SuperworthAirbnb ABNB
- Market cap
- $103B
- PE
- 39.1×
- 4y median 34.8×
- Forward PE
- 30.1×
- 6y median 33.2×
- Price to sales
- 7.8×
- EV/EBIT
- 34.1×
- Revenue, 12 months
- $13.2B
- +14% on a year ago
- Net margin
- 20.4%
- Free cash flow yield
- n/m
- not a meaningful number
Airbnb trades at 39.1× trailing earnings, near its ten-year median. Revenue was $13.2B over the last twelve months, up 14% on a year earlier with a 20% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $3.4B+18% | $2.2B+17% | $2.1B+18% | $2.7B+11% | $3.7B+10% | $2.5B+12% | $2.3B+6% | $3.1B+13% | $4.1B+10% | $2.8B+12% | $2.7B+18% | $3.6B+17% | |
| Cost of revenue | $459M+14% | $384M+11% | $480M+12% | $506M+17% | $465M+1% | $427M+11% | $506M+5% | $544M+8% | $549M+18% | $487M+14% | $581M+15% | $633M+16% |
| Gross profit | $2.9B+18% | $1.8B+18% | $1.7B+20% | $2.2B+9% | $3.3B+11% | $2.1B+12% | $1.8B+6% | $2.6B+14% | $3.5B+9% | $2.3B+12% | $2.1B+19% | $3B+17% |
| R&D | $419M+14% | $432M+9% | $475M+13% | $519M+15% | $524M+25% | $538M+25% | $568M+20% | $610M+18% | $587M+12% | $589M+10% | $638M+12% | $672M+10% |
| SG&A | $707M+13% | $1.6B+145% | $801M+16% | $888M+17% | $849M+20% | $795M−51% | $857M+7% | $998M+12% | $969M+14% | $1.1B+39% | $1B+22% | $1.2B+19% |
| $1.5B+24% | −$496M | $101M | $497M−5% | $1.5B+2% | $430M | $38M−62% | $612M+23% | $1.6B+7% | $269M−37% | $86M+126% | $758M+24% | |
| Interest expense | $6M+20% | $71M+1300% | n/a | n/a | n/a | n/a | n/a | $6M | n/a | n/a | n/a | $37M+517% |
| Pre-tax income | $1.7B+32% | −$383M | $293M+125% | $681M+1% | $1.7B+3% | $622M | $173M−41% | $779M+14% | $1.8B+3% | $393M−37% | $281M+62% | $897M+15% |
| −$2.7B | −$34M | $29M+116% | $126M+385% | $367M | $161M | $19M−35% | $137M+9% | $418M+14% | $52M−68% | $121M+537% | $81M−41% | |
| Net income | $4.4B+260% | −$349M | $264M+126% | $555M−15% | $1.4B−69% | $461M | $154M−42% | $642M+16% | $1.4B+0% | $341M−26% | $160M+4% | $816M+27% |
| $6.63+270% | −$0.55 | $0.41+128% | $0.86−12% | $2.13−68% | $0.72 | $0.24−42% | $1.03+20% | $2.21+4% | $0.56−22% | $0.26+8% | $1.37+33% | |
| 660M−3% | 640M−5% | 654M−2% | 649M−2% | 642M−3% | 636M−1% | 632M−3% | 626M−4% | 621M−3% | 614M−4% | 608M−4% | 597M−5% |
Gross profit: 26 periods, Q1 FY20 to Q2 FY26: not printed by the filing, worked out from its own lines.
Net income: Q1 FY23 and Q2 FY23: not printed by the filing, worked out from its own lines.
EPS, diluted: 6 periods, Q4 FY20 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q4 FY20 and Q4 FY23: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 4 periods, Q4 FY21 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $4.7B | $4.7B to $4.8B | $2.85 | $2.58 to $3.24 | 22 |
| Q4 FY26 | $3.2B | $3B to $3.6B | $0.85 | $0.74 to $1.04 | 21 |
| Q1 FY27 | $3B | $2.9B to $3.3B | $0.44 | $0.42 to $0.48 | 15 |
| Q2 FY27 | $4B | $3.9B to $4.4B | $1.57 | $1.49 to $1.74 | 9 |
| Q3 FY27 | $5.3B | $5.1B to $5.7B | $3.30 | $3.15 to $3.67 | 9 |
| Q4 FY27 | $3.5B | $3.4B to $3.8B | $1.07 | $1.02 to $1.19 | 12 |
| Q1 FY28 | $3.2B | $3.1B to $3.5B | $0.48 | $0.46 to $0.53 | 20 |
| Q2 FY28 | $4.5B | $4.4B to $4.9B | $1.80 | $1.72 to $2.00 | 10 |
Peers
Companies in Travel Services nearest Airbnb's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ABNBAirbnb | $103B | 39.1× | 34.8× | 30.1× | 7.8× | +14% | 20.4% |
| BKNGBooking | $117.1B | 17.2× | 32.2× | 14.0× | 4.1× | +13% | 25.5% |
| RCLRoyal Caribbean Cruises | $73.9B | 17.1× | 17.0× | 14.6× | 4.0× | +9% | 23.5% |
| CCLCarnival | $35.1B | 11.5× | 15.0× | 10.9× | 1.3× | +5% | 11.4% |
| EXPEExpedia | $34.7B | 18.0× | 31.7× | 12.8× | 2.2× | +12% | 13.0% |
| ROLRollins | $16.8B | 31.7× | 53.8× | n/m | 4.3× | +10% | 13.6% |
| Peer median | $35.1B | 17.2× | 31.7× | 13.4× | 4.0× | +10% | 13.6% |
Investors who own it
Investors we follow who held Airbnb at the end of Jun 30, 2026, from their 13F filings.
- Bill NygrenHarris Associates (Oakmark)3.6% of portfoliotrimmed
- Chuck AkreAkre Capital Management3.3% of portfoliotrimmed
- Polen CapitalPolen Capital2.0% of portfoliotrimmed
- Ron BaronBaron Capital0.4% of portfolioadded
- Tom GaynerMarkel Group0.3% of portfolio
- Cathie WoodARK Investment Management0.1% of portfoliotrimmed
More on Airbnb
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #4of 39Consumer cyclical stocks with the fastest expected revenue growth
- #5of 22Travel stocks with the highest profit margins
- #7of 22Travel stocks with the fastest revenue growth
- #10of 27Consumer cyclical stocks with the lowest PEG ratio
Its groups
About
- Industry
- Travel Services
- Sector
- Consumer Cyclical
Valuation data, not investment advice. Prices as of .