Airbnb Inc (AIRB34) fair value: what the stock is really worth
As of Oct 2, 2026: fair value of Airbnb Inc BRL 44.94, price BRL 42.47, upside +5.8%, quality 80 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 29, 2026.
How to read this chart
60‑month range R$21.77 – R$57.50 · fair‑value band R$29.05 – R$58.42 · the R$42.47 price screens below the R$44.94 fair value. Dashed = 300-day average. As of Sep 29, 2026.
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Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide. The company's marketplace connects hosts and guests online or through mobile devices to book spaces, experiences, and services. It also offers gift cards. The company was formerly known as AirBed & Breakfast, Inc.
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Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide. The company's marketplace connects hosts and guests online or through mobile devices to book spaces, experiences, and services. It also offers gift cards. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb, Inc. in November 2010. Airbnb, Inc. was founded in 2007 and is headquartered in San Francisco, California.
Stock analysis
Airbnb Inc (AIRB34) currently trades at R$42.47, while our model-based Fair Value estimate is R$44.94, so the stock looks roughly fairly valued today (gap 5.5%).
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Valuation
Bull case: the DCF Models group reads highest at a median of R$56.28 per share, and 9 of the 23 models we run sit above the R$42.47 price.
Bear case: the Economic Profit group reads lowest at R$15.43, and 14 of the 23 models stay below the price. Evidence for this calculation is medium.
Scenario range: R$29.05 (bear) to R$58.42 (bull), the price of R$42.47 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 80/100 (high quality), in the Consumer Cyclical sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Airbnb Inc reported revenue of $12.2B in FY2025 versus $6.0B in FY2021, a compound +19.6%/yr. Reported net income was $2.5B in FY2025.
Key figures
Market cap R$446B (≈ $85.3B) · P/E ratio 35.8 · P/S ratio 7.34 · EPS (TTM) R$1.05 · Net margin 20.5% · Return on equity 32.3% · Return on assets (EBIT) 9.2% · Operating margin 3.2%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 55 out of 100 (low confidence).
What moves the price
The share trades about 14% below its 52-week high and 41% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at 10% fair-value upside, at 6%, AIRB34 screens richer than that median.
Fair Value models
Bear R$29.05Fair Value R$44.94Bull R$58.42
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (R$0.7940 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.100/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+10.3%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+13.4%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+29.4%
Start year 2020 (pandemic)
Revenue growth 9 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+24.9%
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What shareholders gained per year (last 3 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 3 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−7.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year−7.3%
Dividend (yield on the price)0.0%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−102% → 21%
News mood ⓘNews mood, the average tone of recent news (98 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Positive
Recent news coverage is more positive than average.
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Travel Services · 84 stocks
Beats the industry median on 5/9 measures
A mixed picture versus its industry peers.
Valuation
Quality Score80 · Top 25%
Fair Value upside+10.1% · Below median
Profitability
Return on equity (TTM)32.3% · Top 25%
Return on assets6.3% · Above median
Net margin (TTM)19.9% · Top 25%
Operating margin (TTM)3.2% · Below median
Growth and dividend
Revenue growth17.9% · Top 25%
Valuation Multiplesvs Travel Services median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Airbnb Inc Fair Value". https://www.fairvalue-calculator.com/stock/AIRB34
Frequently asked questions
Is Airbnb Inc (AIRB34) overvalued or undervalued?
As of Sep 29, 2026, our model estimates a fair value of R$44.94 versus a price of R$42.47, about +6% upside (fairly valued).
What is the fair value of AIRB34?
Our model-based fair value for Airbnb Inc is R$44.94 (as of Sep 29, 2026), built from audited fundamentals. The current price: R$42.47.
What is the quality score of AIRB34?
Airbnb Inc has a Quality Score of 80/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Airbnb Inc (AIRB34)?
Our model-based price target is the fair value of R$44.94 (as of Sep 29, 2026) from 23 valuation models. Cautious scenario R$29.05, optimistic scenario R$58.42. It is a calculation from audited fundamentals, not an analyst target.
What is the Airbnb Inc stock forecast for 2026?
Our models put fair value at R$44.94, about +6% upside versus a price of R$42.47 (fairly valued). Cautious scenario R$29.05, optimistic scenario R$58.42. The calculation is refreshed regularly with new filings.
