Added to YB: 2025-01-03
Pitch date: 2025-01-01
TRIP [bullish]
Tripadvisor, Inc.
+1.81%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$14.90
Price Target
22.00 (+45%)
Dividend
N/A
EV/EBITDA
10.41
P/E
25.93
EV/Sales
0.96
Sector
Interactive Media and Services
Category
value
Show full summary:
Quick idea note for 2025 - $TRIP
TRIP: Simplified structure post-LTRPA deal. Core TripAdvisor 5x EBITDA. Viator & TheFork undervalued at 10%+ EBITDA margins, mid-teens growth. Entire firm at 5x EBITDA. Upside: sale to Apollo in low $20s or spinoff of Viator/TheFork. Conservative valuation ~$18-22/share. Recent deal at $16 implies undervaluation.
Read full article (2 min)