ABNB vs RCL
Airbnb and Royal Caribbean Group, both Consumer Cyclical
Airbnb is the larger company at $85B against $84B. On trailing earnings RCL is the cheaper of the two at a P/E of 17.9 against 42.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year ABNB returned +44% against -6.0% for RCL. Ryufin's sector-relative Smart Score puts ABNB ahead, 10/10 against 9/10.
| Figure | ABNB | RCL |
|---|---|---|
| Last close | $188 | $290 |
| Market cap | $85B | $84B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 42.7 | 17.9 |
| Dividend yield | n/a | 1.2% |
| 1-year return | +44% | -6.0% |
| 5-year return | +31% | +288% |
| Ryufin Smart Scoresector-relative, 1–10 | 10/10 | 9/10 |
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.
Royal Caribbean Group
Revenue of $4.8B in Q2 2026, net income $1.1B. Its largest reported line is Passenger, 69% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.