Airbnb Inc (ABNB)vsMakeMyTrip Limited (MMYT)
ABNB
Airbnb Inc
$131.81
+1.39%
CONSUMER CYCLICAL · Cap: $77.94B
MMYT
MakeMyTrip Limited
$39.11
-2.00%
CONSUMER CYCLICAL · Cap: $3.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Airbnb Inc generates 1078% more annual revenue ($12.24B vs $1.04B). ABNB leads profitability with a 20.5% profit margin vs 5.5%. ABNB trades at a lower P/E of 32.3x. ABNB earns a higher WallStSmart Score of 58/100 (C).
ABNB
Buy58
out of 100
Grade: C
MMYT
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-381.1%
Fair Value
$27.40
Current Price
$131.81
$104.41 premium
Margin of Safety
-1578.5%
Fair Value
$3.54
Current Price
$39.11
$35.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.7x book value
Earnings declined 23.7%
Distress zone — elevated risk
Distress zone — elevated risk
5.5% margin — thin
Premium valuation, high expectations priced in
Earnings declined 69.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : ABNB
The strongest argument for ABNB centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.5% and operating margin at 9.7%. Revenue growth of 12.0% demonstrates continued momentum.
Bull Case : MMYT
The strongest argument for MMYT centers on Debt/Equity. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : MMYT
The primary concerns for MMYT are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 76.8x leaves little room for execution misses.
Key Dynamics to Monitor
ABNB profiles as a mature stock while MMYT is a value play — different risk/reward profiles.
ABNB carries more volatility with a beta of 1.16 — expect wider price swings.
ABNB is growing revenue faster at 12.0% — sustainability is the question.
ABNB generates stronger free cash flow (519M), providing more financial flexibility.
Bottom Line
ABNB scores higher overall (58/100 vs 40/100), backed by strong 20.5% margins and 12.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Airbnb Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Airbnb, Inc. is an American company that operates an online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities, based in San Francisco, California.
MakeMyTrip Limited
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
MakeMyTrip Limited, an online travel company, sells travel products and solutions in India, the United States, Singapore, Malaysia, Thailand, the United Arab Emirates, Peru, Colombia, and Indonesia. The company is headquartered in Gurugram, India.
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