Pricing Log in Create free account

Airbnb, Inc. (ABNB) vs Royal Caribbean Cruises Ltd. (RCL)

Airbnb, Inc. and Royal Caribbean Cruises Ltd. are both Travel Services companies. Airbnb, Inc. is the larger, with a market value of $101.9B against $86.3B — 1.2× the size. Royal Caribbean Cruises Ltd. trades at the lower P/E: 19.0× against 31.5×. Airbnb, Inc. grew revenue faster over the last twelve months: 16.7% against 9.74%. Royal Caribbean Cruises Ltd. has the higher net margin (23.8% vs 23.0%) and the higher return on invested capital (9.86% vs 0.00%). Across the 21 metrics below, Royal Caribbean Cruises Ltd. leads on 12 and Airbnb, Inc. on 9.

Valuation

Metric ABNB RCL Travel Services median
P/E 31.49 19.05 19.05
P/S 7.21 4.50 2.64
P/B 10.79 7.23 2.71
Price to free cash flow 20.29 57.05 13.14
EV/EBITDA 29.45 14.99 13.28
EV/Sales 6.62 5.63 3.26
Earnings yield 3.18% 5.25% 4.29%
Free cash flow yield 4.93% 1.75% 4.65%

Profitability

Metric ABNB RCL Travel Services median
Gross margin 83.12% 49.05% 52.17%
Operating margin 22.49% 27.55% 15.57%
Net margin 23.02% 23.78% 8.07%
Free cash flow margin 35.97% 7.89% 7.89%
Return on equity 35.79% 40.99% 1.26%
Return on assets 13.52% 10.72% 3.81%
Return on invested capital 0.00% 9.86% 5.65%

Growth

Metric ABNB RCL Travel Services median
Revenue growth (TTM) 16.66% 9.74% 11.33%
EPS growth (last fiscal year) (1.95%) 42.69% 5.97%
Revenue growth, 5-year CAGR 29.37% 52.02% 29.37%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ABNB RCL Travel Services median
Debt to equity 0.25 1.88 0.21
Current ratio 1.73 0.22 1.33
Net debt to EBITDA (3.54) 3.05 1.01

Dividend

Metric ABNB RCL Travel Services median
Dividend yield — 1.70% 1.52%
Payout ratio — 0.33 0.20

Size

Metric ABNB RCL Travel Services median
Market cap 101.87b 86.32b 4.77b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack