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Airbnb, Inc. (ABNB) vs Booking Holdings Inc. (BKNG)

Airbnb, Inc. and Booking Holdings Inc. are both Travel Services companies. Booking Holdings Inc. is the larger, with a market value of $124.6B against $104.4B — 1.2× the size. Booking Holdings Inc. trades at the lower P/E: 18.0× against 38.9×. Airbnb, Inc. grew revenue faster over the last twelve months: 13.6% against 12.9%. Booking Holdings Inc. has the higher net margin (25.5% vs 20.5%) and the higher return on invested capital (0.00% vs 0.00%). Across the 20 metrics below, Booking Holdings Inc. leads on 14 and Airbnb, Inc. on 6.

Valuation

Metric ABNB BKNG Travel Services median
P/E 38.95 17.99 17.32
P/S 7.81 4.44 2.68
P/B 13.19 n/m 2.59
Price to free cash flow 21.42 13.16 11.42
EV/EBITDA 34.78 13.04 13.51
EV/Sales 7.24 4.55 3.14
Earnings yield 2.57% 5.56% 3.63%
Free cash flow yield 4.67% 7.60% 3.89%

Profitability

Metric ABNB BKNG Travel Services median
Gross margin 82.90% 100.00% 76.78%
Operating margin 20.81% 32.87% 15.09%
Net margin 20.45% 25.53% 7.49%
Free cash flow margin 36.93% 33.78% 3.61%
Return on equity 34.54% (82.67%) 8.82%
Return on assets 9.65% 23.88% 3.46%
Return on invested capital 0.00% 0.00% 5.08%

Growth

Metric ABNB BKNG Travel Services median
Revenue growth (TTM) 13.64% 12.85% 12.85%
EPS growth (last fiscal year) (1.95%) (4.12%) 7.79%
Revenue growth, 5-year CAGR 29.37% 31.69% 29.37%
Net income growth, 5-year CAGR 0.00% 146.82% 0.00%

Health

Metric ABNB BKNG Travel Services median
Debt to equity 0.32 (1.87) 0.24
Current ratio 1.41 1.09 1.21
Net debt to EBITDA (3.54) 0.16 1.04

Dividend

Metric ABNB BKNG Travel Services median
Dividend yield — 1.01% 1.74%
Payout ratio — 0.18 0.20

Size

Metric ABNB BKNG Travel Services median
Market cap 104.36b 124.58b 4.20b

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