Price movement over the last 24 hours
Airbnb, Inc. vs Tapestry, Inc. — how do they compare? Airbnb, Inc. trades at $142.73 (market cap $88.31B), while Tapestry, Inc. trades at $141.16 (market cap $29.40B). The key difference: Airbnb, Inc. is far larger — about 3× Tapestry, Inc.'s market cap, and Tapestry, Inc. pays a 1.1% dividend while Airbnb, Inc. pays none. Which is the better fit depends on your goals.
| ABNB | TPR | |
|---|---|---|
Market Cap | $88.31B | $29.40B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $148.93 | $160.49 |
52-Week Low | $111.54 | $92.20 |
Enterprise Value | $78.84B | $32.25B |
Dividend Yield | — | 1.1% |
Signals from Pluang's Aura AI — not financial advice
Airbnb (ABNB) trades at $148.80, showing minimal daily movement with a slight decline of 0.09%. The stock maintains a bullish technical outlook with strong moving average signals and trades near pivot point resistance at $149. Fundamentally, the company demonstrates robust profitability with 82.9% gross margins and 19.9% net income margin, though recent quarters have seen earnings misses against expectations. Revenue growth continues with 2025 reaching $12.24 billion, supported by the company's asset-light model and global travel recovery.
The investment case balances strong fundamentals against valuation concerns, with a P/E of 36.5 suggesting premium pricing. Analyst consensus remains positive with a $161.80 price target, though recent earnings misses and CEO stock sales warrant monitoring. Key risks include travel demand sensitivity, competitive pressures, and execution of new initiatives like hotel expansion and AI development. The stock offers growth exposure to travel recovery but requires careful valuation assessment.
TPR trades at $146.3, up 1.45% today, with a bullish technical signal and strong analyst support. Recent quarters show consistent earnings beats, with Q1 2026 EPS of $1.66 exceeding the $1.30 estimate. The company maintains high profitability margins, including a 76.18% gross margin and 55.74% ROE, though net income margin declined to 8.44% in 2025. Positive news highlights digital growth and Gen Z engagement, with a consensus price target of $184.14 implying significant upside.
Outlook is positive given earnings momentum and analyst optimism, but risks include high debt levels, volatile cash flows, and competitive pressures in the luxury retail sector. The stock's elevated P/E of 44.36 requires sustained growth to justify valuation, while institutional ownership trends and insider activity should be monitored for confirmation of bullish sentiment.
Trailing returns across standard periods
Latest headlines on both assets
Airbnb, Inc. operates an online marketplace for travel information and booking services. The Company offers lodging, home stay, and tourism services via websites and mobile applications. Airbnb serves clients worldwide.
Read more on ABNB →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →