Professional
Added to YB: 2025-11-28
Pitch date: 2025-10-27
TRIP [neutral]
Tripadvisor, Inc.
-10.4%
current return
Author Info
No bio for this author
Company Info
TripAdvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide.
Market Cap
$1.8B
Pitch Price
$16.93
Price Target
19.00 (+25%)
Dividend
N/A
EV/EBITDA
10.41
P/E
25.93
EV/Sales
0.96
Sector
Interactive Media and Services
Category
value
13D Activist Fund Portfolio Holding: Tripadvisor, Inc.
TRIP (holding update): Online travel platform trio (Tripadvisor $900M rev, Viator $900M+ rev growing double-digit, TheFork $200M rev) trades 7x EBITDA vs peers at mid-teens. Starboard took 9% stake for value creation. Multiple catalysts: core biz return to growth, sum-of-parts value (TheFork worth $1B at 5x rev = 40% of EV), potential AI monetization, acquisition interest at $18-19/share.
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