ABNB - Industry Comparison: Evaluating Airbnb Against Competitors In Hotels Restaurants & Leisure Industry | Benzinga
Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive industry comparison, evaluating Airbnb (NASDAQ:ABNB) in comparison to its major competitors within the Hotels, Restaurants & Leisure industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in the industry.
Airbnb Background
Started in 2008, Airbnb is the world's largest online alternative accommodation travel agency, also offering booking services for boutique hotels and experiences. Airbnb's platform offered around 7 million active accommodation listings as of June 30, 2023. Listings from the company's over 4 million hosts are spread over almost every country in the world. In the fourth quarter of 2022, 47% of revenue was from the North American region. Transaction fees for online bookings account for all its revenue.
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| Airbnb Inc | |||||||
| 35.30 | |||||||
| 15.18 | |||||||
| 8.90 | |||||||
| 12.56% | |||||||
| $0.69 | |||||||
| $2.05 | |||||||
| 18.06% | |||||||
| Trip.com Group Ltd | |||||||
| 25.94 | |||||||
| 1.36 | |||||||
| 5.11 | |||||||
| 0.54% | |||||||
| $1.53 | |||||||
| $9.24 | |||||||
| 180.4% | |||||||
| Expedia Group Inc | |||||||
| 16.77 | |||||||
| 7.76 | |||||||
| 1.25 | |||||||
| 21.44% | |||||||
| $0.72 | |||||||
| $2.95 | |||||||
| 5.56% | |||||||
| H World Group Ltd | |||||||
| 77.70 | |||||||
| 6.48 | |||||||
| 4.79 | |||||||
| 8.2% | |||||||
| $1.81 | |||||||
| $2.05 | |||||||
| 63.51% | |||||||
| Hyatt Hotels Corp | |||||||
| 25.11 | |||||||
| 2.90 | |||||||
| 1.71 | |||||||
| 1.84% | |||||||
| $0.23 | |||||||
| $0.35 | |||||||
| 14.97% | |||||||
| Wyndham Hotels & Resorts Inc | |||||||
| 21.67 | |||||||
| 6.99 | |||||||
| 4.52 | |||||||
| 7.71% | |||||||
| $0.14 | |||||||
| $0.2 | |||||||
| -6.22% | |||||||
| Choice Hotels International Inc | |||||||
| 20.39 | |||||||
| 104.62 | |||||||
| 3.90 | |||||||
| 165.73% | |||||||
| $0.15 | |||||||
| $0.2 | |||||||
| 16.15% | |||||||
| MakeMyTrip Ltd | |||||||
| 237.88 | |||||||
| 4.50 | |||||||
| 6.49 | |||||||
| 2.09% | |||||||
| $0.03 | |||||||
| $0.14 | |||||||
| 37.83% | |||||||
| Hilton Grand Vacations Inc | |||||||
| 11.14 | |||||||
| 1.91 | |||||||
| 1.04 | |||||||
| 3.78% | |||||||
| $0.21 | |||||||
| $0.64 | |||||||
| 6.22% | |||||||
| Marriott Vacations Worldwide Corp | |||||||
| 10.28 | |||||||
| 1.34 | |||||||
| 0.83 | |||||||
| 3.63% | |||||||
| $0.21 | |||||||
| $0.48 | |||||||
| 1.2% | |||||||
| Atour Lifestyle Holdings Ltd | |||||||
| 63.68 | |||||||
| 11.11 | |||||||
| 5.72 | |||||||
| 15.98% | |||||||
| $0.32 | |||||||
| $0.46 | |||||||
| 112.35% | |||||||
| Target Hospitality Corp | |||||||
| 10.92 | |||||||
| 5.01 | |||||||
| 2.48 | |||||||
| 17.47% | |||||||
| $0.09 | |||||||
| $0.08 | |||||||
| 30.99% | |||||||
| Bluegreen Vacations Holding Corp | |||||||
| 8.96 | |||||||
| 2.59 | |||||||
| 0.68 | |||||||
| 11.46% | |||||||
| $0.06 | |||||||
| $0.17 | |||||||
| 6.85% | |||||||
| Average | |||||||
| 44.2 | |||||||
| 13.05 | |||||||
| 3.21 | |||||||
| 21.66% | |||||||
| $0.46 | |||||||
| $1.41 | |||||||
| 39.15% |