Stock Detail
$ABNB
Consumer Cyclical · 6 tracked mentions in the last 90 days across 5 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
3 creators lean undervalued while 1 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on ABNB.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
So the question becomes, can I pay a reasonable price today for the company? So guys, let's go look at the analytics here. ... They're selling for 19 times free cash flow.
Explicit claim • strong conviction • basis: multiple relative
It was trading at a whopping 24 times sales ratio. For reference, by the way, the average S&P 500 company trades at only three times sales.
Explicit claim • strong conviction • basis: multiple relative
Trades at a forward P/E of 27, considered relatively cheap for its business model. ... But, the good news is Airbnb is not trading at some super premium valuation. Right? It's not trading as a stock that needs to be showing accelerating profit margins and accelerating revenue growth. You would want to see that with companies that are trading at forward price to earnings above 50, but Airbnb is trading at half that. It's trading at a forward price to earning of 27 and a forward price to operating cash flow of 15, which is relatively cheap for this kind of business.
Explicit claim • strong conviction • basis: multiple relative
And and Airbnb's trading at a market multiple for, you know, better than market growth. So, that's a name that we find pretty attractive at these levels, I would say.
Mention History
Latest mentions across all history
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