Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Life Time Group Holdings, Inc. (LTH) and Airbnb, Inc. (ABNB). But which of these two stocks is more attractive to value investors?
Airbnb's asset-light marketplace model continues to demonstrate resilient gross margins (82.5% in 2026Q2) and robust free cash flow conversion, with cumulative operating cash flow of $12.4B over ten quarters exceeding cumulative net income of $6.2B. Growth is ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 16.5% in 2026Q2 from 17.8% in 2024Q1, while gross margins remained stable at 82.5%, though operating margins exhibit extreme seasonality swinging from 1.7% in 2025Q1 to 39.7% in 2025Q3.
Airbnb dominates the vacation rental market with 8 million listings across 220+ countries, offering unparalleled choice and accessibility.
The platform expands beyond accommodations with Experiences and Services, deepening user engagement and creating additional revenue streams.
As the world's largest community-driven hospitality company, Airbnb enjoys strong brand affinity and a network effect from its global user base.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.37+8.7% vs $1.26 | $3.6B+0.8% vs $3.6B |
Q2 2026 May 7, 2026 | $0.26-14.5% vs $0.30 | $2.7B+2.3% vs $2.6B |
Q1 2026 Feb 12, 2026 | $0.56-15.9% vs $0.67 | $2.8B+2.3% vs $2.7B |
Q4 2025 Nov 6, 2025 | $2.21-4.3% vs $2.31 | $4.1B+0.4% vs $4.1B |
Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Life Time Group Holdings, Inc. (LTH) and Airbnb, Inc. (ABNB). But which of these two stocks is more attractive to value investors?
As the Federal Reserve prepares to move on rates and oil prices surge past $105, Wednesday's top analyst calls reveal which travel giants, homebuilders, and financial stocks Wall Street is quietly repositioning around before the dust settles.
Long criticized for driving up housing prices, the short-term rental platform pledges to fill financing holes that have stalled developments.
Brian Chesky made a bold claim at Goldman Sachs this week, comparing AI to electricity and calling it the best thing to ever happen to Airbnb.
Benchmark ABNB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Airbnb, Inc. (ABNB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $161.81 | $96.04B | 40.15 | 10.26% | 20.51% | 30.23% | — | |
| $164.22 | $127.25B | 24.81 | 13.39% | 25.53% | — | — | |
| $280.70 | $32.14B | 28.61 | 7.61% | 12.97% | 86.21% | — | |
| $8.55 | $994.89M | 27.58 | 3.05% | 0.28% | 0.76% | — | |
| $40.85 | $25.72B | 5.90 | 13.91% | 48.76% | 19.11% | — | |
| $308.44 | $69.42B | 50.40 | 7.74% | 12.69% | — | — |
Airbnb, Inc. (ABNB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Airbnb, Inc. (ABNB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 11, 2026·SEC
May 7, 2026·SEC
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Airbnb, Inc. (ABNB) stock FAQ — growth, dividends, profitability & financials explained
Airbnb, Inc. (ABNB) reported $13.16B in revenue for fiscal year 2025. This represents a 260% increase from $3.65B in 2018.
Airbnb, Inc. (ABNB) grew revenue by 10.3% over the past year. This is steady growth.
Yes, Airbnb, Inc. (ABNB) is profitable, generating $2.69B in net income for fiscal year 2025 (20.5% net margin).
Airbnb, Inc. (ABNB) has a return on equity (ROE) of 30.2%. This is excellent, indicating efficient use of shareholder capital.
Airbnb, Inc. (ABNB) generated $4.87B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.