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TripAdvisor Inc. Message Board

  • flankenking flankenking Feb 11, 2013 5:07 PM Flag

    Growth And No Significant Competition? - Matthew Frankel overlooked Travezoo and Local Corp

    Growth And No Significant Competition

    By Matthew Frankel - February 4, 2013| Tickers: ANGI, EXPE, TRIP| 0 Comments

    TripAdvisor Inc. (NASDAQ: TRIP), the self-proclaimed “world’s largest online travel company,” has done well for several years now. Since being spun off from Expedia (NASDAQ: EXPE) in late 2011, shares have climbed from their IPO price of $27.50 to the current level of just over $46, a nice gain of 68% in just over a year. While the company has done a great job of growing its revenue, does the company have more growth in the works? When TripAdvisor reports 2012’s earnings on Wednesday Feb. 13, investors will hear the latest updates on what the next chapter in this growth story may be.

    Competition?

    I was trying to find peers to compare valuations with, and most advertising-based internet companies of similar size and age don’t compare. Most don’t have earnings yet; for example, I looked at Angie’s List (NASDAQ: ANGI) because it is also a site based on user reviews, but they are not forecast to even turn a profit for another few years, putting them in a whole other category of “speculative.” Don’t get me wrong, I like Angie’s List as a concept and as a business model, but they are just not a mature enough business (read: profitable) to warrant a long-term investment recommendation.

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Acrobatics
      Adult Shows
      Air Combat
      Airboat Tours
      Airplan Tours
      Airport Louge
      Aqua Cycles
      Aquariums
      Art Tours
      ATV Rentals
      Backpacking
      Bike Rental
      Bike Tours
      Biplane Flights
      Bird Watching
      Board Charters
      Boat Rentals
      Brewery Tours
      Brunch Cruises
      Bunges Jumping
      Camel Rides
      Camping
      Canal Cruises
      Canyoneering
      Castle Tours
      Cave Tours
      Clubs
      Coffee Cruises
      Comedy Shows
      Cooking Classic
      Cultural Tours
      Dance Lessons
      Dinner Cruises
      Dinner Shows
      Dirt Bikes
      Dolphin Tours
      Duck Tours
      Dune Buggies
      Elephant Rides
      Exotic Car Rising
      Fashion Tours
      Ferry Services
      Fishing
      Flight Simulator
      Flying Lessons
      Food Tasting Tours
      Ghost Tours

      Sentiment: Strong Buy

    • We pride ourselves in being the most extensive resource for activities and things to do. Below is a list of all the activities we offer. Choose one of the activities to read more information and book your fun.

      Sentiment: Strong Buy

    • siteanalytics.compete/local corp = 22,738,205 Monthly Unique Visitors (market-cap = 36 million, revenues in Q3/2012 = 24.7 million)

      siteanalytics.compete/yelp = 21,017,453 Monthly Unique Visitors (market-cap = 1,380 million, revenues in Q3/2012 = 36.4 million)

      siteanalytics.compete/angieslist = 2,551,023 Monthly Unique Visitors (market-cap = 757 million, revenues in Q3/2012 = 42 million)

      siteanalytics.compete/zillow = 11,366,594 Monthly Unique Visitors (market-cap = 1,200 million, revenues in Q3/2012 = 32 million)

      siteanalytics.compete/tripdavisor = 13,825,662 Monthly Unique Visitors (market-cap = 6,580 million, revenues in Q3/2012 = 212.7 million)

      Sentiment: Strong Buy

 
TRIP
99.30-0.58(-0.58%)Jul 28 4:00 PMEDT

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