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Tripadvisor, Inc.NasdaqGS:TRIP 株式レポート

時価総額 US$1.2b
株価
US$9.66
US$14.38
32.8% 割安 内在価値ディスカウント
1Y-36.9%
7D-14.7%
ポートフォリオ価値
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Tripadvisor, Inc.

NasdaqGS:TRIP 株式レポート

時価総額:US$1.2b

Tripadvisor(TRIP)株式概要

Tripadvisor, Inc.はオンライン旅行会社であり、世界中で旅行案内商品およびサービスの提供を行っている。 詳細

TRIP ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長4/6
過去の実績1/6
財務の健全性5/6
配当金0/6

TRIP Community Fair Values

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Tripadvisor, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Tripadvisor
過去の株価
現在の株価US$9.66
52週高値US$20.16
52週安値US$9.01
ベータ0.91
1ヶ月の変化-11.54%
3ヶ月変化-24.71%
1年変化-36.86%
3年間の変化-39.51%
5年間の変化-76.44%
IPOからの変化-64.81%

最新ニュース

ナラティブ更新 May 07

TRIP: Execution Headwinds In Core Business Will Continue To Limit Upside

Tripadvisor's analyst price target has been reduced by a few dollars, with analysts generally citing pressure on the core Hotel & Other segment, tougher AI related sentiment around online travel agents, and uncertainty about execution despite potential value from assets like Viator and TheFork. Analyst Commentary Recent research on Tripadvisor has skewed cautious, with several bearish analysts cutting price targets and reiterating Neutral views.

Recent updates

ナラティブ更新 May 07

TRIP: Execution Headwinds In Core Business Will Continue To Limit Upside

Tripadvisor's analyst price target has been reduced by a few dollars, with analysts generally citing pressure on the core Hotel & Other segment, tougher AI related sentiment around online travel agents, and uncertainty about execution despite potential value from assets like Viator and TheFork. Analyst Commentary Recent research on Tripadvisor has skewed cautious, with several bearish analysts cutting price targets and reiterating Neutral views.
ナラティブ更新 Apr 21

TRIP: Activist Board Changes And Experiences Focus Will Unlock Undervalued Potential

Analysts have trimmed the Tripadvisor fair value estimate from $24.10 to $22.00. This reflects updated assumptions for slightly softer revenue growth, modestly lower profit margins, a higher discount rate and a higher future P/E multiple that is broadly consistent with the recent wave of reduced Street price targets on the stock.
ナラティブ更新 Apr 07

TRIP: Activist Board Changes Will Likely Fail To Resolve Execution Risks

The analyst price target for Tripadvisor is now set closer to $14, with recent revisions clustering in the $11 to $14 range, as analysts factor in a clearer catalyst path highlighted by BofA, alongside concerns about legacy segment pressures, competitive gaps in Experiences, AI-related de-rating across online travel agents, and potential distractions from activist-driven board changes. Analyst Commentary Recent research on Tripadvisor shows a split view.
ナラティブ更新 Mar 24

TRIP: Activist Board Shake Up Will Likely Fail To Offset Structural Headwinds

Analysts have reduced Tripadvisor's price target by several dollars to a range of $11 to $14. This reflects updated sum-of-the-parts valuations for the core business, Viator and TheFork, along with ongoing concerns about pressures in legacy segments and competitive momentum in Experiences.
ナラティブ更新 Mar 08

TRIP: Activist Board Fight And Legacy Pressure Will Limit Near Term Upside

Analysts have cut their blended fair value estimate for Tripadvisor from $12.00 to $8.50. This reflects a series of lower Street price targets as they weigh ongoing pressure in legacy operations, a higher discount rate, more conservative growth and margin assumptions, and uncertainty around activist involvement and asset sales.
ナラティブ更新 Feb 22

TRIP: Activist Board Shake Up Will Refocus Experiences And Portfolio Simplification

The consensus analyst price target for Tripadvisor has shifted lower by about $2.60 to roughly $14.40, as analysts factor in softer expectations for core profitability and growth, alongside ongoing segment pressures and potential activist-driven changes to the board. Analyst Commentary Recent research updates on Tripadvisor cluster around Neutral ratings, but the reasoning behind those views gives you a useful checklist of what is working and what still needs to improve in the story.
Seeking Alpha Feb 18

