ABNB Airbnb
Intrinsic value$52.97
Price (at call)$167.51
Margin of safety
-68.4%
vs market (rating basis)
-26.7%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 13.4% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 14.6% |
| Years to target margin | 5 |
| Sales-to-capital | 1.29 |
| Beta | 1.16 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 10.1% |
| Terminal WACC | 9.4% |
Valuation bridge
| PV of explicit FCFF | 8.99B |
| PV of terminal value | 17.69B |
| Equity value | 31.23B |
| ÷ shares → per share | $52.97 |
News
neutral -0.10 · 8 articles
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- Here Are Wednesday’s Top Wall Street Analyst Research Calls: Airbnb, Booking Holdings, Credicorp, Dutch Bros, Expedia, Hartford Financial Services, Group, Meritage Homes, Patchex, Yum! Brands, and More
- This stock is Morgan Stanley’s preferred online travel pick in new sector coverage
- Expedia Shares Fall 2.7% After Morgan Stanley Initiates Coverage at Underweight
- Can Airbnb (ABNB) Turn Its Housing Accelerator Into a Durable Edge on Regulatory Risk?
- Airbnb’s $250M housing accelerator program to start in Austin, Texas
- Airbnb Launches $250 Million Housing Initiative to Unlock $5 Billion in Investment
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 14.92B | 13.4% | 20.6% | 2.46B | 1.36B | 1.10B | 998.23M |
| 2 | 16.75B | 12.3% | 19.1% | 2.56B | 1.42B | 1.14B | 942.56M |
| 3 | 18.63B | 11.2% | 17.6% | 2.62B | 1.45B | 1.17B | 877.54M |
| 4 | 20.50B | 10.1% | 16.1% | 2.64B | 1.46B | 1.18B | 805.07M |
| 5 | 22.35B | 9.0% | 14.6% | 2.61B | 1.43B | 1.18B | 727.29M |
| 6 | 24.11B | 7.9% | 14.6% | 2.81B | 1.37B | 1.45B | 810.23M |
| 7 | 25.75B | 6.8% | 14.6% | 3.00B | 1.27B | 1.73B | 882.38M |
| 8 | 27.21B | 5.7% | 14.6% | 3.17B | 1.14B | 2.04B | 941.58M |
| 9 | 28.46B | 4.6% | 14.6% | 3.32B | 969.63M | 2.35B | 986.14M |
| 10 | 29.46B | 3.5% | 14.6% | 3.44B | 772.09M | 2.66B | 1.01B |