trivago Gestion
Gestion contrôle des critères 4/4
Le PDG trivago est Johannes Thomas, nommé en May2023, a un mandat de 3.33 ans. La rémunération annuelle totale est € 1.14M, composée du salaire de 43.2% et des bonus 56.8%, y compris les actions et options de la société. détient directement 0.77% des actions de la société, d'une valeur de $ 3.56M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 4.9 ans.
Informations clés
Johannes Thomas
Directeur général
€1.1m
Rémunération totale
| Pourcentage du salaire du PDG | 43.20% |
| Durée du mandat du directeur général | 3.3yrs |
| Propriété du PDG | 0.8% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 17
TRVG: Customer Concentration Will Keep 2026 Guidance Re Rating Risk Elevated
Analysts have increased their average price target on trivago from about $3.01 to roughly $5.00, citing solid recent earnings, raised fiscal 2026 guidance, a new 10% margin guide for 2028, and continued execution, while still flagging customer concentration risk and a lower warranted P/E multiple. Analyst Commentary on Trivago Recent research on trivago highlights a mix of appreciation for solid execution and growing caution around concentration and valuation risk.
Mise à jour du récit • Sep 03
TRVG: Higher Margins And Customer Concentration Will Shape Fairly Valued Shares
Analysts have lifted their average fair value estimate for trivago from about $4.56 to about $6.13, citing higher long term margin expectations and updated price targets that cluster around $5 to $8, despite concerns about revenue concentration with a small number of customers. Analyst Commentary Recent research on trivago points to a mixed but engaged view from Wall Street, with analysts reassessing the stock on the back of recent earnings, updated guidance and revised margin targets through 2028.
Mise à jour du récit • Aug 14
TRVG: Buyback And 2028 Margin Goal Will Support Upside Potential
Analysts have lifted their average price target on trivago to about $8 from around $6, citing solid recent earnings, raised guidance through fiscal 2026, a new 10% margin guide for fiscal 2028, and continued execution, while also flagging customer concentration as an ongoing risk. Analyst Commentary Recent Street research on trivago points to a more constructive tone from bullish analysts, with several lifting price targets following the latest earnings and guidance updates.Article d’analyse • Aug 12
trivago's (NASDAQ:TRVG) Strong Earnings Are Of Good Quality
trivago N.V. ( NASDAQ:TRVG ) just reported some strong earnings, and the market reacted accordingly with a healthy...Seeking Alpha • Aug 06
trivago: High Upside Left After Impressive Q2
Summary trivago N.V. reported great Q2 earnings momentum as the turnaround gains ground. Brand investments are clearly working for TRVG, driving high returns on marketing and improvements across operational metrics. Despite a volatile tourism industry environment, TRVG raised its 2026 guidance. I estimate TRVG stock to have 57% upside to $8.77; there's more upside left in the investment case. Read the full article on Seeking AlphaMise à jour du récit • Jul 31
TRVG: Rising Future P/E And Lower Margins Will Eventually Pressure Shares
Analysts have raised their price targets on trivago, with one recent revision lifting the target to $6 from $3.40. The change cites steady execution on the company’s priorities and updated assumptions around fair value, revenue growth, margins and future P/E.Mise à jour du récit • Jul 01
TRVG: Higher Discount Rate Will Eventually Pressure Overvalued Shares
Analysts have trimmed their price target on trivago to about $3.91 from roughly $4.37, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for trivago trivago N.V. announced that trading in its American Depositary Receipts on German stock exchanges has been restored as of June 26, 2026, following a settlement declaration from Clearstream Europe AG.Mise à jour du récit • Jun 17
TRVG: Share Repurchase Plan Will Support Improving Profitability Outlook
