Airbnb vs Hilton Worldwide
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KIRA’s take AI analyst
I put Airbnb and Hilton Worldwide side by side, using each one’s latest annual report. Here is what stands out:
- Airbnb is the larger business, with $12.2B of revenue in fiscal 2025 against $12.0B for Hilton Worldwide.
- Airbnb grew revenue faster (10.3%, against 7.7%).
- Hilton Worldwide kept more of each dollar of sales as operating profit (22.4% operating margin, against 20.8%).
- Investors pay more for each dollar of Hilton Worldwide’s earnings: a P/E of 50.5x against 38.4x for Airbnb.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Airbnb
ABNB
5/7
Revenue growth5-year growthNet marginPiotroski F-scoreNet debt / EBITDA
Hilton Worldwide
HLT
2/7
Operating marginShare count change
Side by side
Best in the row
| Latest fiscal year | ABNB FY25 | HLT FY25 |
|---|---|---|
| Size | ||
| Market cap | $100.8B | $78.9B |
| Revenue | $12.2B | $12.0B |
| Free cash flow | — | $2.0B |
| Net income | $2.5B | $1.5B |
| Growth | ||
| Revenue growth | 10.3% | 7.7% |
| 5-year growth | 29.4% | 22.8% |
| Share count change | −3.4% | −4.8% |
| Profitability | ||
| Gross margin | 83.0% | — |
| Operating margin | 20.8% | 22.4% |
| Net margin | 20.5% | 12.1% |
| FCF margin | — | 16.9% |
| Return on capital | — | 31.1% |
| Return on equity | 30.2% | — |
| Balance sheet | ||
| Net debt | −$9.0B | $11.4B |
| Net debt / EBITDA | −3.5x | 4.0x |
| Dividends and buybacks | $3.8B | $3.3B |
| Valuation & quality | ||
| P/E | 38.4x | 50.5x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.