ABNB vs EXPE
Airbnb and Expedia Group, both Consumer Cyclical
Airbnb is the larger company at $85B against $29B. On trailing earnings EXPE is the cheaper of the two at a P/E of 20.8 against 42.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year EXPE returned +82% against +44% for ABNB.
| Figure | ABNB | EXPE |
|---|---|---|
| Last close | $188 | $333 |
| Market cap | $85B | $29B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 42.7 | 20.8 |
| Dividend yield | n/a | 0.5% |
| 1-year return | +44% | +82% |
| 5-year return | +31% | +110% |
| Ryufin Smart Scoresector-relative, 1–10 | 10/10 | 10/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Airbnb
Revenue of $3.6B in Q2 2026, net income $816M. Its largest reported line is North America, 42% of the disclosed total.
Expedia Group
Revenue of $4.3B in Q2 2026, net income $878M. Its largest reported line is Lodging, 76% of the disclosed total.
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