In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry comparison, evaluating Airbnb (NASDAQ:ABNB) in relation to its major competitors in the Hotels, Restaurants & Leisure industry. By closely examining crucial financial metrics, market position, and growth prospects, we aim to offer valuable insights for investors and shed light on company's performance within 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 | 15.78 | 9.11 | 9.01 | 12.56% | $1.69 | $2.94 | 18.06% |
Royal Caribbean Group | 32.26 | 6.13 | 2.22 | 25.92% | $1.72 | $2.02 | 39.0% |
Trip.com Group Ltd | 27.54 | 1.44 | 5.43 | 0.54% | $1.53 | $9.24 | 180.4% |
Expedia Group Inc | 24.71 | 11.20 | 1.65 | 24.77% | $0.71 | $3.52 | 8.57% |
H World Group Ltd | 79.97 | 6.67 | 4.93 | 8.2% | $1.81 | $2.05 | 63.51% |
Hyatt Hotels Corp | 25.89 | 3.31 | 1.89 | 1.87% | $0.25 | $0.34 | 5.26% |
Wyndham Hotels & Resorts Inc | 22.66 | 7.55 | 4.77 | 11.87% | $0.18 | $0.24 | -1.23% |
Choice Hotels International Inc | 20.55 | 78.14 | 3.79 | 144.05% | $0.16 | $0.2 | 2.73% |
MakeMyTrip Ltd | 179.33 | 5.05 | 6.98 | 2.09% | $0.03 | $0.14 | 37.83% |
Hilton Grand Vacations Inc | 12.53 | 1.81 | 1.03 | 4.33% | $0.23 | $0.32 | -8.78% |
Marriott Vacations Worldwide Corp | 10.62 | 1.16 | 0.73 | 1.72% | $0.14 | $0.4 | -5.27% |
Atour Lifestyle Holdings Ltd | 41.69 | 9.97 | 4.75 | 15.22% | $0.36 | $0.55 | 93.12% |
Bluegreen Vacations Holding Corp | 19.68 | 5.70 | 1.46 | 9.8% | $0.06 | $0.18 | 4.55% |
Target Hospitality Corp | 7.31 | 3.45 | 2.07 | 14.5% | $0.09 | $0.09 | -8.54% |
Average | 38.83 | 10.89 | 3.21 | 20.38% | $0.56 | $1.48 | 31.63% |