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Web Travel Group Community
ASX:WEB Community
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Web Travel Group
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Web Travel Group
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
AI Integration And Emerging Middle Class Will Transform Global Travel
Key Takeaways Superior growth and accelerating margins are driven by AI, exclusive supplier partnerships, and leading share gains in emerging digital travel markets. Market underestimates profit and revenue potential, as investments and direct contracting enable faster, sustained margin expansion and competitive advantages.
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AU$8.04
FV
44.7% undervalued
intrinsic discount
18.87%
Revenue growth p.a.
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1 day ago
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Web Travel Group
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Global AI Shifts And Travel Risks Will Compress Margins
Key Takeaways New AI planning tools and alternative platforms threaten customer retention and revenue growth amid rising competition and market fragmentation. Regulatory scrutiny, global instability, and industry consolidation are likely to compress profit margins and challenge long-term earnings stability.
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AU$4.48
FV
0.7% undervalued
intrinsic discount
14.30%
Revenue growth p.a.
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10 days ago
author updated this narrative
Web Travel Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Demerger Into B2B And B2C Entities Will Streamline Operations And Stabilize Margins
Key Takeaways The demerger into B2B and B2C entities is expected to streamline operations, enhance core competencies, and improve revenue growth and margin stabilization. Significant technology investments and strategic buybacks aim to boost revenue growth, shareholder value, and earnings per share, supporting long-term operational stability.
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AU$6.37
FV
30.1% undervalued
intrinsic discount
15.47%
Revenue growth p.a.
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2 days ago
author updated this narrative
Your Valuation for
WEB
WEB
Web Travel Group
Your Fair Value
AU$
Current Price
AU$4.45
41.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-209m
615m
2015
2018
2021
2024
2025
2027
2030
Revenue AU$577.8m
Earnings AU$19.5m
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