Analysts have modestly adjusted their price target for trivago to $5.99 from $5.51, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions discussed in recent research. What’s in the News for trivago trivago N.V. announced a share repurchase program to buy back up to €20 million of American Depositary Shares, with each ADS representing five Class A shares, funded from available working capital.Mise à jour du récit • Jun 02
TRVG: 2026 Buyback And Guidance Will Sustain Overvaluation Risk
Analysts have lowered their price target on trivago by $0.20, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News trivago N.V. announced a share repurchase program to buy back up to €20 million worth of American Depositary Shares (ADSs), with each ADS representing five Class A shares, funded from available working capital.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Nouveau récit • 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.Article d’analyse • 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 AlphaSeeking 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | €13m |
| Mar 31 2026 | n/a | n/a | €12m |
| Dec 31 2025 | €1m | €492k | €11m |
| Sep 30 2025 | n/a | n/a | €2m |
| Jun 30 2025 | n/a | n/a | -€25m |
| Mar 31 2025 | n/a | n/a | -€23m |
| Dec 31 2024 | €676k | €450k | -€24m |
| Sep 30 2024 | n/a | n/a | -€26m |
| Jun 30 2024 | n/a | n/a | -€193m |
| Mar 31 2024 | n/a | n/a | -€183m |
| Dec 31 2023 | €568k | €290k | -€164m |
| Sep 30 2023 | n/a | n/a | -€157m |
| Jun 30 2023 | n/a | n/a | -€41m |
| Mar 31 2023 | n/a | n/a | -€107m |
| Dec 31 2022 | n/a | n/a | -€127m |
| Sep 30 2022 | n/a | n/a | -€122m |
| Jun 30 2022 | n/a | n/a | -€50m |
| Mar 31 2022 | n/a | n/a | €7m |
| Dec 31 2021 | n/a | n/a | €11m |
| Sep 30 2021 | n/a | n/a | -€13m |
| Jun 30 2021 | n/a | n/a | -€21m |
| Mar 31 2021 | n/a | n/a | -€38m |
| Dec 31 2020 | €120k | €120k | -€245m |
| Sep 30 2020 | n/a | n/a | -€234m |
| Jun 30 2020 | n/a | n/a | -€231m |
| Mar 31 2020 | n/a | n/a | -€205m |
| Dec 31 2019 | €444k | €240k | €17m |
Rémunération vs marché: La rémunération totale de Johannes ($USD 1.31M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.41M ).
Rémunération et revenus: La rémunération de Johannes a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Johannes Thomas (38 yo)
3.3yrs
Titularisation
€1,139,000
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| MD for communication | 3.3yrs | €1.14m | 0.77% $ 3.6m | |
| Founder & Member of Supervisory Board | no data | pas de données | 17.84% $ 82.5m | |
| CFO, MD for Finance & Legal and Member of Management Board | 1.3yrs | €540.00k | 0.049% $ 225.1k | |
| MD for Product & Chief Product Officer | 3.7yrs | €1.09m | 0.77% $ 3.6m | |
| MD for Marketing & Chief Marketing Officer | 3.3yrs | €1.09m | 0.77% $ 3.6m | |
| Chief Technology Officer | less than a year | pas de données | pas de données | |
| Managing Director | 3.3yrs | pas de données | pas de données | |
| Chief Intelligence Officer | less than a year | pas de données | pas de données | |
| Chief Commercial Officer | less than a year | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
41.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de TRVG est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder & Member of Supervisory Board | 3.3yrs | pas de données | 17.84% $ 82.5m | |
| Independent Supervisory Board Member | 2.2yrs | €59.58k | 0.098% $ 451.9k | |
| Member of the Supervisory Board | 5.3yrs | pas de données | pas de données | |
| Chairman of Supervisory Board | 5.6yrs | €188.00k | 0.28% $ 1.3m | |
| Independent Member of Supervisory Board | 10.7yrs | €71.25k | 0.22% $ 1.0m | |
| Independent Temporary Member of Supervisory Board | 4.5yrs | €84.00k | 0.13% $ 588.5k | |
| Independent Supervisory Board Member | 5.3yrs | €69.25k | 0.19% $ 856.6k | |
| Member of Supervisory Board | 2.3yrs | pas de données | pas de données |
4.9yrs
Durée moyenne de l'emploi
55yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de TRVG sont considérés comme expérimentés (ancienneté moyenne 4.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/21 12:44 |
| Cours de l'action en fin de journée | 2026/09/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
trivago N.V. est couverte par 14 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Nathaniel Schindler | BofA Global Research |
| Naved Khan | B. Riley Securities, Inc. |
| Ronald Josey | Citigroup Inc |