Added to YB: 2026-06-26
Pitch date: 2026-06-24
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
$1.4B
Pitch Price
N/A
Price Target
19.00 (+48%)
Dividend
N/A
EV/EBITDA
11.48
P/E
78.69
EV/Sales
0.84
Sector
Interactive Media and Services
Category
value
Show full summary:
Opportunity after $700M payday? ($TRIP)
TRIP (watchlist): SOTP after $700M TheFork sale to Amex. Viator (exp, +11%, $1B rev, ~$130M EBITDA) @12x = $1.56B; declining hotels @ $419M; +$231M net cash = ~$19/share vs $12.50 (~50% upside). Starboard 4.4% (cut half), debt paydown, buybacks likely. Wants more LTV disclosure before buy.
Read full article (5 min)