Added to YB: 2025-01-03
Pitch date: 2025-01-01
TRIP [bullish]
Tripadvisor, Inc.
-29.06%
current return
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
$1.1B
Pitch Price
$14.90
Price Target
22.00 (+108%)
Dividend
N/A
EV/EBITDA
8.73
P/E
30.69
EV/Sales
0.70
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.
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