(TRIP) TripAdvisor - Overview
Sector: Consumer Cyclical | Industry: Travel Services | Exchange: NASDAQ (USA) | Market Cap: 1.101m USD | Total Return: -36.2% in 12m
Industry Rotation: -12.7
Avg Turnover: 34.4M
EPS Trend: -18.1%
Qual. Beats: -2
Rev. Trend: 17.4%
Qual. Beats: 0
Warnings
P/E ratio 86.0
Tailwinds
No distinct edge detected
Tripadvisor, Inc. (TRIP) is a global travel guidance company operating through three primary segments: Experiences, Hotels and Other, and TheFork. The business model relies on a combination of metasearch advertising, transaction fees from its online travel agency (OTA) for tours and activities, and a restaurant reservation marketplace. Founded in 2000, the company leverages user-generated content, including reviews and ratings, to drive traffic to its platforms.
The company operates within the Interactive Media & Services sub-industry, where monetization often depends on high-intent user traffic and lead generation for third-party service providers. Tripadvisor’s Experiences segment, which includes the Viator brand, focuses on the high-margin tours and activities sector, a fragmented market that has seen rapid digitization in recent years. This segment complements its legacy hotel metasearch business, which connects users to global hotel chains and independent properties.
Investors may find it useful to examine ValueRay for further data on the companys valuation metrics. Headquartered in Needham, Massachusetts, Tripadvisor remains a central player in the travel ecosystem by integrating planning, booking, and post-trip feedback into a single digital interface.
- Viator segment growth drives high-margin revenue through tours and activities
- Google search algorithm changes impact free organic traffic and marketing costs
- Metasearch revenue declines due to shifting hotel booking consumer behavior
- TheFork platform monetization and expansion influence European restaurant segment margins
- Strategic review of asset sales or acquisition interest impacts stock volatility
| Net Income: 18.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.07 > 0.02 and ΔFCF/TA 3.71 > 1.0 |
| NWC/Revenue: 14.96% < 20% (prev 38.14%; Δ -23.18% < -1%) |
| CFO/TA 0.10 > 3% & CFO 260.8m > Net Income 18.6m |
| Net Debt (125.7m) to EBITDA (217.9m): 0.58 < 3 |
| Current Ratio: 1.25 > 1.5 & < 3 |
| Outstanding Shares: last quarter (115.4m) vs 12m ago -18.16% < -2% |
| Gross Margin: 76.64% > 18% (prev 0.94%; Δ 7.57k% > 0.5%) |
| Asset Turnover: 68.43% > 50% (prev 66.69%; Δ 1.74% > 0%) |
| Interest Coverage Ratio: 1.85 > 6 (EBITDA TTM 217.9m / Interest Expense TTM 65.7m) |
| A: 0.10 (Total Current Assets 1.41b - Total Current Liabilities 1.13b) / Total Assets 2.73b |
| B: 0.10 (Retained Earnings 284.2m / Total Assets 2.73b) |
| C: 0.04 (EBIT TTM 121.3m / Avg Total Assets 2.74b) |
| D: 0.11 (Book Value of Equity 235.8m / Total Liabilities 2.10b) |
| Altman-Z'' Score: 1.43 = BB |
| DSRI: 0.84 (Receivables 225.0m/263.0m, Revenue 1.88b/1.84b) |
| GMI: 1.22 (GM 76.64% / 93.63%) |
| AQI: 1.06 (AQ_t 0.40 / AQ_t-1 0.38) |
| SGI: 1.02 (Revenue 1.88b / 1.84b) |
| TATA: -0.09 (NI 18.6m - CFO 260.8m) / TA 2.73b) |
| Beneish M-Score: -3.00 (Cap -4..+1) = AA |
Over the past week, the price has changed by -1.35%, over one month by -16.99%, over three months by -8.89% and over the past year by -36.21%.
