ABNB · Airbnb, Inc.
$145.562026-07-21Sector: Consumer Cyclical; Industry: Travel Services; Sub-Industry: Hotels, Resorts & Cruise Lines
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$112
-23.2% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($94 · $115) Analysts Range ($120 · $185) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2024.Q1 | $9.9B | — | 20.3% | 0.0% | $4.4B | $655MM | $5.0B | 9.0% | — | 127.5% | $3.4B | $7.88 | — |
| 2024.Q4 | $9.9B | 0.0% | 20.3% | 20.5% | $1.6B | −$619MM | $981MM | 9.5% | — | 40.6% | $4.4B | $7.88 | — |
| 2025.Q1 | $11.1B | 11.9% | 30.5% | 21.0% | $2.7B | −$892MM | $1.8B | 9.6% | — | 63.5% | $4.0B | $4.36 | — |
| 2025.Q4 | $11.1B | 0.0% | 30.5% | 20.0% | $2.7B | −$790MM | $1.9B | 9.5% | — | 62.3% | $4.7B | $4.36 | — |
| 2026.Q1 | $12.6B | 13.9% | 27.2% | 22.4% | $2.7B | −$1.2B | $1.5B | 9.3% | — | 58.6% | $4.4B | $4.14 | 25.8 |
| italics below = DCF projection · 10yr Rev CAGR: 7.8% |
| 2027.Q1 | $14.3B | +13.0% | 36.0% | 22.2% | $4.0B | −$1.0B | $3.0B | 10.0% | $2.7B | 82.0% | $5.4B | $3.75 | 38.8 |
| 2028.Q1 | $15.8B | +10.7% | 32.8% | 21.9% | $4.0B | −$925MM | $3.1B | 9.9% | $2.6B | 69.1% | $6.3B | $3.94 | 36.9 |
| 2029.Q1 | $17.5B | +10.6% | 29.6% | 21.7% | $4.0B | −$991MM | $3.1B | 9.7% | $2.3B | 59.4% | $7.3B | $4.12 | 35.3 |
| 2030.Q1 | $19.1B | +9.4% | 26.4% | 21.5% | $4.0B | −$955MM | $3.0B | 9.6% | $2.1B | 50.9% | $8.3B | $4.26 | 34.2 |
| 2031.Q1 | $20.5B | +7.3% | 19.9% | 21.2% | $3.2B | −$794MM | $2.4B | 9.4% | $1.5B | 37.2% | $9.1B | $4.00 | 36.4 |
|
| Term. Yr+ | $27.8B | 4.1% | 19.9% | 20.0% | $4.4B | −$770MM | $3.7B | 8.6% | $33.2B | 23.6% | — | — | — |
Active scenario IV: $112 (-23.2% vs market)