Airbnb, Inc. (ABNB) vs Trip.com Group Limited Sponsored ADR (TCOM)

Airbnb, Inc. and Trip.com Group Limited Sponsored ADR are both Travel Services companies. Airbnb, Inc. is the larger, with a market value of $101.9B against $28.5B — 3.6× the size. Trip.com Group Limited Sponsored ADR trades at the lower P/E: 8.2× against 31.5×. Trip.com Group Limited Sponsored ADR grew revenue faster over the last twelve months: 22.0% against 16.7%. Trip.com Group Limited Sponsored ADR has the higher net margin (36.4% vs 23.0%) and the higher return on invested capital (6.10% vs 0.00%). Across the 21 metrics below, Trip.com Group Limited Sponsored ADR leads on 13 and Airbnb, Inc. on 8.

Valuation

Metric ABNB TCOM Travel Services median
P/E 31.49 8.23 19.05
P/S 7.21 2.88 2.64
P/B 10.79 1.12 2.71
Price to free cash flow 20.29 3.51 13.14
EV/EBITDA 29.45 12.83 13.28
EV/Sales 6.62 2.07 3.26
Earnings yield 3.18% 12.15% 4.29%
Free cash flow yield 4.93% 28.46% 4.65%

Profitability

Metric ABNB TCOM Travel Services median
Gross margin 83.12% 80.05% 52.17%
Operating margin 22.49% 16.12% 15.57%
Net margin 23.02% 36.39% 8.07%
Free cash flow margin 35.97% 0.00% 7.89%
Return on equity 35.79% 0.00% 1.26%
Return on assets 13.52% 9.52% 3.81%
Return on invested capital 0.00% 6.10% 5.65%

Growth

Metric ABNB TCOM Travel Services median
Revenue growth (TTM) 16.66% 21.96% 11.33%
EPS growth (last fiscal year) (1.95%) 101.18% 5.97%
Revenue growth, 5-year CAGR 29.37% 26.03% 29.37%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ABNB TCOM Travel Services median
Debt to equity 0.25 0.16 0.21
Current ratio 1.73 1.33 1.33
Net debt to EBITDA (3.54) (2.81) 1.01

Dividend

Metric ABNB TCOM Travel Services median
Dividend yield — 0.00% 1.52%
Payout ratio — 0.00 0.20

Size

Metric ABNB TCOM Travel Services median
Market cap 101.87b 28.46b 4.77b

Compare with another peer

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