Added to YB: 2025-06-18
Pitch date: 2025-06-16
EXPE [neutral]
Expedia Group, Inc.
+69.27%
current return
Author Info
No bio for this author
Company Info
Expedia Group, Inc. operates as an online travel company in the United States and internationally. The company operates through B2C, B2B, and trivago segments.
Market Cap
$23.5B
Pitch Price
$162.00
Price Target
N/A
Dividend
0.86%
EV/EBITDA
12.69
P/E
21.58
EV/Sales
1.77
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Expedia 1Q25 Thesis Update: Navigating Headwinds, Doubling Down on B2B & AI
EXPE (earnings update): Mixed Q1'25 (B2C -2%, B2B +14%, Ads +20%). US consumer weakness offset by B2B/ad strength. FY25 guidance lowered to 2-4% rev growth but margins up 75-100bps. Restructuring yielding $75M EBITDA. New airline deals (Southwest, Ryanair) attracting customers. Trades at HSD FCF yield, significant discount to peers.
Read full article (13 min)