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 pivots to regulated apartments and fraud crackdown to fuel growth amid tightening rules.
- Promoting 'Airbnb-friendly' apartments to bypass standalone rental bans in regulated cities, preserving host availability and guest options.
- Intensifying efforts to remove fraudulent listings, bolstering platform reliability and repeat business through enhanced trust.
- Releasing upbeat 2026 travel trends like Gen Z quick trips and solo adventures, signaling robust future demand.
Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst
- Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
- Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
- Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.
Airbnb pivots to regulated apartments and fraud crackdown to fuel growth amid tightening rules.
- Promoting 'Airbnb-friendly' apartments to bypass standalone rental bans in regulated cities, preserving host availability and guest options.
- Intensifying efforts to remove fraudulent listings, bolstering platform reliability and repeat business through enhanced trust.
- Releasing upbeat 2026 travel trends like Gen Z quick trips and solo adventures, signaling robust future demand.
Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst
- Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
- Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
- Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.
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. This release will cover the fourth quarter of 2025 (Q4 2025) financial results. Expectations cluster around this date per multiple analyst projections, though minor variations exist to February 16-17.
Expedia (EXPE) Next Earnings Date
Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.
Airbnb (ABNB) Next Earnings Date
Airbnb (ABNB) is scheduled to report its next earnings on February 12, 2026. This release will cover the fourth quarter of 2025 (Q4 2025) financial results. Expectations cluster around this date per multiple analyst projections, though minor variations exist to February 16-17.
Expedia (EXPE) Next Earnings Date
Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.
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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