$ABNB and $EXPE both reported Q3 earnings today... $ABNB is up 1.1% after hours while $EXPE is up 12.2% after hours.
Let's compare $EXPE and $ABNB based on the current 2021 and 2022 estimates, these will change over the next few days as analysts update their numbers.
Let's compare $EXPE and $ABNB based on the current 2021 and 2022 estimates, these will change over the next few days as analysts update their numbers.
$EXPE has EV of $29B with 80% GM, estimated $8.3B of revs in 2021 and $11.4B in 2022 for 59.4% YoY growth in 2021, 37.2% YoY growth in 2022
$EXPE is expected to do $1.17B of EBITDA in 2021 and $2.34B of EBITDA in 2022
$EXPE is trading at 25x 2021 EV/EBITDA, 12.4x 2022 EV/EBITDA
$EXPE is expected to do $1.17B of EBITDA in 2021 and $2.34B of EBITDA in 2022
$EXPE is trading at 25x 2021 EV/EBITDA, 12.4x 2022 EV/EBITDA
$ABNB has EV of $106B with 79% GM, estimated $5.7B of revs in 2021 and $7.17B in 2022 for 68.8% YoY growth in 2021, 25.8% YoY growth in 2022
$ABNB is expected to do $1.18B of EBITDA in 2021 and $1.57B of EBITDA in 2022
$ABNB is trading at 90x 2021 EV/EBITDA, 67x 2022 EV/EBITDA
$ABNB is expected to do $1.18B of EBITDA in 2021 and $1.57B of EBITDA in 2022
$ABNB is trading at 90x 2021 EV/EBITDA, 67x 2022 EV/EBITDA
Can anyone explain to me why you'd want to own $ABNB instead of $EXPE?
In full disclosure $EXPE is a top 10 position in my portfolio and one of my top picks going into year end and 2022.
In full disclosure $EXPE is a top 10 position in my portfolio and one of my top picks going into year end and 2022.
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