Airbnb, Inc.

LSE:0A8C Stock Report

Market Cap: US$83.9b

Airbnb Valuation

Is 0A8C undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0A8C when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0A8C ($134.6) is trading below our estimate of fair value ($240.47)

Significantly Below Fair Value: 0A8C is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0A8C?

Key metric: As 0A8C is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0A8C. This is calculated by dividing 0A8C's market cap by their current earnings.
What is 0A8C's PE Ratio?
PE Ratio45.6x
EarningsUS$1.84b
Market CapUS$83.85b

Price to Earnings Ratio vs Peers

How does 0A8C's PE Ratio compare to its peers?

The above table shows the PE ratio for 0A8C vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average31.8x
IHG InterContinental Hotels Group
31x11.0%UK£15.7b
WTB Whitbread
21.4x14.2%UK£5.1b
TRN Trainline
34.7x17.6%UK£1.9b
CPG Compass Group
40.3x16.9%UK£44.9b
0A8C Airbnb
45.6x17.7%US$83.9b

Price-To-Earnings vs Peers: 0A8C is expensive based on its Price-To-Earnings Ratio (45.6x) compared to the peer average (31.8x).

Price to Earnings Ratio vs Industry

How does 0A8C's PE Ratio compare vs other companies in the GB Hospitality Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
TAST Tasty
0.4x-75.9%US$2.36m
No more companies available in this PE range
0A8C 45.6xIndustry Avg. 20.1xNo. of Companies5PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0A8C is expensive based on its Price-To-Earnings Ratio (45.6x) compared to the UK Hospitality industry average (20.1x).

Price to Earnings Ratio vs Fair Ratio

What is 0A8C's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0A8C PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio45.6x
Fair PE Ratio40.3x

Price-To-Earnings vs Fair Ratio: 0A8C is expensive based on its Price-To-Earnings Ratio (45.6x) compared to the estimated Fair Price-To-Earnings Ratio (40.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0A8C forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$134.60
US$137.56
+2.2%
16.2%US$195.00US$85.00n/a36
Dec ’25US$136.11
US$137.37
+0.9%
16.4%US$195.00US$85.00n/a36
Nov ’25US$136.31
US$129.46
-5.0%
16.9%US$195.00US$80.00n/a36
Oct ’25US$124.98
US$126.81
+1.5%
17.7%US$195.00US$80.00n/a35
Sep ’25US$116.75
US$130.35
+11.6%
19.3%US$195.00US$80.00n/a33
Aug ’25US$134.00
US$153.04
+14.2%
16.3%US$200.00US$80.00n/a35
Jul ’25US$149.92
US$152.84
+2.0%
16.5%US$200.00US$80.00n/a35
Jun ’25US$143.16
US$152.84
+6.8%
16.5%US$200.00US$80.00n/a35
May ’25US$157.45
US$152.18
-3.3%
17.5%US$200.00US$80.00n/a35
Apr ’25US$165.43
US$147.70
-10.7%
15.9%US$195.00US$80.00n/a35
Mar ’25US$160.35
US$144.63
-9.8%
15.7%US$185.00US$80.00n/a35
Feb ’25US$145.70
US$139.22
-4.4%
16.7%US$185.00US$75.00n/a34
Jan ’25US$136.10
US$136.14
+0.03%
17.3%US$185.00US$75.00n/a34
Dec ’24US$134.08
US$135.28
+0.9%
16.2%US$185.00US$75.00US$136.1134
Nov ’24US$119.20
US$141.84
+19.0%
16.1%US$185.00US$75.00US$136.3134
Oct ’24US$136.76
US$143.99
+5.3%
15.5%US$185.00US$75.00US$124.9835
Sep ’24US$132.13
US$144.50
+9.4%
15.7%US$185.00US$75.00US$116.7536
Aug ’24US$148.90
US$136.81
-8.1%
17.1%US$185.00US$97.00US$134.0036
Jul ’24US$128.27
US$129.56
+1.0%
16.0%US$185.00US$95.00US$149.9234
Jun ’24US$113.00
US$130.31
+15.3%
15.8%US$185.00US$95.00US$143.1632
May ’24US$119.22
US$141.64
+18.8%
14.4%US$190.00US$98.00US$157.4533
Apr ’24US$124.27
US$142.03
+14.3%
14.5%US$190.00US$98.00US$165.4334
Mar ’24US$120.93
US$141.29
+16.8%
13.8%US$190.00US$98.00US$160.3534
Feb ’24US$110.47
US$126.59
+14.6%
18.1%US$180.00US$80.00US$145.7034
Jan ’24US$84.36
US$130.21
+54.3%
17.9%US$180.00US$80.00US$136.1034
Dec ’23US$101.12
US$131.48
+30.0%
16.8%US$180.00US$98.00US$134.0833

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 11:56
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Airbnb, Inc. is covered by 56 analysts. 43 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James CordwellAtlantic Equities LLP
Colin SebastianBaird
Ishan MajumdarBaptista Research