Airbnb vs Booking Holdings
Explore a detailed comparison of Airbnb and Booking Holdings. This page examines their distinct business models, analyses their financial performance, and contextualises their positions within the current market. Understand the nuances that differentiate these two prominent players in the travel industry. Educational content, not financial advice.
Explore a detailed comparison of Airbnb and Booking Holdings. This page examines their distinct business models, analyses their financial performance, and contextualises their positions within the cur...
Why It's Moving
Airbnb Gains Traction as Analysts Upgrade Bets on Global Expansion Ahead of Earnings
- Four upgrades in January from firms like Cantor Fitzgerald and B. Riley shifted ratings from sell/neutral to buy, citing international expansion and new Reserve Now Pay Later service.
- Analysts flag the 2026 World Cup in the U.S., Canada, and Mexico as a key catalyst to boost bookings and revenue.
- Stock formed a Golden Cross with 50-day SMA as new support, up 7.42% in the past month, outpacing the sector despite recent insider sales.
Booking Holdings eyes February strength amid earnings anticipation and fresh partnerships.
- Booking.com deepened ties with Navan on January 22 via direct API, expanding global lodging options and cost savings for business travelers.
- OpenTable data reveals surging Galentine's reservations up 34% YoY and solo dining up 35% YoY, pointing to robust consumer spending trends.
- BKNG tops S&P 500 for February seasonality with an 8.72% average gain over 20 years and a 76% win rate, fueling optimism ahead of earnings.
Airbnb Gains Traction as Analysts Upgrade Bets on Global Expansion Ahead of Earnings
- Four upgrades in January from firms like Cantor Fitzgerald and B. Riley shifted ratings from sell/neutral to buy, citing international expansion and new Reserve Now Pay Later service.
- Analysts flag the 2026 World Cup in the U.S., Canada, and Mexico as a key catalyst to boost bookings and revenue.
- Stock formed a Golden Cross with 50-day SMA as new support, up 7.42% in the past month, outpacing the sector despite recent insider sales.
Booking Holdings eyes February strength amid earnings anticipation and fresh partnerships.
- Booking.com deepened ties with Navan on January 22 via direct API, expanding global lodging options and cost savings for business travelers.
- OpenTable data reveals surging Galentine's reservations up 34% YoY and solo dining up 35% YoY, pointing to robust consumer spending trends.
- BKNG tops S&P 500 for February seasonality with an 8.72% average gain over 20 years and a 76% win rate, fueling optimism ahead of earnings.
Investment Analysis
Airbnb
ABNB
Pros
- Airbnb maintains superior net income margin of 34% and EBITDA margin of 50% versus Booking Holdings.
- Asset-light model drives high profitability and customer retention through AI-powered service.
- Faster revenue growth stems from smaller scale and customisation in unique stays and experiences.
Considerations
- Higher forward P/E ratio of 27.84x indicates relative valuation premium over peers.
- Margin stagnation contrasts with competitors' expansions amid intensifying competition.
- Regulatory risks threaten operations in peer-to-peer lodging markets.
Booking Holdings
BKNG
Pros
- Diversified portfolio spans hotels, flights, car rentals and restaurants for stable revenues.
- EBITDA margins expand through cost discipline and AI integrations like OpenAI partnerships.
- Stronger revenue and profit scale bolster resilience across global markets.
Considerations
- Negative equity returns and higher leverage strain financial structure.
- Forward P/E of 22x trails Airbnb's profitability metrics despite diversification.
- Net-zero target by 2040 lags peers, with slower Scope 3 emission reductions.
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Airbnb (ABNB) Next Earnings Date
Airbnb (ABNB) is scheduled to report its next earnings on February 12, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of mid-February releases for fourth-quarter results, as seen in prior years. Investors should monitor for any official confirmation from the company.
Booking Holdings (BKNG) Next Earnings Date
Booking Holdings (BKNG) is scheduled to report its next earnings on February 18, 2026, covering the fourth quarter and full year of 2025. This date aligns with the company's announcement for a webcast of its Q4 and FY 2025 financial results. Note that a minority of sources project February 17 or 19, but February 18 represents the consensus based on official indications and analyst expectations.
Airbnb (ABNB) Next Earnings Date
Airbnb (ABNB) is scheduled to report its next earnings on February 12, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of mid-February releases for fourth-quarter results, as seen in prior years. Investors should monitor for any official confirmation from the company.
Booking Holdings (BKNG) Next Earnings Date
Booking Holdings (BKNG) is scheduled to report its next earnings on February 18, 2026, covering the fourth quarter and full year of 2025. This date aligns with the company's announcement for a webcast of its Q4 and FY 2025 financial results. Note that a minority of sources project February 17 or 19, but February 18 represents the consensus based on official indications and analyst expectations.
Which Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketWhich Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
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