We see Sabre holding a solid network position in the artificial intelligence landscape. That said, the company's leveraged balance sheet could hinder its ability to adequately invest in its business, leading to our no-moat rating.
The company's GDS marketplace hosts content from all airlines and is used by many travel agents, resulting in a large industry share. Replicating this would involve meaningful time and costs.
Slowing economic growth could present a headwind to demand for business and leisure travel booked on Sabre's platform.
|
Metric
|
SABR
|
EXPE
|
BKNG
|
|---|---|---|---|
Price/Earnings (Normalized) | 97.61 | 13.77 | 16.67 |
Price/Book Value | — | 26.07 | — |
Price/Sales | 0.28 | 2.12 | 4.52 |
Price/Cash Flow | 5.31 | 9.06 | 14.15 |
|
Metric
|
SABR
|
EXPE
|
BKNG
|
|---|---|---|---|
Quick Ratio | 0.92 | 0.64 | 1.02 |
Current Ratio | 1.02 | 0.80 | 1.09 |
Interest Coverage | 0.70 | 7.13 | 8.67 |
|
Metric
|
SABR
|
EXPE
|
BKNG
|
|---|---|---|---|
Return on Assets (Normalized) | −1.20% | 9.05% | 25.75% |
Return on Equity (Normalized) | — | 228.06% | — |
Return on Invested Capital (Normalized) | 9.78% | 29.91% | 65.56% |
|
1-Day Chart
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United States