Tripadvisor: A Focus On Experiences Won't Stop The Bleeding

Summary Tripadvisor remains a "Sell" as core hotel bookings underperform and competitive threats intensify, eroding brand value and market share. Q4 results disappointed, with flat revenue, sharp hotel booking declines, and adjusted EBITDA margins falling 670 bps year-over-year. Cost savings are insufficient, with only $85 million targeted (4% of revenue), while buybacks were poorly timed and failed to signal confidence. Potential upside from strategic actions or valuation appears limited, as fundamentals continue to deteriorate and experiences growth faces mounting competition. Read the full article on Seeking Alpha
分析記事 Feb 17

Tripadvisor, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

There's been a major selloff in Tripadvisor, Inc. ( NASDAQ:TRIP ) shares in the week since it released its full-year...
ナラティブ更新 Feb 08

TRIP: Experiences Pivot And Cost Cuts Will Reshape Risk Reward Profile

Analysts have trimmed their price targets on Tripadvisor, with our fair value estimate moving from $18.16 to $16.97 as they factor in a higher discount rate, more moderate revenue growth assumptions, and only slight changes to profit margin and future P/E expectations. Analyst Commentary Recent Street research on Tripadvisor has leaned more cautious on the stock's upside, with several firms lowering price targets while one higher profile upgrade reflects a more balanced risk and reward profile.
ナラティブ更新 Jan 24

TRIP: Experiences Shift And Workforce Cuts Will Restrain Near Term Upside

Analysts have trimmed their fair value estimate on Tripadvisor from $13.50 to $12.00. This reflects updated assumptions for slower revenue growth, softer profit margins, a higher discount rate and a higher future P/E multiple, despite ongoing interest in the company's shift toward experiences and AI enabled offerings.
分析記事 Sep 05

We Ran A Stock Scan For Earnings Growth And Tripadvisor (NASDAQ:TRIP) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Jul 11

After Leaping 27% Tripadvisor, Inc. (NASDAQ:TRIP) Shares Are Not Flying Under The Radar

Despite an already strong run, Tripadvisor, Inc. ( NASDAQ:TRIP ) shares have been powering on, with a gain of 27% in...
分析記事 Jul 02

What Does Tripadvisor, Inc.'s (NASDAQ:TRIP) Share Price Indicate?

Tripadvisor, Inc. ( NASDAQ:TRIP ), is not the largest company out there, but it led the NASDAQGS gainers with a...
分析記事 May 11

Tripadvisor, Inc. (NASDAQ:TRIP) Stocks Shoot Up 29% But Its P/E Still Looks Reasonable

Tripadvisor, Inc. ( NASDAQ:TRIP ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...
分析記事 Apr 09

Here's Why Tripadvisor (NASDAQ:TRIP) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Mar 11

Some Confidence Is Lacking In Tripadvisor, Inc. (NASDAQ:TRIP) As Shares Slide 27%

Tripadvisor, Inc. ( NASDAQ:TRIP ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Feb 27

Tripadvisor's (NASDAQ:TRIP) Soft Earnings Are Actually Better Than They Appear

The most recent earnings report from Tripadvisor, Inc. ( NASDAQ:TRIP ) was disappointing for shareholders. Despite the...
Seeking Alpha Feb 21

Tripadvisor: Don't Be Tempted - Maintaining Sell

Summary Tripadvisor reported positive earnings results for Q4, beating on EPS and revenue, but guiding for flat to declining revenue in Q1 of 2025. Viator segment is the growth engine for Tripadvisor, and TheFork is on its way up, but Brand Tripadvisor revenue has been sliding and is expected to continue to do so. Management's guidance for stabilizing Brand Tripadvisor by 2025 and returning to profitability by 2026 is too long-term to excite investors now. I hereon share my sentiment on Tripadvisor and why I don’t expect a near-term upside on the stock. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

The Take Over, The Break's Over - Sell Tripadvisor

Summary I'm downgrading Tripadvisor to a sell after the stock price almost nearly fulfilled the buyout premium and considering the higher risk profile if the deal doesn't go through. Liberty Media's majority vote and ongoing securities fraud investigation add risk to the takeover deal, making the stock less attractive to jump into at $17.90. Viator is Tripadvisor's growth engine, but it alone won't support outperformance, in my opinion, especially with strong competitors in the travel industry. Analysts show little positive sentiment, with a majority holding or selling, and I share that bearish sentiment. I share hereon my thoughts on Tripadvisor and why I see limited upside for the near term. Read the full article on Seeking Alpha
分析記事 Jan 22

