Added to YB: 2026-10-06
Pitch date: 2026-09-30
TRIP [bullish]
Tripadvisor, Inc.
+11.39%
current return
Author Info
No bio for this author
Company Info
Tripadvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide.
Market Cap
$997.4M
Pitch Price
$8.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.41
P/E
-658.52
EV/Sales
0.57
Sector
Interactive Media and Services
Category
special_situation
Call an ambulance, but not for me - Tripadvisor
TRIP: Tripadvisor is a SOTP special situation: assuming ~$270M of legacy cash flow, $680M of net TheFork proceeds and $522M of adjusted net debt, the ~$985M market cap assigns Viator just ~$557M, or 2.7x 2028 EBITDA. A 12x multiple implies ~$2.8B of total equity value. Strategic alternatives and capital returns offer upside; Viator execution and unfavorable capital allocation are the principal risks.
Read full article (7 min)