Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive industry comparison, evaluating Airbnb (NASDAQ:ABNB) in comparison to its major competitors within the Hotels, Restaurants & Leisure industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company’s performance in the industry.
Airbnb Background
Airbnb is the world’s largest online alternative accommodation travel agency; it also offers booking services for boutique hotels, experiences, and hotel-like services. Airbnb’s platform offers over 9 million active accommodation listings. Listings from the company’s 5 million-plus hosts are spread over almost every country in the world. In 2025, 42% of revenue was from North America, 39% from Europe, the Middle East, and Africa, 10% from Latin America, and 9% from Asia-Pacific. Transaction fees for online bookings account for all its revenue.
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| Airbnb Inc | 35.40 | 10.43 | 7.26 | 4.06% | $0.27 | $2.29 | 12.02% |
| Royal Caribbean Group | 17.39 | 7.25 | 4.15 | 7.49% | $1.57 | $2.02 | 13.21% |
| Carnival Corp | 12.05 | 2.91 | 1.44 | 2.04% | $1.27 | $2.23 | 6.11% |
| Viking Holdings Ltd | 31.64 | 33.16 | 5.58 | 31.67% | $0.45 | $0.71 | 27.76% |
| Expedia Group Inc | 27.91 | 26.13 | 2.45 | 15.64% | $0.59 | $3.2 | 11.4% |
| Norwegian Cruise Line Holdings Ltd | 21.01 | 3.98 | 0.94 | 0.65% | $0.55 | $0.92 | 6.4% |
| Choice Hotels International Inc | 15.22 | 30.50 | 3.51 | 38.3% | $0.12 | $0.21 | 0.1% |
| Hilton Grand Vacations Inc | 54.38 | 3.05 | 0.88 | 3.59% | $0.25 | $2.34 | 3.82% |
| Global Business Travel Group Inc | 28.18 | 2.02 | 1.12 | 5.29% | $0.14 | $0.45 | 34.01% |
| Average | 25.97 | 13.62 | 2.51 | 13.08% | $0.62 | $1.51 | 12.85% |
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