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Stocks/Consumer Discretionary/Hotels, Resorts & Cruise Lines

AirbnbABNB

Hotels, Resorts & Cruise Lines · San Francisco, California · In the S&P 500
High qualityPricier than peers
$164.39−1.24%After hours: $164.15 (−0.15%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 30.0% over 1 year
Airbnb over 1 yearDaily close, $, to 30 Oct 2026
$125$150$175Nov2026MarMayJulSep$164.39$150NovMarJul$164.39
Source: Nasdaq daily closes
Market value$96.92B
Price to earnings37.4x
Forward P/E29.1x
Dividend yield–
Year to date+21.1%
One year+30.0%
Next earningsThu 5 Nov, after the close
SectorConsumer Discretionary
52-week range (closes)
$111.54$190.50

Quality and valuation

How Airbnb compares with other consumer discretionary stocks. A description, not a recommendation.

Airbnb and 7 hotels, resorts & cruise lines peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: pricier than most

A stronger business than most consumer discretionary companies, priced above most of them.

Airbnb trades at 29.1 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +13.6% vs +8.1%
  • Keeps more of each sale (gross margin): 82.9% vs 40.5%
  • More profitable (operating margin): 20.8% vs 13.8%
ABNB trades at 29.1x forward earnings, above the sector medianForward p/e, Hotels, Resorts & Cruise Lines peers
CCL12.1xEXPE12.5xBKNG13.3xNCLH15.5xRCL16.4xABNB29.1xMAR33.5xHLT37.0xSector median 19.5xCCL12.1xEXPE12.5xBKNG13.3xNCLH15.5xRCL16.4xABNB29.1xMAR33.5xHLT37.0xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 37.4x earnings, ABNB is pricier than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x30x50xAverage 32.8x2025202637.4x20xAverage 32.8x2025202637.4x
Source: Nasdaq prices; SEC filings

Financials

From Airbnb's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 16.5% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0bn$2bn$4bnQ3 ’24Q1 ’25Q3 ’25$3.6bnQ2 ’26$0bn$2bn$4bnQ3 ’24Q1 ’25Q3 ’25$3.6bnQ2 ’26
Source: SEC filings
Growth slowed to +16.5% last quarterRevenue growth, year on year, %
0%5%10%15%Q3 ’24Q1 ’25Q3 ’2516.5%Q2 ’260%10%Q3 ’24Q1 ’25Q3 ’2516.5%Q2 ’26
Source: SEC filings
Operating margin was 21.0% last quarterOperating income as a share of revenue, %
0%20%40%Q3 ’24Q1 ’25Q3 ’2521.0%Q2 ’260%20%40%Q3 ’24Q1 ’25Q3 ’2521.0%Q2 ’26
Source: SEC filings
Diluted EPS was $1.37 last quarterQuarterly diluted earnings per share, $
$0$1$2Q3 ’24Q1 ’25Q3 ’25$1.37Q2 ’26$0$1$2Q3 ’24Q1 ’25Q3 ’25$1.37Q2 ’26
Source: SEC filings
Last 12 monthsABNBSector median
Revenue growth+13.6%+8.1%
Gross margin82.9%40.5%
Operating margin20.8%13.8%
Price to earnings37.4x21.0x

Stories on Airbnb

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Similar companies

Hotels, Resorts & Cruise Lines, by market value.

CompanyPriceTodayYTDValue
BKNGBooking Holdings$148.13−1.53%−30.8%$111B
MARMarriott International$399.30−0.09%+28.7%$104B
RCLRoyal Caribbean Group$307.18−1.08%+10.1%$82.16B
HLTHilton Worldwide$356.920.00%+24.3%$79.42B
CCLCarnival$28.83−0.03%−5.6%$38.77B
EXPEExpedia Group$285.93+1.13%+0.9%$34.32B
NCLHNorwegian Cruise Line Holdings$17.57−3.57%−21.3%$8.07B