Airbnb Inc (ABNB)vsAT&T Inc (T)
ABNB
Airbnb Inc
$131.81
-0.57%
CONSUMER CYCLICAL · Cap: $77.94B
T
AT&T Inc
$28.81
+0.38%
COMMUNICATION SERVICES · Cap: $204.67B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc generates 926% more annual revenue ($125.65B vs $12.24B). ABNB leads profitability with a 20.5% profit margin vs 17.5%. ABNB appears more attractively valued with a PEG of 1.24. T earns a higher WallStSmart Score of 63/100 (C+).
ABNB
Buy58
out of 100
Grade: C
T
Buy63
out of 100
Grade: C+
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
-39.7%
Fair Value
$20.67
Current Price
$28.81
$8.14 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
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 4.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.7x book value
Earnings declined 23.7%
Distress zone — elevated risk
Expensive relative to growth rate
3.6% revenue growth
Earnings declined 5.6%
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 : T
The strongest argument for T centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.5% and operating margin at 18.4%.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : T
The primary concerns for T are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ABNB profiles as a mature stock while T 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.
T generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
T scores higher overall (63/100 vs 58/100), backed by strong 17.5% margins. Both earn "Buy" and "Buy" 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.
AT&T Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
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