Added to YB: 2025-01-07
Pitch date: 2025-01-06
TRIP [bullish]
Tripadvisor, Inc.
-1.17%
current return
Author Info
Under the Hood is a private investor (ex-NYSE, Bridgewater, Alliance Bernstein) writing about stocks. Sign up for their newsletter.
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
$15.35
Price Target
35.00 (+131%)
Dividend
N/A
EV/EBITDA
10.41
P/E
25.93
EV/Sales
0.96
Sector
Interactive Media and Services
Category
special_situation
A Perceived Value Trap with Asymmetric Risk Reward - Tripadvisor, Inc.
TRIP: Dual-class structure resolved, Google dependence reduced. Core biz declining but cash-generating. Viator growing, now profitable. Valued at 5.1x EV/EBITDA. Bear case: 10% downside. Base/Bull: 61-133% upside. PT $35. Risks: Google antitrust, merger uncertainty.
Read full article (7 min)