Added to YB: 2024-01-16
Pitch date: 2024-01-14
EXPE [bullish]
Expedia Group, Inc.
+87.62%
current return
Author Info
No bio for this author
Company Info
Expedia Group, Inc. operates as an online travel company in the United States and internationally. The company operates through B2C, B2B, and trivago segments.
Market Cap
$23.5B
Pitch Price
$146.15
Price Target
205.00 (-25%)
Dividend
0.86%
EV/EBITDA
12.69
P/E
21.58
EV/Sales
1.77
Sector
Hotels, Restaurants and Leisure
Category
growth
Expedia Is A Better Buy Than Airbnb
$EXPE: Undervalued at 7.7x P/CF & 0.63x PEG vs peers. VRBO poised for growth, leveraging $EXPE's vast SEO traffic edge over $ABNB. 'One Key' rewards drive retention & low CAC. VRBO quality rep + entire-home focus differentiate despite $ABNB slowdown. Key risk: VRBO scaling miss but valuation = margin of safety.
Read full article (7 min)