Airbnb Inc (ABNB)vsWestinghouse Air Brake Technologies Corp (WAB)
ABNB
Airbnb Inc
$141.49
+0.73%
CONSUMER CYCLICAL · Cap: $83.51B
WAB
Westinghouse Air Brake Technologies Corp
$265.71
+0.05%
INDUSTRIALS · Cap: $45.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Airbnb Inc generates 6% more annual revenue ($12.24B vs $11.51B). ABNB leads profitability with a 20.5% profit margin vs 10.5%. ABNB appears more attractively valued with a PEG of 1.31. WAB earns a higher WallStSmart Score of 64/100 (C+).
ABNB
Buy58
out of 100
Grade: C
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.6%
Fair Value
$240.68
Current Price
$141.49
$99.19 discount
Margin of Safety
+16.1%
Fair Value
$303.40
Current Price
$265.71
$37.69 discount
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
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.4x book value
Earnings declined 23.7%
Distress zone — elevated risk
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
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 : WAB
Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
ABNB profiles as a mature stock while WAB is a value play — different risk/reward profiles.
ABNB carries more volatility with a beta of 1.21 — expect wider price swings.
WAB is growing revenue faster at 13.0% — sustainability is the question.
ABNB generates stronger free cash flow (519M), providing more financial flexibility.
Bottom Line
WAB scores higher overall (64/100 vs 58/100) and 13.0% revenue growth. ABNB offers better value entry with a 41.6% margin of safety. 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.
Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
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