Airbnb vs Expedia
This page provides a neutral comparison of Airbnb and Expedia, two prominent players in the travel industry. We delve into their respective business models, analyse key aspects of their financial performance, and explore their positions within the broader market context. This factual overview aims to offer insights into their operational strategies and market dynamics, presented in an accessible manner for informational purposes. Educational content, not financial advice.
This page provides a neutral comparison of Airbnb and Expedia, two prominent players in the travel industry. We delve into their respective business models, analyse key aspects of their financial perf...
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.
Expedia Shares Surge 4.7% as Institutional Buying Signals Confidence Ahead of Q4 Earnings.
- Mediolanum International Funds boosted its stake by 14.1% to 44,456 shares worth $9.8M, reflecting institutional optimism with 90%+ ownership by major funds like Vanguard.
- Deepened partnership with Affirm grants US exclusivity for buy-now-pay-later on lodging and packages, poised to lift booking conversions and revenue diversification.
- Strong B2B momentum underscores growth in corporate channels, though layoffs of 162 Washington roles highlight restructuring pressures.
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.
Expedia Shares Surge 4.7% as Institutional Buying Signals Confidence Ahead of Q4 Earnings.
- Mediolanum International Funds boosted its stake by 14.1% to 44,456 shares worth $9.8M, reflecting institutional optimism with 90%+ ownership by major funds like Vanguard.
- Deepened partnership with Affirm grants US exclusivity for buy-now-pay-later on lodging and packages, poised to lift booking conversions and revenue diversification.
- Strong B2B momentum underscores growth in corporate channels, though layoffs of 162 Washington roles highlight restructuring pressures.
Investment Analysis
Airbnb
ABNB
Pros
- Airbnb achieves higher net margin of 22.67% versus Expedia's 7.94%, reflecting superior profitability.
- Airbnb benefits from analyst upgrades citing RNPL policy success and 2026 World Cup growth potential.
- Airbnb's lower beta of 1.1 indicates less share price volatility than Expedia's 1.56 relative to the S&P 500.
Considerations
- Airbnb generates lower gross revenue of $11.58 billion compared to Expedia's $13.69 billion.
- Airbnb trades at elevated price-to-earnings ratio of 30.99, higher than Expedia's 26.82.
- Airbnb faces intense competition from Booking Holdings and Expedia in hotel inventory and corporate travel.
Expedia
EXPE
Pros
- Expedia delivers higher return on equity of 56.25% compared to Airbnb's 32.19%.
- Expedia trades at lower price-to-sales ratio of 1.98 versus Airbnb's 6.87, appearing more affordable.
- Expedia has outperformed Airbnb with 63% return over past 12 months versus Airbnb's 5% growth.
Considerations
- Expedia exhibits higher share price volatility with beta of 1.56 compared to Airbnb's 1.1.
- Expedia's net margin of 7.94% trails Airbnb's 22.67%, indicating weaker profitability.
- Expedia receives more sell ratings from analysts than Airbnb despite similar overall scores.
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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.
Expedia (EXPE) Next Earnings Date
Expedia Group, Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 (period ended December 31, 2025). This date aligns with the company's official announcement and consensus from analyst estimates based on historical patterns. Investors should anticipate the release after market close, followed by an earnings call.
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.
Expedia (EXPE) Next Earnings Date
Expedia Group, Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 (period ended December 31, 2025). This date aligns with the company's official announcement and consensus from analyst estimates based on historical patterns. Investors should anticipate the release after market close, followed by an earnings call.
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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