Airbnb Intrinsic Value Calculation – AustralianSuper increases stake in Airbnb by 20.4% in fourth quarter
March 30, 2024
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Airbnb ($NASDAQ:ABNB), Inc. is a multinational corporation that operates an online marketplace for lodging, primarily focused on vacation rentals and homestays. One way that investors can track the activity of large institutional investors like AustralianSuper is through their Form 13F filings. These filings are required by the U.S. Securities and Exchange Commission and provide a quarterly snapshot of the investment holdings of certain institutional investment managers. This includes information on the number of shares and value of each stock that the manager holds. In the most recent Form 13F filing for AustralianSuper, it was revealed that the company had increased its stake in Airbnb by 20.4% during the fourth quarter. This means that the superannuation fund now holds a larger percentage of Airbnb’s outstanding shares compared to its previous filing.
This increase in stake could indicate that AustralianSuper has confidence in Airbnb’s future growth potential and sees it as a valuable investment opportunity. This news comes at a time when Airbnb’s stock has been performing well since its initial public offering. In fact, its stock price has more than doubled since its debut, indicating strong investor interest and confidence in the company. As Airbnb continues to expand its global presence and capitalize on current market trends, it will be interesting to see if other large institutional investors also increase their stakes in the company.
Analysis – Airbnb Intrinsic Value Calculation
As an analyst, I have conducted a thorough analysis of AIRBNB’s current state of well-being. Based on my research and calculations, I have determined that the intrinsic value of AIRBNB’s share is approximately $186.3. This value was derived from our proprietary Valuation Line, which takes into account various financial and market factors. Currently, the stock price of AIRBNB is trading at $168.0. This means that the stock is undervalued by approximately 9.8%, making it a prime opportunity for investors to consider purchasing. This undervaluation indicates that there is potential for the stock price to increase in the future, providing a profitable opportunity for shareholders. Overall, my analysis suggests that AIRBNB is in a strong position with room for growth. Its undervalued stock price presents a favorable opportunity for investors looking to add to their portfolio. However, as with any investment, it is important to consider all factors and conduct one’s own research before making a decision. Airbnb_by_20.4_in_fourth_quarter”>More…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Airbnb. More…
| Total Revenues | Net Income | Net Margin |
| 9.92k | 4.79k | 48.3% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Airbnb. More…
| Operations | Investing | Financing |
| 3.88k | -1.04k | -2.43k |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Airbnb. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 20.64k | 12.48k | 12.8 |
Key Ratios Snapshot
Some of the financial key ratios for Airbnb are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 43.2% | 207.0% | 22.0% |
| FCF Margin | ROE | ROA |
| 39.2% | 15.8% | 6.6% |
Peers
Airbnb Inc is an American online marketplace that connects people who need a place to stay with people who need to rent out extra space. Its competitors are Booking Holdings Inc, Expedia Group Inc, Marriott International Inc.
– Booking Holdings Inc ($NASDAQ:BKNG)
Booking Holdings Inc. is a global technology platform for the travel and tourism industry. The company connects travelers with the world’s largest selection of travel options, including flights, hotels, cars, tours, and activities. The company also operates a number of travel websites, including Booking.com, Kayak.com, and OpenTable.com.
Booking Holdings Inc. has a market cap of $74.23 billion as of 2022. The company has a return on equity of 35.49%. Booking Holdings Inc. operates a number of travel websites, including Booking.com, Kayak.com, and OpenTable.com. The company connects travelers with the world’s largest selection of travel options, including flights, hotels, cars, tours, and activities.
– Expedia Group Inc ($NASDAQ:EXPE)
Expedia Group Inc is a publicly traded company with a market capitalization of $14.73 billion as of 2022. The company has a return on equity of 28.99%. Expedia Group Inc is a global online travel company that operates a number of travel-related websites, including Expedia.com, Hotels.com, and Travelocity. The company also owns and operates a number of other travel-related businesses, including eLong and trivago.
– Marriott International Inc ($NASDAQ:MAR)
Marriott International Inc is a publicly traded company with a market capitalization of $51.96 billion as of 2022. The company operates in the hotel and lodging industry and has a portfolio of over 7,000 properties in more than 130 countries and territories. Marriott International Inc reported a return on equity of 90.72% for the year ended December 31, 2020.
Summary
AustralianSuper Pty Ltd, a leading investment company, recently increased its stake in Airbnb, Inc. by 20.4% during the fourth quarter. This indicates growing confidence in Airbnb’s potential for growth and profitability. The investment company’s decision is likely based on extensive financial analysis and market research, indicating positive trends and potential for good returns on investment.
This move also highlights the attractiveness of the vacation rental industry, where Airbnb is a major player. Overall, this news reaffirms the positive outlook for Airbnb’s future performance and signals a strong potential for continued growth and success in the market.
