Added to YB: 2026-09-14
Pitch date: 2026-09-10
TRIP [bullish]
Tripadvisor, Inc.
Author Info
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Company Info
Tripadvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide.
Market Cap
$1.0B
Pitch Price
N/A
Price Target
19.00
Dividend
N/A
EV/EBITDA
9.73
P/E
-682.50
EV/Sales
0.59
Sector
Interactive Media and Services
Category
special_situation
Tripadvisor, Inc. - $TRIP
TRIP: Tripadvisor at $8.90 offers a sum-of-the-parts opportunity even if its legacy search business remains impaired: American Express’s agreed $700M purchase of TheFork supports an estimated $680M of net proceeds and leaves the retained assets effectively valued near $840M. The rough range is $8 downside, $14 base-case value and a low-probability $18-$19 upside case. Key risks are Viator deterioration, failure to resize Hotels & Other, or management misallocating the sale proceeds.
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