Airbnb Inc. (ABNB)$132.35
Market Cap: 77.08 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Airbnb Inc. (ABNB).
CONSUMER CYCLICAL
TRAVEL SERVICES
DCF ready
Valuation
15.2x
EV/FCF, 6.6% FCF yield
Quality
30.6%
ROIC, 38.0% FCF margin
Growth
29.4%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.4x current ratio
Superinvestors
5
Top: Chuck Akre (4.2%)
Strengths to research
- Revenue compounded at 29.4% over five years.
- Return on equity is strong at 30.6%.
- Free cash flow margin is healthy at 38.0%.
- Debt/equity looks manageable at 0.0x.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 7 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for ABNB.
Grade A
94
/ 100
Peer Comparison
Target stock against 5 market-cap comparable peers.
Heat map: red worst to green best
| ABNB Target | Airbnb Inc. | $77.1B | N/A | 15.2x | 30.6% | 29.4% | 38.0% | N/A | -2.6x | N/A |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $62.1B | 16.4x | 49.6x | 42.5% | 52.0% | 6.9% | N/A | -0.2x | N/A |
| TCOM | Trip.com Group Ltd | $39.9B | N/A | 17.6x | 19.5% | 26.0% | 21.8% | 80.6% | -2.4x | N/A |
| BKNG | Booking Holdings Inc. | $168.9B | 1.0x | 18.8x | 41.1% | 31.7% | 33.8% | N/A | 0.2x | N/A |
| CCL | Carnival Corp. | $26.5B | 12.9x | 19.9x | 7.0% | 36.6% | 9.8% | N/A | 5.7x | N/A |
| EXPE | Expedia Group Inc. | $21.1B | 21.9x | 7.0x | 17.5% | 23.2% | 21.1% | N/A | 0.3x | N/A |
Financial Charts
No financial data available for ABNB (annual).
5 superinvestors own ABNB
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Bill Nygren Oakmark Select Fund | 19,162,235 | $2.4B | 3.23% | 0.0% |
| Polen Capital Management Polen Capital Management | 2,273,747 | $287M | 1.99% | 0.0% |
| Chuck Akre Akre Capital Management | 2,034,473 | $257M | 4.20% | 0.0% |
| Thomas Gayner Markel Group | 242,389 | $31M | 0.26% | 0.0% |
| Bill Miller Miller Value Partners | 16,134 | $2M | 0.53% | 0.0% |