- StrongBuy: 3
- Buy: 2
- Hold: 10
- Sell: 2
- StrongSell: 2
| Analysts Target Price | 13.4 | 40.4% |
P/E Forward = 6.7431
P/S = 0.587
P/B = 1.9496
P/EG = 0.1827
Revenue TTM = 1.88b USD
EBIT TTM = 121.3m USD
EBITDA TTM = 217.9m USD
Long Term Debt = 817.5m USD (from longTermDebt, last quarter)
Short Term Debt = 368.0m USD (from shortTermDebt, last quarter)
Debt = 1.25b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 125.7m USD (from netDebt column, last quarter)
Enterprise Value = 1.23b USD (1.10b + Debt 1.25b - CCE 1.12b)
Interest Coverage Ratio = 1.85 (Ebit TTM 121.3m / Interest Expense TTM 65.7m)
EV/FCF = 6.76x (Enterprise Value 1.23b / FCF TTM 181.3m)
FCF Yield = 14.78% (FCF TTM 181.3m / Enterprise Value 1.23b)
FCF Margin = 9.67% (FCF TTM 181.3m / Revenue TTM 1.88b)
Net Margin = 0.99% (Net Income TTM 18.6m / Revenue TTM 1.88b)
Gross Margin = 76.64% ((Revenue TTM 1.88b - Cost of Revenue TTM 438.0m) / Revenue TTM)
Gross Margin QoQ = 51.10% (prev 59.12%)
Tobins Q-Ratio = 0.45 (Enterprise Value 1.23b / Total Assets 2.73b)
Interest Expense / Debt = 1.26% (Interest Expense 15.7m / Debt 1.25b)
Taxrate = 11.11% (5.00m / 45.0m)
NOPAT = 107.8m (EBIT 121.3m * (1 - 11.11%))
Current Ratio = 1.25 (Total Current Assets 1.41b / Total Current Liabilities 1.13b)
Debt / Equity = 2.00 (Debt 1.25b / totalStockholderEquity, last quarter 623.7m)
Debt / EBITDA = 0.58 (Net Debt 125.7m / EBITDA 217.9m)
Debt / FCF = 0.69 (Net Debt 125.7m / FCF TTM 181.3m)
Total Stockholder Equity = 650.7m (last 4 quarters mean from totalStockholderEquity)
RoA = 0.68% (Net Income 18.6m / Total Assets 2.73b)
RoE = 2.86% (Net Income TTM 18.6m / Total Stockholder Equity 650.7m)
RoCE = 8.26% (EBIT 121.3m / Capital Employed (Equity 650.7m + L.T.Debt 817.5m))
RoIC = 5.91% (NOPAT 107.8m / Invested Capital 1.82b)
WACC = 6.29% (E(1.10b)/V(2.35b) * Re(12.14%) + D(1.25b)/V(2.35b) * Rd(1.26%) * (1-Tc(0.11)))
Discount Rate = 12.14% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -64.44 | Cagr: -9.09%
[DCF] Terminal Value 80.57% ; FCFF base≈141.2m ; Y1≈100.2m ; Y5≈53.5m
[DCF] Fair Price = 12.09 (EV 1.53b - Net Debt 125.7m = Equity 1.41b / Shares 116.4m; r=6.29% [WACC]; 5y FCF grow -34.15% → 3.0% )
EPS Correlation: -18.07 | EPS CAGR: -53.42% | SUE: -1.95 | # QB: -2
Revenue Correlation: 17.39 | Revenue CAGR: -2.28% | SUE: -0.35 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.37 | Chg30d=-24.45% | Revisions=-50% | Analysts=12
EPS next Quarter (2026-09-30): EPS=0.78 | Chg30d=+6.80% | Revisions=-33% | Analysts=12
EPS current Year (2026-12-31): EPS=1.32 | Chg30d=-8.93% | Revisions=-60% | GrowthEPS=+4.0% | GrowthRev=-0.5%
EPS next Year (2027-12-31): EPS=1.58 | Chg30d=-6.46% | Revisions=-56% | GrowthEPS=+20.0% | GrowthRev=+4.5%
[Analyst] Revisions Ratio: -60%