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 shares plunge amid tariff tensions and tech sell-off, amplifying travel sector jitters.
- Tariff battles between major economies are clouding the short-term rental outlook, prompting fears of reduced international bookings and leisure travel.
- Tech sector weakness spilled over, with semiconductors and software drags hitting high-growth stocks like Airbnb harder than the S&P 500's milder 0.53% dip.
- Upcoming Feb. 12 earnings loom large, as analysts eye validation of Airbnb's strong growth score amid insider sales and no recent buys signaling caution.
Expedia Earns Zacks Strong Buy Upgrade on Surging Earnings Optimism
- Zacks Consensus Estimate for 2025 jumped 13.1% over the past three months, signaling stronger profit prospects and potential stock upside.
- Upgrade highlights improving fundamentals, as rising estimates often drive investor buying in travel stocks.
- Recent stock prices hovered around $272-$294, underscoring market interest ahead of Q4 results webcast on February 12.
Airbnb shares plunge amid tariff tensions and tech sell-off, amplifying travel sector jitters.
- Tariff battles between major economies are clouding the short-term rental outlook, prompting fears of reduced international bookings and leisure travel.
- Tech sector weakness spilled over, with semiconductors and software drags hitting high-growth stocks like Airbnb harder than the S&P 500's milder 0.53% dip.
- Upcoming Feb. 12 earnings loom large, as analysts eye validation of Airbnb's strong growth score amid insider sales and no recent buys signaling caution.
Expedia Earns Zacks Strong Buy Upgrade on Surging Earnings Optimism
- Zacks Consensus Estimate for 2025 jumped 13.1% over the past three months, signaling stronger profit prospects and potential stock upside.
- Upgrade highlights improving fundamentals, as rising estimates often drive investor buying in travel stocks.
- Recent stock prices hovered around $272-$294, underscoring market interest ahead of Q4 results webcast on February 12.
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.
Airbnb (ABNB) Next Earnings Date
Airbnb's next earnings date is estimated for February 12, 2026, consistent with the company's historical pattern of mid-February releases for the prior year's fourth quarter. This report will cover Q4 2025 performance. Note that the date remains unconfirmed by the company, with estimates ranging to February 17 across analyst consensus.
Expedia (EXPE) Next Earnings Date
Expedia Group, Inc. (EXPE) is scheduled to report its next earnings on Thursday, February 12, 2026, covering the fourth quarter of 2025 (period ending December 31, 2025), with release expected after market close. This date aligns with the company's official announcement and consensus estimates from multiple financial data providers. Investors should monitor for any updates, as patterns indicate early February releases historically.
Airbnb (ABNB) Next Earnings Date
Airbnb's next earnings date is estimated for February 12, 2026, consistent with the company's historical pattern of mid-February releases for the prior year's fourth quarter. This report will cover Q4 2025 performance. Note that the date remains unconfirmed by the company, with estimates ranging to February 17 across analyst consensus.
Expedia (EXPE) Next Earnings Date
Expedia Group, Inc. (EXPE) is scheduled to report its next earnings on Thursday, February 12, 2026, covering the fourth quarter of 2025 (period ending December 31, 2025), with release expected after market close. This date aligns with the company's official announcement and consensus estimates from multiple financial data providers. Investors should monitor for any updates, as patterns indicate early February releases historically.
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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