Tripadvisor, Inc.'s (NASDAQ:TRIP) Shares May Have Run Too Fast Too Soon

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Interactive Media and Services industry in the...
Seeking Alpha Jan 17

Tripadvisor: Trim This Stock Amid Deteriorating Performance

Summary I am downgrading Tripadvisor, Inc. to neutral due to decelerating revenue trends and lack of meaningful catalysts for growth. Tripadvisor's merger with Liberty Tripadvisor, positioned as a buyback, reduces structural complexity but drains critical liquidity, impacting growth prospects. Meanwhile, fundamentals for the business continue to decline, with Tripadvisor and Viator both seeing decelerating trends. TRIP stock's valuation is appealing at <6x forward revenue, but its discount versus peers reflects its waning profitability while competitors are growing. Read the full article on Seeking Alpha
分析記事 Jan 01

Tripadvisor's (NASDAQ:TRIP) Returns On Capital Not Reflecting Well On The Business

What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...
Seeking Alpha Dec 18

An Elephant In The Room With The Tripadvisor Majority Vote Holders

Summary Tripadvisor's ownership structure gives Liberty TripAdvisor Holdings a majority vote despite having only a 21% economic interest. Liberty TripAdvisor Holdings faces significant financial challenges, risking its "going concern" status due to upcoming debt and preferred stock maturities in March 2025. Tripadvisor itself is financially healthy, but Liberty TripAdvisor Holdings lacks the cash to meet obligations without accessing Tripadvisor's funds. Potential resolutions include dividends from Tripadvisor, external funding, or bankruptcy, with the belief that a solution will be a catalyst for future gains. Read the full article on Seeking Alpha
分析記事 Nov 26

At US$14.21, Is It Time To Put Tripadvisor, Inc. (NASDAQ:TRIP) On Your Watch List?

While Tripadvisor, Inc. ( NASDAQ:TRIP ) might not have the largest market cap around , it received a lot of attention...
Seeking Alpha Nov 08

TripAdvisor: Isn't Worth The Trip; Sell

Summary TripAdvisor's stock plummeted after actively seeking a sale but failed to find a buyer, highlighting the market's (duly) skepticism about its competitive edge. Valuation challenges arise as profitable segments aren't growing and growing segments aren't profitable. TRIP is outcompeted by large competitors that enjoy network effects better. Its user-generated content is also challenged by AI tools and social media. Investment advice: TripAdvisor is not worth the trip. Read the full article on Seeking Alpha
分析記事 Oct 15

Tripadvisor, Inc.'s (NASDAQ:TRIP) Share Price Not Quite Adding Up

It's not a stretch to say that Tripadvisor, Inc.'s ( NASDAQ:TRIP ) price-to-sales (or "P/S") ratio of 1.1x right now...
User avatar
新しいナラティブ Sep 11

Shifting To Sustainable Models And High-Engagement Products Fuels Growth In Travel Tech

Diversifying from traditional hotel offerings to focus on high engagement products and services reveals a strategy for sustainable revenue growth.
分析記事 Aug 14

Shareholders Will Be Pleased With The Quality of Tripadvisor's (NASDAQ:TRIP) Earnings

Even though Tripadvisor, Inc. ( NASDAQ:TRIP ) posted strong earnings, investors appeared to be underwhelmed. We have...
Seeking Alpha Aug 05

Tripadvisor: High Conviction Buy -Will Heavy Tourist Activist Lead To Powerful Guidance

Summary Tripadvisor management's decision to terminate exploration of a company sale brought the stock back into play in May. Q2 expectations are muted due to a tough comp and the Early Easter holiday this year. The Olympics, the travel surge to parts of Europe including Spain, and the easier Q3 guidance raise the likelihood that TRIP shares rally after Q2 results are discussed. TRIP is my Top Pick at this moment. Read the full article on Seeking Alpha
分析記事 Aug 05

Does Tripadvisor (NASDAQ:TRIP) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jul 12

