NASD · Consumer Cyclical · Travel Services · USA
Airbnb Inc is a large cap company (market value between $10 billion and $200 billion) in the Travel Services industry.
Airbnb operates an online platform that brings together hosts offering accommodations, experiences, and services with guests seeking to book them across numerous countries and regions. The company provides hosts with management tools and guests with discovery features, while maintaining a trust system encompassing reviews, secure payments, and safety protections.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Airbnb Inc stock.
Overvalued: intrinsic value $95.69 per share, market price $175.46, margin of safety -83.4% (as of 2026-10-19).
Discounting its cash flows at 10.9% (average of 3 methods) values the shares at $95.69; the price of $175.46 is 83% above that value, and 71% of that value comes from beyond year five.
Leak Score: 50/100 on 8 of 12 signals (Weak Signal).
17 more funds hold it; the full list is part of the paid plan.
3 more in this industry show a wider margin of safety.
ABNB is overvalued (as of the 2026-10-19 close). Discounting its cash flows at 10.9% (average of 3 methods) values the shares at $95.69; the price of $175.46 is 83% above that value, and 71% of that value comes from beyond year five.
$95.69 per share (as of the 2026-10-19 close), against a market price of $175.46. That is a margin of safety of -83.4%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price needs faster growth than we project for any company. It is betting on an exception. Yearly sales growth the price needs: 49.3%. Yearly sales growth it has sustained: 18.1%.
50 out of 100, which we rate "Weak Signal", on 8 of 12 value investing signals.