Airbnb

  • TickerABNB
  • ISINUS0090661010
  • ExchangeNASDAQ Stock Market
  • SectorTravel & Leisure
  • CountryUnited States
James Hardiman ... (+3)
  • James Hardiman
  • Sean Wagner
  • Matthew McCartney
Valens Research
  • Valens Research
SNX SYNNEX (Industrial Goods & Services)
VEEV VEEVA SYSTEMS (Industrial Goods & Services) ... (+21)

Valens Equity Insights and Inflections - 2021 08 03

Jones Lang LaSalle (JLL) is one of the most important platforms for helping commercial real estate (CRE) firms adapt to the new post-pandemic normal they're going to have to change for, in terms of both demand and type of office usage after the At-Home Revolution. It is one of the two largest players in helping CRE firms in terms of financing, buying and selling properties, managing properties, project development and strategy consulting, basically everything end-to-end they need to do. Being part of a dominant duopoly has unlocked robust UAFRS-based ROA (Uniform ROA or ROA') for the company ...

SNX SYNNEX (Industrial Goods & Services)
VEEV VEEVA SYSTEMS (Industrial Goods & Services)
ACN ACCENTURE CL A (Automobiles & Parts)
ZTS ZOETIS (Food & Beverage)
SNPS SYNOPSYS INC. (Food & Beverage)
PAYX PAYCHEX INC. (Personal & Household Goods)
MNST Monster Beverag... (Personal & Household Goods)
MKC McCormick & Co.... (Health Care)
JLL Jones Lang LaSa... (Retail)
JBL JABIL INC (Travel & Leisure)
GIS General Mills I... (Real Estate)
DG DOLLAR GENERAL (Technology)
BWA BORGWARNER INC. (Technology)
HPQ HP
EA Electronic Arts...
HRB H&R BLOCK INC.
NKE NIKE INC. CL B
CHWY CHEWY
ABNB AIRBNB
SNOW SNOWFLAKE
RBLX ROBLOX
Valens Research
  • Valens Research
ABNB AIRBNB (Travel & Leisure)

ABNB - Embedded Expectations Analysis - 2021 08 02

Airbnb, Inc. (ABNB:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 21.0x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about the pace of travel recovery, listings growth, and the European market. Specifically, management may have concerns about the pace of the recovery of urban and cross-border travel, their decision to relax host requirements, and the sustainability of elevated bookings for longer stays in the urban market. Additionally, they may lack confidence in the...

ABNB AIRBNB (Travel & Leisure)

With a more favourable environment, AIRBNB improves to Slightly Positi...

AIRBNB (US), a company active in the Internet industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 144.01 and its potential was estimated at USD 182.50.

James Hardiman ... (+3)
  • James Hardiman
  • Sean Wagner
  • Matthew McCartney
James Hardiman ... (+3)
  • James Hardiman
  • Sean Wagner
  • Matthew McCartney
Valens Research
  • Valens Research
SNX SYNNEX (Industrial Goods & Services)
VEEV VEEVA SYSTEMS (Industrial Goods & Services) ... (+21)

Valens Equity Insights and Inflections - 2021 08 03

Jones Lang LaSalle (JLL) is one of the most important platforms for helping commercial real estate (CRE) firms adapt to the new post-pandemic normal they're going to have to change for, in terms of both demand and type of office usage after the At-Home Revolution. It is one of the two largest players in helping CRE firms in terms of financing, buying and selling properties, managing properties, project development and strategy consulting, basically everything end-to-end they need to do. Being part of a dominant duopoly has unlocked robust UAFRS-based ROA (Uniform ROA or ROA') for the company ...

