Throughout the first half of the year, Tripadvisor's hotel and other revenue (45% of 2025 sales) is down 20%, as AI displaces the metasearch business. Shares have declined 40% year to date (through Oct. 9).
Penetration levels are low and growing in the experience markets. Tripadvisor is well positioned to benefit over the long term, given its critical-mass revenue share.
Metasearch has lower barriers than online travel agencies, and is facing competition from agentic artificial intelligence, which could meaningfully affect the firm’s growth outlook.
|
Metric
|
TRIP
|
EXPE
|
ABNB
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.49 | 14.98 | 38.24 |
Price/Book Value | 1.67 | 28.35 | 13.14 |
Price/Sales | 0.65 | 2.30 | 8.04 |
Price/Cash Flow | 6.10 | 9.85 | 20.68 |
|
Metric
|
TRIP
|
EXPE
|
ABNB
|
|---|---|---|---|
Quick Ratio | 1.20 | 0.64 | 1.35 |
Current Ratio | 1.56 | 0.80 | 1.41 |
Interest Coverage | 0.76 | 7.13 | — |
|
Metric
|
TRIP
|
EXPE
|
ABNB
|
|---|---|---|---|
Return on Assets (Normalized) | 4.09% | 9.05% | 15.87% |
Return on Equity (Normalized) | 17.03% | 228.06% | 50.68% |
Return on Invested Capital (Normalized) | 7.43% | 29.91% | 34.43% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Booking Holdings Inc
BKNG
| LOCK|>&Kt>R& | LOCK|$S& | $119B | |||
| Airbnb Inc Ordinary Shares - Class A
ABNB
| LOCK|>!hF!pY | LOCK|!X | $102B | |||
| Royal Caribbean Group
RCL
| LOCK|<$>>Qy^F | LOCK|<$$p | $77B | |||
| Carnival Corporation Ltd
CCL
| LOCK|?$x%LXY | LOCK|MDHmJ | $41B | |||
| Viking Holdings Ltd
VIK
| — | LOCK|&> | $39B | |||
| Expedia Group Inc
EXPE
| LOCK|yhgRvZ | LOCK|BCmKn | $34B | |||
| Trip.com Group Ltd
TRPCF
| — | LOCK|SCwg | $25B | |||
| Trip.com Group Ltd ADR
TCOM
| LOCK|Xhh>^% | LOCK|BP!> | $25B | |||
| Norwegian Cruise Line Holdings Ltd
NCLH
| LOCK|^xNC?s | LOCK|V$^N^ | $7B |
United States