LIVE
ABNB
Airbnb, Inc. · Consumer Discretionary
$133.54
-4.53% this month
VERSUS
⟷
COMPARE
BKNG
Booking Holdings, Inc. · Consumer Discretionary
$165.84
-1.47% this month
AI Score
25.7vs26.4
BKNG ↑1Y Return
+0.02%vs-97.02%
ABNB ↑Forward P/E
22.05xvs13.61x
BKNG ↑Target Upside
+17.41%vs+34.03%
BKNG ↑Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
ABNB
1
BKNG
4
Metrics last refreshed: 6/6/2026
Quick take
ABNB vs BKNG: Airbnb vs Booking Holdings — Which Travel Stock Wins?: AI Score, Valuation, Performance and Upside
Airbnb is a pure-play alternative accommodation platform with unique supply and strong free cash flow margins, while Booking Holdings is the diversified global OTA leader with the deepest hotel inventory and multiple travel verticals. Airbnb targets the experience-led traveller; Booking Holdings serves the full spectrum of accommodation and travel needs at global scale.
Use this ABNB vs BKNG comparison to choose between a focused alternative accommodation platform and the global travel booking conglomerate. Airbnb offers a differentiated product with high margins; Booking Holdings offers diversification, larger scale, and a proven capital return program.
Live analysis · updated 6/6/2026
BKNG holds the edge across 4 of 5 key metrics in this comparison. ABNB has delivered stronger 1-year price return (+0.02% vs -97.02%), though BKNG trades at the lower forward P/E (13.61x vs 22.05x). On fundamentals, ABNB is growing revenue faster (17.90%), while BKNG maintains the higher operating margin (25.04%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for BKNG (+34.03%) than for ABNB (+17.41%).
Comparison scoreboard
BKNG LEADS 4/5AI Score
ABNB 25.7
BKNG ✓26.4
1Y Return
ABNB ✓+0.02%
BKNG -97.02%
Fwd P/E
ABNB 22.05
BKNG ✓13.61
Target Up.
ABNB +17.41%
BKNG ✓+34.03%
Op. Margin
ABNB 3.21%
BKNG ✓25.04%
Normalized 1Y performance
ABNB
BKNG
Recent returns
ABNB
BKNG
Analyst price targets & sentiment
ABNB · 34 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.7/5.0)
Price target range
analyst low$96.00
analyst high$200.00
analyst mean$156.51
current price$133.54
+17.4% upside to analyst mean
BKNG
Price target range
analyst mean$224.41
current price$165.84
+34.0% upside to analyst mean
Who should consider this stock?
ABNB may suit investors who:
- →Want focused exposure to the alternative accommodation market with a unique supply advantage
- →Value Airbnb's high free cash flow margins and asset-light model
- →Believe experiences and unique stays will continue capturing share from traditional hotels
- →Are comfortable with regulatory risk in key markets in exchange for differentiated positioning
BKNG may suit investors who:
- →Want the largest diversified global travel platform with multiple booking verticals
- →Value Booking Holdings' consistent buyback program and capital return history
- →Prefer broader travel exposure across hotels, flights, car rentals, and restaurants
- →Are comfortable with Google traffic dependence in exchange for global OTA market leadership
Performance & AI score
| Metric | ABNB | BKNG |
|---|---|---|
| AI score | 25.7 | 26.4 |
| AI rank | #2738 | #2634 |
| Latest close | $133.54 | $165.84 |
| 1M return | -4.53% | -1.47% |
| 6M return | +10.53% | -96.70% |
| 1Y return | +0.02% | -97.02% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ABNB | BKNG |
|---|---|---|
| 1Y ago | $9.73K (-2.7%) started 2025-06-05 | $297.71 (-97.0%) started 2025-06-05 |
| 5Y ago | $8.96K (-10.4%) started 2021-06-07 | $737.39 (-92.6%) started 2021-06-07 |
| 10Y ago | $9.23K (-7.7%) started 2020-12-10 | $1.26K (-87.4%) started 2016-06-06 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | ABNB | BKNG |
|---|---|---|
| Market cap | $79.12B | $129.74B |
| Trailing P/E | 32.92 | 22.09 |
| Forward P/E | 22.05 | 13.61 |
| Price/Sales | 7.73 | N/A |
| EV/Revenue | 5.51 | 4.80 |
| Analyst target | $156.51 | $224.41 |
