Web Travel Group (WEB) Fair Value & Analysis
Consumer Cyclical · AU · Market cap A$925M
Fair value as of: Jul 14, 2026
From 24 valuation models · updated 26 days ago
Fair value updated Jul 14, 2026, revised from A$4.90 to A$2.16 (−55.9%) since Jun 24, 2026. Share price +25.2% over the past month.
A solid business, but screening 37% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (A$2.70). The favourable scenario is already priced in.
- Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range A$2.23 – A$9.25 · fair‑value band A$1.62 – A$2.70 · the A$3.43 price screens above the A$2.16 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
Web Travel Group (WEB) currently trades at A$3.43, while our model-based Fair Value estimate is A$2.16, implying the stock looks roughly 37.0% overvalued today. The Quality Score stands at 64/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Web Travel Group generated revenue of A$394M at a net margin of 9.0%. Revenue grew 19.9% year over year. It earns a return on equity of 6.1%. The balance sheet holds a net cash position of A$193M. Fundamentals as of Jul 14, 2026
Our scenario range runs from A$1.62 (bear case) to A$2.70 (bull case); at A$3.43, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 33% below its 52-week high and 58% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -16% fair-value upside, at -37%, WEB screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models (A$5.02) versus Asset-Based (A$1.08). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 29
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Web Travel Group Limited provides online travel booking services in Australia, the United Arab Emirates, the United Kingdom, Spain, and internationally.
Full company description
Web Travel Group Limited provides online travel booking services in Australia, the United Arab Emirates, the United Kingdom, Spain, and internationally. It offers WebBeds, an online marketplace for the travel trade that sources hotel inventory from hotel and travel suppliers, connects, and aggregates that content in their platform and distributes it to a network of travel buyers who sell to the travelling public. The company was formerly known as Webjet Limited and changed its name to Web Travel Group Limited in September 2024. Web Travel Group Limited was incorporated in 1980 and is based in Melbourne, Australia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Web Travel Group reported revenue of A$394M in FY2026 versus A$138M in FY2022, a compound +30.0%/yr. Reported net income was A$35.5M in FY2026.
WEB screens 37% overvalued. Compare with Booking Holdings →
Peer Group
Travel Services · 90 stocks
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.
Valuation Multiples vs Travel Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Travel Services stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Booking Holdings BKNG | $182.80 | $152.94 | -16% |
| Airbnb, Inc ABNB | $148.62 | $57.47 | -61% |
| Royal Caribbean Cruises Ltd RCL | $286.96 | $215.19 | -25% |
| Viking Holdings VIK | $100.69 | $43.51 | -57% |
| Carnival Corporation CCL | $26.41 | $31.36 | +19% |
| Expedia Group EXPE | $268.77 | $248.63 | -7% |
| Trip.com Group TCOM | $42.45 | $88.82 | +109% |
| Norwegian Cruise Line Holdings NCLH | $19.46 | $20.28 | +4% |
| Global Business Travel Group GBTG | $9.40 | $4.17 | -56% |
| Travel + Leisure Co TNL | $73.27 | $27.29 | -63% |
Compare Web Travel Group with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is Web Travel Group (WEB) overvalued or undervalued?
What is the fair value of WEB?
What is the quality score of WEB?
What is the revenue of Web Travel Group (WEB)?
What is the net profit margin of WEB?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Web Travel Group and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.