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Sabre's Competitive Edge Remains Sharp

The travel IT firm is not fully appreciated by the market today, creating a buying opportunity.


Dan Wasiolek: Sabre is one of only two operators with a dominant position providing both IT solutions for travel suppliers and a global distribution system platform, which is the engine allowing flight of airline bookings at traditional travel agents or websites like Expedia.

Sabre's shares have trailed the S&P the past year on concern the company's technology lags that of key peer Amadeus. But we see three main points that defend the company's competitive positioning and support its intact network, efficient scale, and switching cost advantages. 

Dan Wasiolek does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.