| Target upside | +17.41% | +34.03% |
Growth, profitability & risk
| Metric | ABNB | BKNG |
|---|---|---|
| Revenue growth | 17.90% | 16.20% |
| Earnings growth | 6.00% | 240.00% |
| EPS growth | +6.00% | +240.00% |
| FCF margin | +25.23% | +25.55% |
| Operating margin | 3.21% | 25.04% |
| Profit margin | 19.90% | 22.23% |
| ROIC proxy | 32.32% | N/A |
| Return on equity | 32.32% | N/A |
| Dividend yield | N/A | 0.96% |
| Beta | 1.21 | 1.10 |
| Debt/equity | 33.19 | N/A |
| Current ratio | 1.44 | 1.06 |
| Quick ratio | 0.74 | 0.99 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
ABNB max drawdown21.54%
BKNG max drawdown97.35%
ABNB max wkly drop9.67%
BKNG max wkly drop95.86%
5Y risk snapshot
ABNB max drawdown60.19%
BKNG max drawdown97.35%
ABNB max wkly drop25.63%
BKNG max wkly drop95.86%
10Y risk snapshot
ABNB max drawdown61.96%
BKNG max drawdown97.35%
ABNB max wkly drop25.63%
BKNG max wkly drop95.86%
Performance metrics by period
| Period | Metric | ABNB | BKNG |
|---|---|---|---|
| 1Y | Growth | -2.73% | -97.02% |
| CAGR | -2.74% | -97.04% | |
| Sharpe ratio | -0.11 | -1.29 | |
| Max drawdown | 21.54% | 97.35% | |
| Max daily drop | 8.02% | 95.80% | |
| Max wkly drop | 9.67% | 95.86% | |
| 5Y | Growth | -10.36% | -92.71% |
| CAGR | -2.17% | -40.79% | |
| Sharpe ratio | 0.07 | -0.14 | |
| Max drawdown | 60.19% | 97.35% | |
| Max daily drop | 13.43% | 95.80% | |
| Max wkly drop | 25.63% | 95.86% | |
| 10Y | Growth | -7.72% | -87.57% |
| CAGR | -1.45% | -18.83% | |
| Sharpe ratio | 0.10 | 0.05 | |
| Max drawdown | 61.96% | 97.35% | |
| Max daily drop | 13.43% | 95.80% | |
| Max wkly drop | 25.63% | 95.86% |
Business comparison
| Category | ABNB | BKNG |
|---|---|---|
| Company | Airbnb, Inc. | Booking Holdings, Inc. |
| Sector | Consumer Cyclical | Consumer Cyclical |
| Industry | Travel Services | N/A |
| Core business | Online marketplace for short-term home and experience rentals connecting hosts and guests globally. Operates an asset-light model with no ownership of properties, earning a take rate on bookings. | World's largest online travel agency by bookings, operating Booking.com, Priceline, Kayak, OpenTable, and Rentalcars. Strong European and international hotel and accommodation presence. |
| Investor focus | Nights and experiences booked growth, average daily rate trends, host supply expansion in new geographies, take rate sustainability, and expansion into adjacent travel experiences. | Room night growth, gross bookings per share, merchant vs agency revenue mix shift, marketing efficiency, and AI-driven personalisation of the booking experience. |
ABNB strengths
- →Unique home and apartment inventory unavailable through hotel booking platforms creates a differentiated supply
- →Asset-light model generates strong free cash flow with very high profit margins at scale
- →Growing Experiences segment and host-led activities represent an underpenetrated adjacent revenue opportunity
BKNG strengths
- →Largest global hotel and accommodation platform by room nights with deep European and Asia market penetration
- →Diversified portfolio of travel brands serving hotels, flights, car rentals, and restaurants
- →Consistent free cash flow generation and an aggressive share buyback program
Risks to watch — ABNB
- →Regulatory pressure on short-term rentals in major cities is restricting supply in some markets
- →Average daily rate sensitivity to consumer spending slowdowns
- →Hotels and hotel OTAs increasingly compete for the same flexible traveller segment
Risks to watch — BKNG
- →Performance marketing spend on Google creates significant cost dependence and margin risk
- →Economic slowdowns can reduce discretionary travel spending significantly
- →Competition from Google Travel, Expedia, and direct hotel booking reduces platform power over time
Frequently asked questions
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