WallStSmart

Airbnb Inc (ABNB)vsYatra Online Inc (YTRA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Airbnb Inc generates 18% more annual revenue ($12.24B vs $10.37B). ABNB leads profitability with a 20.5% profit margin vs -1.2%. YTRA appears more attractively valued with a PEG of 1.12. ABNB earns a higher WallStSmart Score of 58/100 (C).

ABNB

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 7.3Quality: 4.8
Piotroski: 4/9Altman Z: 1.49

YTRA

Hold

42

out of 100

Grade: D

Growth: 6.0Profit: 2.5Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ABNBSignificantly Overvalued (-381.1%)

Margin of Safety

-381.1%

Fair Value

$27.40

Current Price

$131.81

$104.41 premium

UndervaluedFair: $27.40Overvalued

Intrinsic value data unavailable for YTRA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ABNB3 strengths · Avg: 9.3/10
Return on EquityProfitability
30.2%10/10

Every $100 of equity generates 30 in profit

Market CapQuality
$77.94B9/10

Large-cap with strong market position

Profit MarginProfitability
20.5%9/10

Keeps 21 of every $100 in revenue as profit

YTRA1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

ABNB4 concerns · Avg: 3.0/10
P/E RatioValuation
32.3x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.7x4/10

Trading at 9.7x book value

EPS GrowthGrowth
-23.7%2/10

Earnings declined 23.7%

Altman Z-ScoreHealth
1.492/10

Distress zone — elevated risk

YTRA4 concerns · Avg: 2.5/10
Market CapQuality
$68.90M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.8%3/10

ROE of 0.8% — below average capital efficiency

EPS GrowthGrowth
-19.0%2/10

Earnings declined 19.0%

Free Cash FlowQuality
$-402.73M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : YTRA

The strongest argument for YTRA centers on Price/Book. PEG of 1.12 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 : YTRA

The primary concerns for YTRA are Market Cap, Return on Equity, EPS Growth.

Key Dynamics to Monitor

ABNB profiles as a mature stock while YTRA is a turnaround 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 42/100), 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.

Yatra Online Inc

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Yatra Online, Inc. is an online travel company in India and internationally. The company is headquartered in Gurugram, India.

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