trivago N.V.

Informe acción NasdaqGS:TRVG

Capitalización de mercado: US$232.6m

trivago Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Johannes Thomas

Chief Executive Officer (CEO)

€1.1m

Compensación total

Porcentaje del salario del CEO43.20%
Permanencia del CEO3yrs
Participación del CEO0.8%
Permanencia media de la dirección1.9yrs
Promedio de permanencia en la Junta Directiva4.5yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 19

TRVG: 2026 Guidance And Higher Discount Rate Will Shape Fairly Priced Shares

Analysts have reduced trivago's target price by $0.20 as they factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bearish analysts framing the US$0.20 cut to trivago's target price highlight a more cautious stance on how the stock compares with their refreshed assumptions on discount rates, revenue trends, profit margins, and future P/E levels.
Seeking Alpha May 08

trivago: A Turnaround Investment Case Is In Play

Summary trivago N.V. has struggled significantly in past years due to industry shifts and Alphabet/Google's marketing changes. Financial momentum has started to turn, though. First quarter results continued TRVG's improved momentum. Revenues are growing and profitability is improving, as TRVG's shift to brand marketing has worked out well. A strong balance sheet and improving earnings make TRVG stock undervalued. I estimate 64% base scenario upside to $5.24. Read the full article on Seeking Alpha
Actualización de narrativa Apr 26

TRVG: 2026 Guidance And Mixed P/E Outlook Will Shape Fairly Priced Shares

Analysts recently reset trivago's price target, first trimming it by $0.50 and then lifting it by $0.10. This reflects updated views on its projected revenue growth, profit margins and future P/E assumptions.
Actualización de narrativa Apr 09

TRVG: 2026 Guidance Will Support Undervalued Thesis Despite Mixed P/E Assumptions

Analysts have adjusted their view on trivago, with the average price target now $0.10 higher. This reflects updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples discussed in recent research.
Actualización de narrativa Mar 25

TRVG: Discount Rate And 2026 Guidance Will Support Undervalued Bullish Thesis

Narrative Update Analysts have adjusted their price target for trivago to $0.10 higher, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E, after a recent sequence of both a $0.50 reduction and a subsequent $0.10 increase in published targets. Analyst Commentary Recent Street research around trivago has featured both a sizeable reduction and a smaller subsequent uplift in published price targets, which sends a mixed but still cautious message for investors tracking sentiment.
Actualización de narrativa Mar 10

TRVG: Discount Rate And 2026 Guidance Will Shape Balanced Risk Outlook

Analysts have adjusted their price target on trivago to $3.02 from $3.07, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent mixed target revisions ranging from $0.50 lower to $0.10 higher in Street research. Analyst Commentary The latest round of research on trivago shows a mixed but generally cautious tone.
Actualización de narrativa Feb 24

TRVG: Execution Risks And 2026 Guidance Will Define Balanced Risk Profile

Analysts have nudged their price target on trivago to $3.07 from $3.05, reflecting updated views on fair value, discount rate assumptions, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research on trivago reflects a mixed view, with the latest small uplift in the price target to US$3.07 following an earlier reduction to US$3.05.
Actualización de narrativa Feb 10

TRVG: Revised Earnings Outlook Will Shape Balanced Risk Reward Profile

Analysts have trimmed their price target on trivago by €0.50. This reflects updated views on fair value, discount rates, revenue expectations, profit margins, and future P/E assumptions.
Actualización de narrativa Jan 26

TRVG: Brand Marketing Optimization In Existing Markets Will Shape Balanced Future Outlook

Narrative Update The analyst price target for trivago has shifted to about $3.25 per share from $4.00, with analysts pointing to generally fine recent results and a focus on optimizing existing brand marketing spend rather than pushing into new markets. Analyst Commentary Bearish analysts have trimmed their expectations for trivago, cutting the price target to about US$3.25 from US$4.
Actualización de narrativa Jan 11

TRVG: Brand Marketing Efficiency In Existing Markets Will Shape Balanced Outlook

Analysts have trimmed their price target on trivago to US$3.25 from US$4.00, pointing to generally fine recent results and a focus on optimizing brand marketing spend within existing markets, rather than pushing into new ones. Analyst Commentary Bearish analysts are signaling a more cautious stance on trivago by trimming their expectations, even as they describe the latest quarter as generally fine.
Actualización de narrativa Dec 27

TRVG: Brand Marketing Optimization Will Define Balanced Outlook In Existing Markets

Analysts have trimmed their price target on trivago to $3.25 from $4.00, reflecting more cautious expectations as they balance generally solid recent results with a greater emphasis on optimizing brand marketing spend within existing markets, rather than pursuing aggressive geographic expansion. Analyst Commentary Bearish analysts cite the reduced price target as a reflection of lingering skepticism around trivago's ability to translate brand marketing investments into sustained, profitable growth.
Actualización de narrativa Dec 13

