Airbnb Stock vs Competition: Who Wins?
Airbnb‘s stock saw modest gains over the past year, but how does it truly stack up against its diverse tech peers as of December 30, 2025? A closer look reveals exceptional cash generation and strong profitability, coupled with solid revenue growth and a moderate valuation. However, upside may be constrained if market sentiment continues to favor AI and infrastructure pure-plays, despite Airbnb‘s plans to integrate AI and expand into services and experiences.
- ABNB’s 22.6% operating margin, though below AAPL’s 31.9%, signals robust platform efficiency despite Apple’s integrated ecosystem dominance.
- ABNB’s 10.2% revenue growth outpaces giants like AAPL and IBM, yet lags HPE, which benefits from strong AI infrastructure demand.
- ABNB’s 3.9% stock gain and 31.8 PE trails peers’ stronger returns, hinting at cautious investor sentiment despite its underlying growth.
Here’s how Airbnb stacks up across size, valuation, and profitability versus key peers.
| ABNB | HPQ | HPE | IBM | CSCO | AAPL | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 83.7 | 21.5 | 32.1 | 282.1 | 306.2 | 4,069.7 |
| Revenue ($ Bil) | 11.9 | 55.3 | 34.3 | 65.4 | 57.7 | 408.6 |
| PE Ratio | 31.8 | 8.5 | 562.9 | 35.7 | 29.6 | 41.0 |
| LTM Revenue Growth | 10.2% | 3.2% | 13.8% | 4.5% | 8.9% | 6.0% |
| LTM Operating Margin | 22.6% | 6.6% | 4.8% | 17.7% | 22.5% | 31.9% |
| LTM FCF Margin | 38.4% | 5.1% | 1.8% | 18.1% | 22.1% | 23.5% |
| 12M Market Return | 3.9% | -26.7% | 15.5% | 40.7% | 34.2% | 8.8% |
For more details on Airbnb, read Buy or Sell ABNB Stock. Below we compare ABNB’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ABNB | 10.2% | – | 11.9% | 18.1% | 40.2% |
| HPQ | 3.2% | 3.2% | -0.3% | -14.6% | |
| HPE | 13.8% | 13.8% | 3.4% | 2.2% | |
| IBM | 4.5% | – | 1.4% | 2.2% | 5.5% |
| CSCO | 8.9% | 5.3% | -5.6% | 10.6% | |
| AAPL | 6.0% | – | 2.0% | -2.8% | 7.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ABNB | 22.6% | – | 23.0% | 15.3% | 22.5% |
| HPQ | 6.6% | 6.6% | 7.8% | 7.9% | |
| HPE | 4.8% | 4.8% | 8.3% | 8.4% | |
| IBM | 17.7% | – | 16.1% | 15.9% | 13.5% |
| CSCO | 22.5% | 22.1% | 24.1% | 27.3% | |
| AAPL | 31.9% | – | 31.5% | 29.8% | 30.3% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ABNB | 31.8 | – | 31.4 | 18.1 | 28.8 |
| HPQ | 8.5 | 12.2 | 10.6 | 8.2 | |
| HPE | 562.9 | 495.9 | 8.6 | 10.2 | |
| IBM | 35.7 | – | 33.6 | 19.9 | 77.5 |
| CSCO | 29.6 | 23.1 | 19.8 | 15.5 | |
| AAPL | 41.0 | – | 41.0 | 31.3 | 21.1 |
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