trivago 향후 성장
Future 기준 점검 3/6
trivago (는) 각각 연간 20.7% 및 8.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.4% 로 예상됩니다.
핵심 정보
20.7%
이익 성장률
10.46%
EPS 성장률
| Interactive Media and Services 이익 성장 | 12.3% |
| 매출 성장률 | 8.1% |
| 향후 자기자본이익률 | 14.40% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 07 May 2026 |
최근 향후 성장 업데이트
Recent updates
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.새 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 732 | 28 | 39 | 37 | 3 |
| 12/31/2027 | 671 | 21 | 28 | 29 | 5 |
| 12/31/2026 | 618 | 4 | 13 | 19 | 5 |
| 3/31/2026 | 568 | 12 | 14 | 18 | N/A |
| 12/31/2025 | 549 | 11 | 3 | 8 | N/A |
| 9/30/2025 | 524 | 2 | 11 | 15 | N/A |
| 6/30/2025 | 504 | -25 | 7 | 10 | N/A |
| 3/31/2025 | 484 | -23 | 10 | 13 | N/A |
| 12/31/2024 | 461 | -24 | 17 | 20 | N/A |
| 9/30/2024 | 458 | -26 | 6 | 9 | N/A |
| 6/30/2024 | 470 | -193 | 6 | 10 | N/A |
| 3/31/2024 | 475 | -183 | 14 | 17 | N/A |
| 12/31/2023 | 485 | -164 | 24 | 28 | N/A |
| 9/30/2023 | 498 | -157 | 43 | 46 | N/A |
| 6/30/2023 | 524 | -41 | 66 | 69 | N/A |
| 3/31/2023 | 544 | -107 | 55 | 58 | N/A |
| 12/31/2022 | 535 | -127 | 62 | 66 | N/A |
| 9/30/2022 | 519 | -122 | 90 | 94 | N/A |
| 6/30/2022 | 474 | -50 | 55 | 59 | N/A |
| 3/31/2022 | 425 | 7 | 55 | 59 | N/A |
| 12/31/2021 | 361 | 11 | 29 | 33 | N/A |
| 9/30/2021 | 305 | -13 | -26 | -22 | N/A |
| 6/30/2021 | 227 | -21 | -23 | -19 | N/A |
| 3/31/2021 | 147 | -38 | 5 | 10 | N/A |
| 12/31/2020 | 249 | -245 | 2 | 8 | N/A |
| 9/30/2020 | 372 | -234 | 18 | 25 | N/A |
| 6/30/2020 | 562 | -231 | 16 | 24 | N/A |
| 3/31/2020 | 769 | -205 | 13 | 21 | N/A |
| 12/31/2019 | 839 | 17 | N/A | 74 | N/A |
| 9/30/2019 | 850 | 25 | N/A | 69 | N/A |
| 6/30/2019 | 853 | 35 | N/A | 125 | N/A |
| 3/31/2019 | 864 | 8 | N/A | 59 | N/A |
| 12/31/2018 | 915 | -21 | N/A | -5 | N/A |
| 9/30/2018 | 930 | -42 | N/A | -15 | N/A |
| 6/30/2018 | 964 | -58 | N/A | -82 | N/A |
| 3/31/2018 | 1,027 | -40 | N/A | -31 | N/A |
| 12/31/2017 | 1,035 | -12 | N/A | -9 | N/A |
| 9/30/2017 | 1,023 | 49 | N/A | 1 | N/A |
| 6/30/2017 | 982 | 54 | N/A | 21 | N/A |
| 3/31/2017 | 862 | 6 | N/A | 33 | N/A |
| 12/31/2016 | 754 | 1 | N/A | 31 | N/A |
| 9/30/2016 | 684 | -53 | N/A | 24 | N/A |
| 6/30/2016 | 597 | -73 | N/A | 15 | N/A |
| 3/31/2016 | 535 | -31 | N/A | -4 | N/A |
| 12/31/2015 | 493 | -39 | N/A | -1 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TRVG 의 연간 예상 수익 증가율(20.7%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: TRVG 의 연간 수익(20.7%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: TRVG 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: TRVG 의 수익(연간 8.1%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TRVG 의 수익(연간 8.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TRVG의 자본 수익률은 3년 후 14.4%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 13:28 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
trivago N.V.는 15명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Nathaniel Schindler | BofA Global Research |
| Naved Khan | B. Riley Securities, Inc. |
| James Fuller | BTIG |