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Added to YB: 2026-02-18

Pitch date: 2026-02-14

TRIP [bullish]

Tripadvisor, Inc.

+7.55%

current return

Author Info

No bio for this author

Company Info

Tripadvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide.

Market Cap

$1.1B

Pitch Price

$9.80

Price Target

N/A

Dividend

N/A

EV/EBITDA

8.73

P/E

30.69

EV/Sales

0.70

Sector

Interactive Media and Services

Category

value

Show full summary:
New Position in TRIP

TRIP: Bought at $9.80 post-earnings collapse. Selling TheFork (expect $900M-$1B vs $250M rev, 11-12% EBITDA margin). Experiences worth $2.1B (2x $1.05B rev, 13-14% EBITDA margin). Hotel biz declining but still $419M value. Sum-of-parts $3.4B EV vs <$1.5B market EV. Asymmetric upside.

Read full article (4 min)