Professional
Added to YB: 2024-06-11
Pitch date: 2024-06-05
SABR [bullish]
Sabre Corporation
-50.49%
current return
Author Info
No bio for this author
Company Info
Sabre Corporation, together with its subsidiaries, operates as a software and technology company for travel industry in the United States, Europe, Asia-Pacific, and internationally.
Market Cap
$830.0M
Pitch Price
$3.05
Price Target
5.00 (+231%)
Dividend
N/A
EV/EBITDA
13.13
P/E
-2.95
EV/Sales
1.74
Sector
Hotels, Restaurants and Leisure
Category
value
Sabre Corporation: Amadeus: Books a Win With Accor to Run Its Central Reservation System
SABR: Narrow-moat Amadeus won Accor's CRS over Sabre, showcasing its IT proof-of-concept edge. Sabre maintains network effect, switching cost & efficient scale moats on platform revitalization & airline content. Raised '24 revenue guide to $3.04B on share gains & pricing. Impressive Q1 margin to 18% on cloud transition. Corporate travel a risk but $5 FVE implies 11-12x '24 EV/EBITDA. Liquidity to invest supports moat.
Read full article (13 min)