Be Wary Of Tripadvisor (NASDAQ:TRIP) And Its Returns On Capital

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 May 09

Tripadvisor, Inc.'s (NASDAQ:TRIP) 33% Share Price Plunge Could Signal Some Risk

Tripadvisor, Inc. ( NASDAQ:TRIP ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha May 08

Tripadvisor Plummet On M&A Rejection Brings The Stock Back Into Play

Summary Tripadvisor shares have fallen over 35% after the company rejected the idea of being acquired in the near term. This provides an excelled opportunity for investors who believe in Tripadvisor's standalone business. Viator, a subsidiary of Tripadvisor, represents almost 50% of revenues and is a growth engine for the company. I'm very excited about the potential for this division. Read the full article on Seeking Alpha
分析記事 Apr 24

Is Tripadvisor (NASDAQ:TRIP) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Apr 08

Why Tripadvisor, Inc. (NASDAQ:TRIP) Could Be Worth Watching

Tripadvisor, Inc. ( NASDAQ:TRIP ), is not the largest company out there, but it saw a significant share price rise of...
Seeking Alpha Mar 27

Tripadvisor: Appears Fully Valued After Takeover News

Summary Tripadvisor's stock performance has been underwhelming overall, with volatility over the past five years. The company's fundamentals are decent, with revenue back to pre-COVID levels and steady liquidity. Its tour business, Viator, could be a catalyst for future growth. Since the news of Apollo takeover interest broke, its share price has appreciated considerably, making it expensive today. Read the full article on Seeking Alpha
分析記事 Mar 24

Tripadvisor, Inc.'s (NASDAQ:TRIP) Intrinsic Value Is Potentially 46% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tripadvisor fair value estimate is US$41.66 Current share...
分析記事 Feb 14

Subdued Growth No Barrier To Tripadvisor, Inc. (NASDAQ:TRIP) With Shares Advancing 30%

The Tripadvisor, Inc. ( NASDAQ:TRIP ) share price has done very well over the last month, posting an excellent gain of...

株主還元

TRIPUS Interactive Media and ServicesUS 市場
7D-14.7%0.6%2.6%
1Y-36.9%73.3%26.2%

業界別リターン: TRIP過去 1 年間で73.3 % の収益を上げたUS Interactive Media and Services業界を下回りました。

リターン対市場: TRIPは、過去 1 年間で26.2 % のリターンを上げたUS市場を下回りました。

価格変動

Is TRIP's price volatile compared to industry and market?
TRIP volatility
TRIP Average Weekly Movement8.5%
Interactive Media and Services Industry Average Movement8.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: TRIP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TRIPの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20002,555Matt Goldbergwww.tripadvisor.com

オンライン旅行会社であるTripadvisor, Inc.は、世界中で旅行ガイド商品およびサービスの提供に従事している。同社は3つのセグメントで事業を展開している:エクスペリエンス事業、ホテル・その他事業、ザ・フォーク事業。エクスペリエンス部門は、ツアー、アクティビティ、アトラクションのオンライン旅行代理店を運営し、旅行者が旅行先、観光地、体験、宿泊施設、レストラン、クルーズの評価やレビュー、意見といった形で本物のユーザー生成コンテンツを発見、生成、共有するための旅行案内プラットフォームとして機能している。ホテル・その他部門は、主にトリップアドバイザーのホテルおよびレストランガイドプラットフォーム(ホテルのメタサーチを含む)と、主にホテルおよびレストラン向けの関連広告サービスから構成されている。フォーク部門はオンラインマーケットプレイスを提供し、レストランをオンラインで検索・予約できる。Tripadvisor, Inc.は2000年に設立され、マサチューセッツ州ニーダムに本社を置いている。

Tripadvisor, Inc. 基礎のまとめ

Tripadvisor の収益と売上を時価総額と比較するとどうか。
TRIP 基礎統計学
時価総額US$1.22b
収益(TTM)US$18.60m
売上高(TTM)US$1.88b
60.4x
PER(株価収益率
0.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TRIP 損益計算書(TTM)
収益US$1.88b
売上原価US$694.10m
売上総利益US$1.18b
その他の費用US$1.16b
収益US$18.60m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.16
グロス・マージン62.99%
純利益率0.99%
有利子負債/自己資本比率187.8%

TRIP の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 09:46
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Tripadvisor, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
Trevor YoungBarclays
Anthony DiClementeBarclays
Frederick MoranBenchmark Company