Shares of leading online travel agency companies Airbnb, Booking, and Expedia have declined about 10% during the last few trading sessions on fears that wide-moat Meta's AI agent, Muse, will disintermediate the platforms.
Airbnb’s network has reached critical mass, supported by its leading share of bookings in the alternative accommodation market.
Booking and Expedia are investing in their alternative accommodation supply and awareness. Also, Google's continued emphasis on placing its paid ads and metasearch platform ahead of free organic search links, and the adoption of travel search on large language AI models could elevate marketing costs for Airbnb.
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Metric
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ABNB
|
TRIP
|
EXPE
|
|---|---|---|---|
Price/Earnings (Normalized) | 35.33 | 9.31 | 13.77 |
Price/Book Value | 12.14 | 1.48 | 26.06 |
Price/Sales | 7.43 | 0.58 | 2.12 |
Price/Cash Flow | 19.11 | 5.41 | 9.05 |
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Metric
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ABNB
|
TRIP
|
EXPE
|
|---|---|---|---|
Quick Ratio | 1.35 | 1.20 | 0.64 |
Current Ratio | 1.41 | 1.56 | 0.80 |
Interest Coverage | — | 0.76 | 7.13 |
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Metric
|
ABNB
|
TRIP
|
EXPE
|
|---|---|---|---|
Return on Assets (Normalized) | 15.87% | 4.09% | 9.05% |
Return on Equity (Normalized) | 50.68% | 17.03% | 228.06% |
Return on Invested Capital (Normalized) | 34.43% | 7.43% | 29.91% |
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1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Booking Holdings Inc
BKNG
| LOCK|p<&<sH# | LOCK|Ms | $120B | |||
| Royal Caribbean Group
RCL
| LOCK|dcv>@c! | LOCK|xM!?$ | $72B | |||
| Carnival Corporation Ltd
CCL
| LOCK|$?>d!$y | LOCK|t>!# | $37B | |||
| Viking Holdings Ltd
VIK
| — | LOCK|^Nr | $35B | |||
| Expedia Group Inc
EXPE
| LOCK|Q$cND! | LOCK|MNF^ | $32B | |||
| Trip.com Group Ltd
TRPCF
| — | LOCK|%%#Fs | $25B | |||
| Trip.com Group Ltd ADR
TCOM
| LOCK|Lzcmvr? | LOCK|D>TPy | $25B | |||
| Norwegian Cruise Line Holdings Ltd
NCLH
| LOCK|BYNV&# | LOCK|kl#x | $7B | |||
| Tripadvisor Inc
TRIP
| LOCK|n%$?!mb | LOCK|<Dw | $982M |
United States