trivago N.V.

NasdaqGS:TRVG 株式レポート

時価総額:US$232.6m

trivago マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Johannes Thomas

最高経営責任者

€1.1m

報酬総額

CEO給与比率43.20%
CEO在任期間3yrs
CEOの所有権0.8%
経営陣の平均在職期間1.9yrs
取締役会の平均在任期間4.5yrs

経営陣の近況

Recent updates

ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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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新しいナラティブ 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.
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

trivago の収益と比較して、Johannes Thomas の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Johannesの 総報酬 ($USD 1.33M ) は、 US市場 ($USD 1.66M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Johannesの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Johannes Thomas (37 yo)

3yrs
在職期間
€1,139,000
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Johannes Thomas
MD for communication3yrs€1.14m0.77%
$ 1.8m
Rolf Theo Schromgens
Founder & Member of Supervisory Boardno dataデータなし17.81%
$ 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 yearデータなしデータなし
Tobias Thomas
Managing Director2.9yrsデータなしデータなし
Alexander Volkmann
Chief Intelligence Officerless than a yearデータなしデータなし
Sherin Hegazy
Chief Commercial Officerless than a yearデータなしデータなし
1.9yrs
平均在職期間
40.5yo
平均年齢

経験豊富な経営陣: TRVGの経営陣は 経験豊富 とはみなされません ( 1.9年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Rolf Theo Schromgens
Founder & Member of Supervisory Board3yrsデータなし17.81%
$ 41.4m
Brandon Pedersen
Independent Supervisory Board Member1.8yrs€59.58k0.077%
$ 179.8k
Robert Dzielak
Member of the Supervisory Board4.9yrsデータなしデータなし
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 Board1.9yrsデータなしデータなし
4.5yrs
平均在職期間
54yo
平均年齢

経験豊富なボード: TRVGの 取締役会経験豊富 であると考えられます ( 4.5年の平均在任期間)。


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2026/05/26 14:00
終値2026/05/22 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

trivago N.V. 5 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。14

アナリスト機関
Nathaniel SchindlerBofA Global Research
Naved KhanB. Riley Securities, Inc.
Ronald JoseyCitigroup Inc