SNX SYNNEX (Industrial Goods & Services)
VEEV VEEVA SYSTEMS (Industrial Goods & Services)
ACN ACCENTURE CL A (Automobiles & Parts)
ZTS ZOETIS (Food & Beverage)
SNPS SYNOPSYS INC. (Food & Beverage)
PAYX PAYCHEX INC. (Personal & Household Goods)
MNST Monster Beverag... (Personal & Household Goods)
MKC McCormick & Co.... (Health Care)
JLL Jones Lang LaSa... (Retail)
JBL JABIL INC (Travel & Leisure)
GIS General Mills I... (Real Estate)
DG DOLLAR GENERAL (Technology)
BWA BORGWARNER INC. (Technology)
HPQ HP
EA Electronic Arts...
HRB H&R BLOCK INC.
NKE NIKE INC. CL B
CHWY CHEWY
ABNB AIRBNB
SNOW SNOWFLAKE
RBLX ROBLOX
Valens Research
  • Valens Research
ABNB AIRBNB (Travel & Leisure)

ABNB - Embedded Expectations Analysis - 2021 08 02

Airbnb, Inc. (ABNB:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 21.0x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about the pace of travel recovery, listings growth, and the European market. Specifically, management may have concerns about the pace of the recovery of urban and cross-border travel, their decision to relax host requirements, and the sustainability of elevated bookings for longer stays in the urban market. Additionally, they may lack confidence in the...

ABNB AIRBNB (Travel & Leisure)

With a more favourable environment, AIRBNB improves to Slightly Positi...

AIRBNB (US), a company active in the Internet industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 144.01 and its potential was estimated at USD 182.50.

James Hardiman ... (+3)
  • James Hardiman
  • Sean Wagner
  • Matthew McCartney
James Hardiman ... (+3)
  • James Hardiman
  • Sean Wagner
  • Matthew McCartney
Valens Research
  • Valens Research
SNX SYNNEX (Industrial Goods & Services)
VEEV VEEVA SYSTEMS (Industrial Goods & Services) ... (+21)

Valens Equity Insights and Inflections - 2021 08 03

Jones Lang LaSalle (JLL) is one of the most important platforms for helping commercial real estate (CRE) firms adapt to the new post-pandemic normal they're going to have to change for, in terms of both demand and type of office usage after the At-Home Revolution. It is one of the two largest players in helping CRE firms in terms of financing, buying and selling properties, managing properties, project development and strategy consulting, basically everything end-to-end they need to do. Being part of a dominant duopoly has unlocked robust UAFRS-based ROA (Uniform ROA or ROA') for the company ...

SNX SYNNEX (Industrial Goods & Services)
VEEV VEEVA SYSTEMS (Industrial Goods & Services)
ACN ACCENTURE CL A (Automobiles & Parts)
ZTS ZOETIS (Food & Beverage)
SNPS SYNOPSYS INC. (Food & Beverage)
PAYX PAYCHEX INC. (Personal & Household Goods)
MNST Monster Beverag... (Personal & Household Goods)
MKC McCormick & Co.... (Health Care)
JLL Jones Lang LaSa... (Retail)
JBL JABIL INC (Travel & Leisure)
GIS General Mills I... (Real Estate)
DG DOLLAR GENERAL (Technology)
BWA BORGWARNER INC. (Technology)
HPQ HP
EA Electronic Arts...
HRB H&R BLOCK INC.
NKE NIKE INC. CL B
CHWY CHEWY
ABNB AIRBNB
SNOW SNOWFLAKE
RBLX ROBLOX
Valens Research
  • Valens Research
ABNB AIRBNB (Travel & Leisure)

ABNB - Embedded Expectations Analysis - 2021 08 02

Airbnb, Inc. (ABNB:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 21.0x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about the pace of travel recovery, listings growth, and the European market. Specifically, management may have concerns about the pace of the recovery of urban and cross-border travel, their decision to relax host requirements, and the sustainability of elevated bookings for longer stays in the urban market. Additionally, they may lack confidence in the...

ABNB AIRBNB (Travel & Leisure)

With a more favourable environment, AIRBNB improves to Slightly Positi...

AIRBNB (US), a company active in the Internet industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date July 30, 2021, the closing price was USD 144.01 and its potential was estimated at USD 182.50.

James Hardiman ... (+3)
  • James Hardiman
  • Sean Wagner
  • Matthew McCartney

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