TRVG Will Balance Trimmed Outlook With Continued Brand Marketing In Existing Markets

Analysts have trimmed their fair value estimate for trivago from about $3.80 to roughly $3.00 per share, citing slightly softer long term growth and margin expectations, even as recent results were described as generally fine and marketing efforts shift toward optimizing spend within existing markets. Analyst Commentary Bearish analysts have reiterated a cautious stance on trivago following the latest quarterly update, trimming price targets to reflect a more conservative outlook on both growth and profitability.
Artículo de análisis Nov 11

The Strong Earnings Posted By trivago (NASDAQ:TRVG) Are A Good Indication Of The Strength Of The Business

trivago N.V. ( NASDAQ:TRVG ) just reported healthy earnings but the stock price didn't move much. Investors are...
Actualización de narrativa Aug 09

Developing Markets And AI Personalization Will Fuel Future Expansion

Trivago’s consensus price target was reduced as a result of a higher future P/E ratio and declining net profit margin, bringing its analyst fair value down from $4.91 to $4.58. What's in the News Provided earnings guidance for Q3 2025 and reaffirmed full year 2025 outlook.
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Nueva narrativa May 16

AI Filtering And Localized Marketing Will Improve Hotel Search Experience

Improved AI-driven marketing and user experience enhancements are boosting conversion rates and revenue growth.
Artículo de análisis Apr 21

Some trivago N.V. (NASDAQ:TRVG) Shareholders Look For Exit As Shares Take 35% Pounding

trivago N.V. ( NASDAQ:TRVG ) shares have retraced a considerable 35% in the last month, reversing a fair amount of...
Seeking Alpha Apr 15

trivago: I Think It's Dead Money

Summary trivago N.V. shows Q4 2024 topline growth and increased liquidity, benefiting from rebounding travel demand and improved operational efficiency despite inflation. Concerns include a business model easy to emulate, lagging digital innovation, shrinking book value, and increased competition from direct bookings by airlines and hotels. Technical analysis indicates bearish trends and potential price declines, with the stock not offering added value to portfolios at current valuations. Given sustainability concerns and competitive pressures, I recommend a sell rating for trivago N.V., as it doesn't justify the investment risk. Read the full article on Seeking Alpha
Seeking Alpha Feb 23

Trivago: Inadequate Risk/Reward Ratio

Summary Trivago's Q4 2024 results showed positive growth after six quarters of decline, with revenue up 3% and net income up 104% year-over-year. Despite improvements, Trivago's valuation remains uncertain due to the lack of a competitive advantage and difficulty in predicting future profitability. Management's strategy focuses on reinvesting profits into marketing, which delays positive cash flows and impacts the company's valuation. Given the high uncertainty and speculative nature, I do not believe Trivago offers an adequate risk/reward ratio at its current valuation. Read the full article on Seeking Alpha
Artículo de análisis Jan 31

trivago N.V. (NASDAQ:TRVG) Shares Fly 28% But Investors Aren't Buying For Growth

trivago N.V. ( NASDAQ:TRVG ) shares have continued their recent momentum with a 28% gain in the last month alone...
Artículo de análisis Nov 28

trivago N.V.'s (NASDAQ:TRVG) Shares Bounce 32% But Its Business Still Trails The Industry

trivago N.V. ( NASDAQ:TRVG ) shareholders would be excited to see that the share price has had a great month, posting a...
Artículo de análisis May 03

Earnings Update: trivago N.V. (NASDAQ:TRVG) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

As you might know, trivago N.V. ( NASDAQ:TRVG ) recently reported its quarterly numbers. Revenues of €101m came in a...
Seeking Alpha Apr 29

trivago: Fair Company, Wonderful Price

Summary Contrary to popular belief, Warren Buffett earned his greatest returns when focusing on fair companies trading at wonderful prices. trivago, still reeling from COVID-19 fallout and facing increasing competitive pressures, is by no means a wonderful company. Although, while not strictly meeting the criteria for a Benjamin Graham "cigar butt", trivago is potentially trading at a cheap enough valuation to be considered "wonderfully priced". Read the full article on Seeking Alpha
Artículo de análisis Apr 02

trivago (NASDAQ:TRVG) Shareholders Will Want The ROCE Trajectory To Continue

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Feb 16

trivago: Branded Growth Strategy May Lead To Potential Turnaround

Summary trivago is a hotel metasearch engine that generates revenue through a cost-per-click model, connecting users with hotel booking sites. The stock's performance has been underwhelming since going public, but they have shown promise for financial stability with consistent positive operating cash flows. Revenue growth has been in decline due to challenging performance marketing landscape. Focus on branded growth strategy could lead to increased direct traffic, accelerating ROAS. Read the full article on Seeking Alpha
Artículo de análisis Feb 09

Earnings Release: Here's Why Analysts Cut Their trivago N.V. (NASDAQ:TRVG) Price Target To US$3.54

trivago N.V. ( NASDAQ:TRVG ) last week reported its latest yearly results, which makes it a good time for investors to...
Artículo de análisis Oct 06

The Return Trends At trivago (NASDAQ:TRVG) Look Promising

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Artículo de análisis Jul 03

Are Investors Undervaluing trivago N.V. (NASDAQ:TRVG) By 40%?

