Comparing Investment Value of Airbnb and Carnival
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2026
0mins
Source: NASDAQ.COM
- Profitability Comparison: Airbnb operates an asset-light business model, achieving nearly $12.2 billion in revenue for FY 2025, a 10.3% increase year-over-year, with a net income of approximately $2.5 billion and a net margin of 20.5%, showcasing its strong performance in the travel market.
- Carnival's Financial Recovery: Carnival reported approximately $26.6 billion in revenue for FY 2025, up 6.4% from the previous year, with a net income of around $2.8 billion and a net margin of 10.4%, indicating a significant rebound in global cruise demand.
- Debt Structure Differences: Airbnb's debt-to-equity ratio stands at about 0.3x, reflecting its low leverage, while Carnival's ratio is as high as 2.3x, indicating substantial debt risks typical of capital-intensive industries.
- Market Competition and Challenges: Airbnb faces regulatory pressures and competition, particularly in major cities with short-term rental restrictions, while Carnival must navigate fuel price volatility and environmental regulations that could impact its future profitability.
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Analyst Views on ABNB
Wall Street analysts forecast ABNB stock price to fall
29 Analyst Rating
12 Buy
16 Hold
1 Sell
Moderate Buy
Current: 147.650
Low
107.00
Averages
144.85
High
180.00
Current: 147.650
Low
107.00
Averages
144.85
High
180.00
About ABNB
Airbnb, Inc. operates a global platform for stays and experiences. The Company’s marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences around the world. The Company has built its platform to onboard new hosts, especially those who previously had not considered hosting. It partners with hosts throughout the process of setting up their listing and provides them with a suite of tools to manage their listings, including scheduling, merchandising, integrated payments, community support, host protection, pricing guidance, and feedback from reviews. Its Website and mobile applications provide its guests with a way to explore a variety of homes and experiences and an easy way to book them. Its technology platform powers its two-sided marketplace and enables its global network of hosts and guests. It owns a trademark portfolio with protection in 220 countries in which it operates for its primary brands, AIRBNB, and its Belo logo.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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