What is the revenue of Airbnb Inc (AIRB34)?
Airbnb Inc reported trailing-twelve-month revenue of about $12.6B (latest available figure, as of Sep 29, 2026).
What is the intrinsic value of Airbnb Inc (AIRB34)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Airbnb Inc it is R$44.94 per share (as of Sep 29, 2026), against a price of R$42.47. It is the blended result of 23 valuation models (cash flow, earnings, asset, dividend).
Is Airbnb Inc stock overvalued or undervalued in 2026?
As of Sep 29, 2026, AIRB34 trades below its calculated fair value: price R$42.47, fair value R$44.94, a gap of about +6% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of AIRB34?
No. The price is what the market pays today (R$42.47); the fair value is what the company's own numbers justify (R$44.94). For Airbnb Inc the two are R$2.47 per share apart. That gap is exactly why we show both numbers side by side.
How much is Airbnb Inc worth?
The market values Airbnb Inc at about R$446B (market capitalisation, as of Sep 29, 2026). Per share that is R$42.47; our models calculate a fair value of R$44.94 per share.
What do the bullish and bearish scenarios say about AIRB34?
Our models span a range for Airbnb Inc: cautious scenario R$29.05, base R$44.94, optimistic R$58.42 per share (as of Sep 29, 2026, price R$42.47). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of AIRB34?
Airbnb Inc trades at a price-to-earnings ratio of 35.8 (as of Sep 29, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of R$44.94 is built from several models across several years. Other multiples: PEG 1.3.
What is the PEG ratio of AIRB34?
The PEG ratio of Airbnb Inc is 1.34 (P/E divided by earnings growth, as of Sep 29, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Airbnb Inc (AIRB34)?
Balance-sheet figures for Airbnb Inc (as of Sep 29, 2026): return on equity 32.3%. They feed the Quality Score of 80/100, which measures business quality independently of the share price.
How far is AIRB34 from its 52-week high?
Airbnb Inc trades at R$42.47, about 14% below its 52-week high of R$49.50 and 41% above the low of R$30.10 (as of Oct 2, 2026). Distance from the high says nothing about value: that is what the fair value of R$44.94 is for.
Which stocks are comparable to Airbnb Inc?
From the same area (Consumer Cyclical) we also value Booking Holdings, Airbnb, Inc, Royal Caribbean Cruises Ltd, Viking Holdings, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Airbnb Inc stock attractive at the current price?
The data as of Sep 29, 2026: price R$42.47, calculated fair value R$44.94 (+6%), Quality Score 80/100, from 23 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of AIRB34 calculated?
We run Airbnb Inc through 23 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of R$44.94, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. Airbnb Inc currently trades 5 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Airbnb Inc (AIRB34)?
The closing price on Oct 2, 2026 was R$42.47. Our model-based fair value is R$44.94, about +6% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Airbnb Inc right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. A fairly wide model range (R$29.05 to R$58.42) leaves room in how you read the outcome.
Key figures of Airbnb Inc
How large is the market capitalisation of Airbnb Inc (AIRB34)?
The market capitalisation of Airbnb Inc is R$446B (≈ $85.3B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Airbnb Inc (AIRB34)?
The price-to-sales ratio of Airbnb Inc is 7.34 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Airbnb Inc (AIRB34)?
Earnings per share at Airbnb Inc are R$1.05 (price ÷ EPS = P/E 35.8). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Airbnb Inc (AIRB34)?
The net margin of Airbnb Inc is 20.5% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Airbnb Inc (AIRB34)?
The return on equity (ROE) of Airbnb Inc is 32.3% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Airbnb Inc (AIRB34)?
On an EBIT basis the return on assets of Airbnb Inc is 9.2% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Airbnb Inc (AIRB34)?
The operating margin of Airbnb Inc is 3.2% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Airbnb Inc (AIRB34)?
Revenue at Airbnb Inc is growing +17.9% versus a year earlier (3y avg +13.4%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Airbnb Inc (AIRB34)?
Earnings per share at Airbnb Inc are growing +6.0% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Airbnb Inc (AIRB34) generate?
The free cash flow of Airbnb Inc is $4.6B (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
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