Key Insights The projected fair value for trivago is US$2.19 based on 2 Stage Free Cash Flow to Equity Current share...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Johannes Thomas en comparación con los beneficios de trivago?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

€12m

Dec 31 2025€1m€492k

€11m

Sep 30 2025n/an/a

€2m

Jun 30 2025n/an/a

-€25m

Mar 31 2025n/an/a

-€23m

Dec 31 2024€676k€450k

-€24m

Sep 30 2024n/an/a

-€26m

Jun 30 2024n/an/a

-€193m

Mar 31 2024n/an/a

-€183m

Dec 31 2023€568k€290k

-€164m

Sep 30 2023n/an/a

-€157m

Jun 30 2023n/an/a

-€41m

Mar 31 2023n/an/a

-€107m

Dec 31 2022n/an/a

-€127m

Sep 30 2022n/an/a

-€122m

Jun 30 2022n/an/a

-€50m

Mar 31 2022n/an/a

€7m

Dec 31 2021n/an/a

€11m

Sep 30 2021n/an/a

-€13m

Jun 30 2021n/an/a

-€21m

Mar 31 2021n/an/a

-€38m

Dec 31 2020€120k€120k

-€245m

Sep 30 2020n/an/a

-€234m

Jun 30 2020n/an/a

-€231m

Mar 31 2020n/an/a

-€205m

Dec 31 2019€444k€240k

€17m

Compensación vs. Mercado: La compensación total ($USD1.33M) de Johannes está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD1.66M).

Compensación vs. Ingresos: La compensación de Johannes ha sido consistente con los resultados de la empresa en el último año.


CEO

Johannes Thomas (37 yo)

3yrs
Permanencia
€1,139,000
Compensación

Mr. Johannes Thomas is Managing Director for communication, strategy, partnerships & talents and culture, Member of Management Board & Chief Executive Officer of trivago N.V. from May 09, 2023. Prior to jo...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Johannes Thomas
MD for communication3yrs€1.14m0.77%
$ 1.8m
Rolf Theo Schromgens
Founder & Member of Supervisory Boardno datasin datos17.81%
$ 41.4m
Wolf Schmuhl
CFO, MD for Finance & Legal and Member of Management Boardless than a year€540.00k0.040%
$ 92.9k
Andrej Lehnert
MD for Product & Chief Product Officer3.3yrs€1.09m0.77%
$ 1.8m
Jasmine Ezz
MD for Marketing & Chief Marketing Officer3yrs€1.09m0.77%
$ 1.8m
Ioannis Papadopoulos
Chief Technology Officerless than a yearsin datossin datos
Tobias Thomas
Managing Director2.9yrssin datossin datos
Alexander Volkmann
Chief Intelligence Officerless than a yearsin datossin datos
Sherin Hegazy
Chief Commercial Officerless than a yearsin datossin datos
1.9yrs
Permanencia media
40.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TRVG no se considera experimentado ( 1.9 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Rolf Theo Schromgens
Founder & Member of Supervisory Board3yrssin datos17.81%
$ 41.4m
Brandon Pedersen
Independent Supervisory Board Member1.8yrs€59.58k0.077%
$ 179.8k
Robert Dzielak
Member of the Supervisory Board4.9yrssin datossin datos
Eric Hart
Chairman of Supervisory Board5.3yrs€188.00k0.28%
$ 658.0k
Lars Oestberg
Independent Member of Supervisory Board10.3yrs€71.25k0.22%
$ 518.4k
Mieke De Schepper
Independent Temporary Member of Supervisory Board4.2yrs€84.00k0.13%
$ 295.6k
Joana Breidenbach
Independent Supervisory Board Member4.9yrs€69.25k0.18%
$ 430.3k
Hari Nair
Member of Supervisory Board1.9yrssin datossin datos
4.5yrs
Permanencia media
54yo
Promedio de edad

Junta con experiencia: La junta directiva de TRVG se considera experimentada (4.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 13:59
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

trivago N.V. está cubierta por 14 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Nathaniel SchindlerBofA Global Research
Naved KhanB. Riley Securities, Inc.
Ronald JoseyCitigroup Inc