Airbnb vs Workday
ABNB and WDAY side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ABNB and WDAY compare
Airbnb is the larger company, worth 2.1 times as much as Workday ($98.4B against $47.7B).
On earnings, Airbnb is cheaper: it trades at 37.4× trailing earnings, against 40.1× for Workday.
Airbnb grew revenue faster over the last twelve months (13.6% versus 13.3% for Workday).
Airbnb keeps more of each dollar of sales as profit, with a net margin of 20.4% compared with 12.3% at Workday.
Workday scores higher on the StockData Score (13 against 12 for Airbnb), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ABNB | WDAY |
|---|---|---|
| Size and price | ||
| Market cap | $98.4B | $47.7B |
| Share price | $164.39 | $197.82 |
| Change, 1 year | 30.0% | −14.5% |
| Change, 5 years | −18.5% | −31.8% |
| Beta (5Y) | 1.52 | 1.21 |
| Employees | 8,200 | 21K |
| StockData Score | ||
| Total score | 12 | 13 (better) |
| Valuation score | 1 | 2 (better) |
| Growth score | 3 | 3 |
| Performance score | 3 | 4 (better) |
| Health score | 5 (better) | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 37.4× (better) | 40.1× |
| P/S | 7.5× | 4.7× (better) |
| P/B | 12.6× | 7.4× (better) |
| EV/EBITDA | 32.4× (better) | 43.6× |
| P/FCF | – | 16.8× |
| FCF yield | – | 6.0% |
| Fair value | $122.59 | $150.59 |
| Margin of safety | −34.1% | −31.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 13.6% (better) | 13.3% |
| Revenue growth, 5Y average | 29.4% (better) | 17.2% |
| Net income growth (TTM) | 2.5% | 115% (better) |
| EPS growth (TTM) | 6.8% | 128% (better) |
| Profitability | ||
| Gross margin | 82.9% | – |
| Operating margin | 20.8% (better) | 10.7% |
| Net margin | 20.4% (better) | 12.3% |
| FCF margin | – | 28.0% |
| Return on equity | 34.5% (better) | 16.0% |
| Return on invested capital | – | 21.1% |
| Financial health | ||
| Debt / equity | 0.32 (better) | 0.46 |
| Net debt / EBITDA | −3.50 | −0.38 |
| Interest coverage | – | 9.8× |
| Current ratio | 1.41 (better) | 0.91 |
| Altman Z-score | 3.57 | 3.89 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 4.2% | 11.0% (better) |
| Shareholder yield | 4.2% | 11.0% (better) |
| Ownership | ||
| Held by institutions | 60.5% | 90.1% |
| Held by insiders | 28.1% | 25.2% |
| Insider net buying, 12 months | −$1.1B | −$515M (better) |
| Superinvestors holding | 4 (better) | 2 |
| Short interest, % of float | 3.5% | 7.0% |
Go deeper
- ABNB stock overview
- ABNB income statement
- ABNB valuation and score
- WDAY stock overview
- WDAY income statement
- WDAY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.