Airbnb Named Top Internet Stock for Long-Term Investors, Take-Two and Revolve Face Challenges

Industry
โดย StockStory·Read original
Summary · why it matters

StockStory identified Airbnb as a top internet stock for long-term investors while warning against Take-Two and Revolve. Airbnb benefits from a 9.1% average annual increase in Nights and Experiences Booked, a strong 35.3% two-year EBITDA margin, and impressive free cash flow. Take-Two’s annual revenue growth of 7.1% over three years fell short of sector standards, and it lacks free cash flow generation. Revolve saw active customer growth average only 5.8%, faces expensive marketing costs, and its earnings per share grew just 7.5% annually over three years.

Impact on stocks 3

Consumer Discretionary± Mixed · 2 stocks
Airbnb Inc
ABNB
▲ PositiveDemandrelevance

Airbnb is highlighted as a top internet stock with strong growth in Nights and Experiences Booked and high EBITDA margins.

Revolve Group LLC
RVLV
▼ NegativeDemandrelevance

Revolve's active customer growth averaged only 5.8% and earnings per share grew just 7.5% annually, with expensive marketing costs.

Communication Services · 1 stocks
Take-Two Interactive Software Inc
TTWO
▼ NegativeCapitalrelevance

Take-Two's annual revenue growth of 7.1% over three years fell short of sector standards and it lacks free cash flow generation.