Airbnb Inc (ABNB)vsEssential Utilities Inc (WTRG)
ABNB
Airbnb Inc
$139.88
+0.11%
CONSUMER CYCLICAL · Cap: $84.22B
WTRG
Essential Utilities Inc
$37.54
+0.13%
UTILITIES · Cap: $10.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Airbnb Inc generates 395% more annual revenue ($12.24B vs $2.47B). WTRG leads profitability with a 24.9% profit margin vs 20.5%. ABNB appears more attractively valued with a PEG of 1.33. WTRG earns a higher WallStSmart Score of 60/100 (C+).
ABNB
Buy58
out of 100
Grade: C
WTRG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.9%
Fair Value
$240.68
Current Price
$139.88
$100.80 discount
Margin of Safety
+47.4%
Fair Value
$71.13
Current Price
$37.54
$33.59 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
Strong operational efficiency at 32.4%
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
15.7% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.3x book value
Earnings declined 23.7%
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Earnings declined 30.0%
Negative free cash flow — burning cash
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 : WTRG
The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% demonstrates continued momentum.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : WTRG
The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
ABNB profiles as a mature stock while WTRG is a growth play — different risk/reward profiles.
ABNB carries more volatility with a beta of 1.21 — expect wider price swings.
WTRG is growing revenue faster at 15.7% — sustainability is the question.
ABNB generates stronger free cash flow (519M), providing more financial flexibility.
Bottom Line
WTRG scores higher overall (60/100 vs 58/100), backed by strong 24.9% margins and 15.7% revenue growth. ABNB offers better value entry with a 41.9% 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.
Essential Utilities Inc
UTILITIES · UTILITIES - REGULATED WATER · USA
Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.
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