Added to YB: 2026-06-01
Pitch date: 2026-05-27
ABNB [neutral]
Airbnb, Inc.
+2.39%
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
$79.8B
Pitch Price
$131.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.05
P/E
32.97
EV/Sales
5.56
Sector
Hotels, Restaurants and Leisure
Category
growth
Airbnb Is Building a Travel Ecosystem, Not a Booking App
ABNB (overview): Q1 rev $2.7B (+18% YoY, +15% ex-FX) beat guide of 14-16%; GBV $29.2B (+19%, +13% ex-FX). Nights +9% to 156.2M. FY26 guide raised to low-mid teens rev growth from low double digits. RNPL at 20% of GBV hurting FCF timing. 36% FCF margin, $4.5B TTM FCF. Expanding beyond rentals into hotels, experiences, services creating ecosystem. Trades 15x EV/FCF, 24x SBC-adj. Implies 11% FCF growth—reasonable valuation.
Read full article (6 min)