Market Pulse59Neutral

Airbnb, Inc.Opportunity Rank #23(ABNB) Intrinsic Value & DCF Analysis (2026)

Current Price

$140.46

Last updated: May 08, 2026

Price vs Intrinsic Value

$140.46
Price
$189.85
Intrinsic Value
Undervalued by 35%MOS: $151.88

Fundamental Score

83/100
Bullish

Weighted across 6 signals

Narrative Score

72/100
Strong

+7 vs previous

Trend Score

73/100
Strong

As of 2026-05-08

The intrinsic value of Airbnb, Inc. (ABNB) is estimated at $189.85 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $140.46, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 10.00% long-term growth rate and a 9.66% discount rate, reflecting expected future free cash flow and cost of capital.

The intrinsic value of Airbnb, Inc. (ABNB) is estimated at $189.85 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $140.46, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 10.00% long-term growth rate and a 9.66% discount rate, reflecting expected future free cash flow and cost of capital.

Valuation Details

$189.85
▲ 35.16% upside
20% margin of safety: $151.88
Years: 10Growth Rate: 10.00%
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Fundamental Details

83/100
BullishWeighted across 6 signals
DCF Discount
35.2% discount to price
100
FCF Yield
5.4% trailing FCF yield
86
ROIC vs WACC
ROIC vs WACC unavailable
50
Net Debt / FCF
Net cash position
100
Buybacks
Share count shrinking
80
FCF CAGR (5Y)
453.1% 5Y FCF CAGR (adjusted)
100
Strengths lead the score: DCF Discount, FCF Yield.

Narrative Details

72/100
Strong
+7 vs previous · +2 new driversVs 6-Month Baseline:High (83rd pct)Weighted across 6 recent drivers
Trend: Improving upConfidence: 100%Updated: 17h ago
Sources: 108 (86 News · 22 Analyst)
Drivers(last 30 days)
65 news sentiment+0.9
3 upgrade headlines+0.4
5 analyst upgrades+0.3
Guidance raise+0.3
12 regulatory scrutiny+0.3
2 earnings miss+0.0

Trend Details

73/100
StrongAs of 2026-05-08311 daily bars used
Distance from 52-Week High-1.9%
3M Relative Strength vs SPY+9.0%
Price vs 50 EMA+4.8%
Price vs 21 EMA63 · +2.1%
Price vs 50 EMA72 · +4.8%
21 EMA vs 50 EMA70 · +2.6%
3M RS vs SPY82 · +9.0%
6M RS vs SPY68 · +6.6%
Distance from 52W High96 · -1.9%

Investment Coach

Updating... 1d ago
BUYConfidence: 57%
Thesis
Airbnb, Inc. is currently undervalued with an estimated fair value 35.5% above its current price, supported by constructive fundamentals and a healthy free cash flow yield of 5.6%. Despite trailing returns relative to its cost of capital, the company's strong free cash flow growth and bullish fundamental score suggest potential for price appreciation.
Key Risk
The company's return on invested capital remains below its weighted average cost of capital, indicating potential challenges in generating sufficient economic profit.
Signals To Watch
  • Monitor whether valuation discount remains above 10%.
  • Track ROIC vs WACC spread for sustained improvement.
  • Follow narrative trend for meaningful shifts in the score direction.
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Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 18.61%5 Year CAGR: 14.65%

Free Cash Flow (in millions)

TTM202520242023202220212020201920182017
$4,581$4,646$4,518$3,884$3,455$2,313-$592$348$686$351

How Intrinziq Estimates Fair Value

Intrinziq estimates Airbnb, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Airbnb, Inc.Consumer Cyclical

Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company's marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, or vacation homes. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb, Inc. in November 2010. Airbnb, Inc. was founded in 2007 and is headquartered in San Francisco, California.