New Micro-Bubble Loser: Airbnb (ABNB) vs. New Micro-Bubble Winner: Hyatt Hotels (H)I originally featured Airbnb in December 2020 prior to its IPO. Airbnb’s Valuation Implies 12 Times Higher Revenue Than Hyatt by 2029I also prefer stocks with more conservative expectations for future revenue growth over those with overly optimistic future growth expectations. Figure 3: Airbnb vs. Hyatt: Revenue Growth Expectations vs. For reference, Airbnb’s NOPAT in this scenario would reach $2.1 billion in 2029, which would be 26% greater than Marriott’s 2019 NOPAT and 194% greater than Hyatt’s 2019 NOPAT. Figure 8: Micro-Bubble Winners & Micro-Bubble StocksMicro Bubble Winners & Losers New Constructs, LLC*New to the list as of this report.

Source: Forbes February 22, 2021 13:52 UTC