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Airbnb: Cheaper Than Before, But Still No Bargain

Oct. 06, 2021 8:25 AM ETAirbnb, Inc. (ABNB) StockBKNG, EXPE5 Comments
Daniel Schönberger profile picture
Daniel Schönberger


  • Airbnb is recovering from the COVID-19 crisis and could grow revenue with a high pace.
  • With a huge addressable market and booking trends that should be beneficial for Airbnb, we can expect high growth in the years to come.
  • But in my opinion - despite the potential to grow with a high pace - Airbnb is still overvalued.

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My last article about Airbnb (NASDAQ:ABNB) was published on February 10, 2021 - one day before the stock peaked at $219.94. Right now, the stock is still trading about 20% below the previous all-time high and in the meantime, it dropped almost

This article was written by

Daniel Schönberger profile picture
My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is in sociology and I hold a Master’s Degree in Sociology (with main emphasis on organizational and economic sociology) and a Bachelor’s Degree in Sociology and History.I also write about wide economic moats in my Substack: https://stockmarket101.substack.comI also write about investing, economy and similar topics on Medium: https://medium.com/@danielschonberger

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (5)

Great due diligence, but going with my gut the Airbnb is a long-term hold. The app and web site is a far better user experience than Expedia or Booking and it's killing it in rural areas competing against the likes of Best Western.
Boris J profile picture
Good article and thanks for the insight. I respectfully disagree with your neutral stance. I began accumulating at $143 and continue to be very long. I believe this is a big growth stock. My opinion is that the younger generation uses this service exclusively and that trend will continue. GLTA
I bought at the near highs and sold at the mid lows. I had great faith in ABNB, but sadly this stock is example of the sum of its parts are NOT greater than the whole. The sum of its parts being everything positive you just wrote about in this piece. The whole being that regardless, the stock will fail. It’s just not loved enough by the street. Maybe the large marketing push coming this year that you mentioned will change that perception. I hope it does and when it does I might take a risk. Until then, I’m a fan and customer but not an investor.
Dividending profile picture
@Mojo Rising It doesn’t sound like you are an investor.
@Mojo Rising Next year they are expected to be profitable. Stock could easily go up to 200+ next year.
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