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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 $125.5B against $101.9B — 1.2× the size. Booking Holdings Inc. trades at the lower P/E: 18.0× against 31.5×. Airbnb, Inc. grew revenue faster over the last twelve months: 16.7% against 8.01%. Booking Holdings Inc. has the higher net margin (25.5% vs 23.0%) 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 31.49 18.05 19.05
P/S 7.21 4.48 2.64
P/B 10.79 n/m 2.71
Price to free cash flow 20.29 13.64 13.14
EV/EBITDA 29.45 13.28 13.28
EV/Sales 6.62 4.63 3.26
Earnings yield 3.18% 5.54% 4.29%
Free cash flow yield 4.93% 7.33% 4.65%

Profitability

Metric ABNB BKNG Travel Services median
Gross margin 83.12% 100.00% 52.17%
Operating margin 22.49% 32.78% 15.57%
Net margin 23.02% 25.52% 8.07%
Free cash flow margin 35.97% 32.84% 7.89%
Return on equity 35.79% (94.80%) 1.26%
Return on assets 13.52% 25.18% 3.81%
Return on invested capital 0.00% 0.00% 5.65%

Growth

Metric ABNB BKNG Travel Services median
Revenue growth (TTM) 16.66% 8.01% 11.33%
EPS growth (last fiscal year) (1.95%) (4.12%) 5.97%
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 0.25 (1.93) 0.21
Current ratio 1.73 1.11 1.33
Net debt to EBITDA (3.54) 0.16 1.01

Dividend

Metric ABNB BKNG Travel Services median
Dividend yield — 0.98% 1.52%
Payout ratio — 0.18 0.20

Size

Metric ABNB BKNG Travel Services median
Market cap 101.87b 125.48b 4.77b

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