Added to YB: 2026-06-18
Pitch date: 2026-06-16
TRIP [neutral]
Tripadvisor, Inc.
Author Info
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Company Info
Tripadvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide.
Market Cap
$1.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.84
P/E
81.36
EV/Sales
0.86
Sector
Interactive Media and Services
Category
special_situation
$TRIP: Starboard got its board seats — now the breakup math is the story
TRIP (overview): SOTP play, ~$12.41/sh, ~$1.3-1.4B EV, but coverage values Viator + TheFork alone at >$2.5B (~2x EV), implying market pays ~nothing for melting core meta biz. Starboard (~9.4%) seated 2 directors, 2 more up June 29. Risks: standstill, no forced sale, +31%/mo run, Google pressure.
Read full article (2 min)