Added to YB: 2026-01-14
Pitch date: 2026-01-12
ABNB [neutral]
Airbnb, Inc.
-0.85%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$73.7B
Pitch Price
$138.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.48
P/E
30.47
EV/Sales
5.31
Sector
Hotels, Restaurants and Leisure
Category
growth
Q4 2025: Portfolio Update + Investable Universe: Airbnb, Inc.
ABNB (holding update): Platform connecting 5M+ hosts w/ 8M+ listings to guests who booked 491.5M nights for $82B in 2024. Strong network effects create virtuous cycle unlikely disrupted by AI. Stock reasonably valued despite significant SBC diluting pure FCF metrics.
Read full article (1 min)