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 over 7 million active accommodation listings as of Sept. 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 | 17.54 | 10.13 | 10.01 | 61.68% | $1.69 | $2.94 | 17.79% |
Royal Caribbean Group | 38.87 | 7.39 | 2.68 | 25.92% | $1.72 | $2.02 | 39.0% |
Trip.com Group Ltd | 27.23 | 1.37 | 5.37 | 3.84% | $5.0 | $11.27 | 99.36% |
Expedia Group Inc | 27.17 | 12.31 | 1.82 | 24.77% | $0.71 | $3.52 | 8.57% |
Hyatt Hotels Corp | 28.85 | 3.69 | 2.11 | 1.87% | $0.25 | $0.34 | 5.26% |
H World Group Ltd | 66.39 | 5.01 | 4.09 | 9.77% | $2.2 | $2.67 | 53.63% |
Wyndham Hotels & Resorts Inc | 22.65 | 7.55 | 4.77 | 11.87% | $0.18 | $0.24 | -1.23% |
MakeMyTrip Ltd | 120.46 | 6.45 | 8.51 | 2.64% | $0.04 | $0.15 | 25.62% |
Choice Hotels International Inc | 21.90 | 83.29 | 4.04 | 144.05% | $0.16 | $0.2 | 2.73% |
Hilton Grand Vacations Inc | 14.48 | 2.10 | 1.18 | 4.33% | $0.23 | $0.32 | -8.78% |
Marriott Vacations Worldwide Corp | 11.31 | 1.24 | 0.78 | 1.72% | $0.14 | $0.4 | -5.27% |
Atour Lifestyle Holdings Ltd | 37.43 | 9.39 | 4.47 | 15.22% | $0.36 | $0.55 | 93.12% |
Target Hospitality Corp | 6.16 | 2.91 | 1.75 | 14.5% | $0.09 | $0.09 | -8.54% |
GreenTree Hospitality Group Ltd | 6.73 | 1.46 | 2.03 | 8.1% | $0.18 | $0.21 | 15.29% |
Average | 33.05 | 11.09 | 3.35 | 20.66% | $0.87 | $1.69 | 24.52% |