Added to YB: 2026-01-14
Pitch date: 2026-01-12
ABNB [neutral]
Airbnb, Inc.
+1.4%
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 that enables hosts to offer stays and experiences to guests worldwide.
Market Cap
$84.0B
Pitch Price
$138.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.35
P/E
33.02
EV/Sales
6.24
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)