TRVG

trivago Shs -A- Sponsored American Depositary Share Repr 1 Sh-A-

TMT


Presented:05/16/2018
Price:$4.67
Cap:$1.64B
Current Price:$1.68
Cap:$0.04B

Presented

Date05/16/2018
Price$4.67
Market Cap$1.64B
Ent Value$2.24B
P/E RatioN/A
Book Value$2.93
Div Yield0%
Shares O/S350.74M
Ave Daily Vol1,151,824
Short IntN/A

Current

Price$1.68
Market Cap$0.04B
trivago NV is a holding company, which engages in the provision of a global hotel search platform. The company offers a website and a mobile application under the trivago brand. It also provides marketing tools and services for advertisers such as trivago Hotel Manager and trivago Intelligence. The company is headquartered in Düsseldorf, Germany.

Publicly traded companies mentioned herein: Alphabet Inc (GOOGL), Booking Holdings Inc (BKNG), Ctrip.Com International Ltd (CTRP), Expedia Group Inc (EXPE), TripAdvisor Inc (TRIP), Trivago NV (TRVG)

Highlights

The presenter is long Trivago (TRVG) and views the risk/reward as favorable with the stock trading at ~$4.70. The global hotel meta-search engine has had its share of missteps since mid-2017, and while the group debated the bull and bear cases, the presenter’s view is: at just 1x the 2019 consensus revenue estimate, and 0.8x - 0.9x reduced 2020 forecasts, the stock is undervalued (the bad news and negative sentiment are sufficiently baked in). And, any uptick in activity, in the form of better revenue per [qualified] referral, increase in overall spending, improved communication with the Street, etc. could drive the multiple to 1.5x - 2x 2020 sales, or a $5.75+ target (>20% upside in 12 months).

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Idea Discussion

Commentor 1 - 2 weeks ago

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