Added to YB: 2024-08-13
Pitch date: 2024-08-11
ABNB [bullish]
Airbnb, Inc.
+16.25%
current return
Author Info
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Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$78.9B
Pitch Price
$115.48
Price Target
190.00 (+42%)
Dividend
N/A
EV/EBITDA
25.72
P/E
32.59
EV/Sales
5.49
Sector
Hotels, Restaurants and Leisure
Category
growth
AirBnB: Ready to Win the Whole Market!
ABNB: 2nd largest OTA, strong among GenZ/millennials. 17% 5yr rev growth, 43% 3yr op income growth. 82% gross margin, 15% op margin (vs Booking's 30%). $19.3B rev, $4.8B op income projected for 2029. Moat: cross-border network effects, differentiated supply. Risks: slowing growth, competition. PT: $120B (2x current) in 5yrs.
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