Stock analysis · Bull Rankings model

ABNB analysis

Airbnb, Inc.Travel Services. Scored on the same transparent model behind the daily rankings.

Airlines & Travel
ABNB
Airbnb, Inc. · Travel Services
FCF$4.8bB
Rev+13.6%B+
D/E0.33A-
P/E42.2xC
PEG1.41B
52Score
$184.70$110.6B
1Y Target$158.35Analyst consensus · 39 analysts
5Y Target$231.83Compound horizon
10Y Target$343.91Long-dated conviction
FCF$4.8bTTM
B
FCF $4.8b — solid, comfortably covers operations and capital return
Rev+13.6%TTM YoY
B+
Revenue +13.6% — above sector median, healthy trajectory
D/E0.33
A-
D/E 0.33 — less debt than most Consumer Cyclical peers (≈25th pctile)
P/E42.2x
C
P/E 42.2 — expensive vs Consumer Cyclical peers (≈90th pctile)
PEG1.41
B
PEG 1.41 — acceptable premium for growth

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 52
Quality0.95
Growth0.50
Value0.30
Why this score
  • Buying back stock
  • Durable high returns
  • Cyclical growth
Entry · Margin of safety
52-week rangeNear 52-week high
1% off the 12-month high
vs DCF fair value27% aboveest. fair value ~$145
What the price assumes: free cash flow compounding at ~17% a year for the next decade — vs the ~17% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability38% · B+gross profit ÷ total assets (Novy-Marx)
ROIC21.1% · Areturn on invested capital — not score-weighted

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Travel Services · market cap $110.6b. Trading near 52-week high of $185.99 — momentum setup, limited technical margin of safety. Revenue growing +14%, comfortably above the S&P median. 39 sell-side analysts rate this a Buy with a mean 1-yr target of $158.35 (implying -14% upside).
Moat
Net margin 20% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 179% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Horizon
1-3 yr $158.35 (39-analyst consensus) — fundamentals + valuation re-rating. 5 yr $231.83 at ~5% CAGR — compounding case rests on the competitive position widening. 10 yr $343.91 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

ABNB vs the Top Picks average

PillarABNBBook avgDiff
Quality0.950.83+0.11
Growth0.500.92-0.42
Value0.300.75-0.45

Averaged across the 30 names in today's Top Picks (mean score 82.4). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+0.2 over 37 daily scores
From 51.8 (Jun 22) → 52.0 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
10
Position size
$1,847
3.7% of portfolio
Stop price
$138.52
25% below $184.70
$ at risk if stopped
$461.75
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Airbnb, Inc. (ABNB): score, valuation & FAQ

Airbnb, Inc. (ABNB) is a Travel Services company that scores 52 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are D/E (A-) and Rev (B+). On valuation, ABNB sits about 27% above our discounted-cash-flow fair value — the current price implies roughly 17% annual free-cash-flow growth over the next decade.

Is ABNB a good stock to buy?

Bull Rankings scores ABNB 52 out of 100 on its quality-growth model, which is a middling reading. That is driven by D/E (A-) and Rev (B+). A score is a quantitative screen of Airbnb, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does ABNB score 52 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). ABNB earns its highest marks on D/E (A-) and Rev (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is ABNB overvalued or undervalued?

Based on $184.70, ABNB sits about 27% above our discounted-cash-flow fair value — the current price implies roughly 17% annual free-cash-flow growth over the next decade. It trades at a 42.2x× P/E (graded C). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in ABNB?

Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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