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30.04 (1y: +42%)
Market Cap 2.56 B P/E(ttm) 148.00
Enterprise Value 2.25 B P/B 4.80
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
Cash to Debt No Debt
AWAY's Cash to Debt is ranked higher than
94% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 18.14 vs. AWAY: No Debt )
AWAY' s 10-Year Cash to Debt Range
Min: No Debt   Max: No Debt
Current: No Debt
Equity to Asset 0.715
AWAY's Equity to Asset is ranked higher than
73% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.61 vs. AWAY: 0.715 )
AWAY' s 10-Year Equity to Asset Range
Min: -0.29   Max: 0.73
Current: 0.72
-0.29
0.73
Interest Coverage No Debt
AWAY's Interest Coverage is ranked higher than
65% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. AWAY: No Debt )
AWAY' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
Z-Score: 7.53
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Operating margin (%) 10.60
AWAY's Operating margin (%) is ranked higher than
75% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.80 vs. AWAY: 10.60 )
AWAY' s 10-Year Operating margin (%) Range
Min: 8.2   Max: 10.6
Current: 10.6
8.2
10.6
Net-margin (%) 5.3
AWAY's Net-margin (%) is ranked higher than
69% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.40 vs. AWAY: 5.3 )
AWAY' s 10-Year Net-margin (%) Range
Min: 2.7   Max: 10.1
Current: 5.3
2.7
10.1
ROE (%) 2.9
AWAY's ROE (%) is ranked higher than
62% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.50 vs. AWAY: 2.9 )
AWAY' s 10-Year ROE (%) Range
Min: 1.4   Max: 2.9
Current: 2.9
1.4
2.9
ROA (%) 2.1
AWAY's ROA (%) is ranked higher than
62% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.50 vs. AWAY: 2.1 )
AWAY' s 10-Year ROA (%) Range
Min: 1   Max: 3.5
Current: 2.1
1
3.5
ยป AWAY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

AWAY Guru Trades in Q2 2012

Chuck Royce 50,000 sh (New)
Manning & Napier Advisors, Inc 1,509,190 sh (New)
Pioneer Investments 140,000 sh (+33.33%)
Ron Baron 3,433,272 sh (+28.93%)
Steven Cohen Sold Out
RS Investment Management Sold Out
Columbia Wanger 2,022,000 sh (-0.05%)
Chase Coleman 878,175 sh (-81.28%)
» More
Q3 2012

AWAY Guru Trades in Q3 2012

Steven Cohen 28,100 sh (New)
John Burbank 11,231 sh (New)
Chuck Royce 343,500 sh (+587%)
Pioneer Investments 269,466 sh (+92.48%)
Ron Baron 3,610,716 sh (+5.17%)
Columbia Wanger 2,022,000 sh (unchged)
Chase Coleman Sold Out
Manning & Napier Advisors, Inc 1,495,703 sh (-0.89%)
» More
Q4 2012

AWAY Guru Trades in Q4 2012

Steven Cohen 55,229 sh (+96.54%)
Pioneer Investments 389,935 sh (+44.71%)
Chuck Royce 440,500 sh (+28.24%)
Manning & Napier Advisors, Inc 1,547,533 sh (+3.47%)
John Burbank Sold Out
Ron Baron 3,608,736 sh (-0.05%)
Columbia Wanger 1,931,500 sh (-4.48%)
» More
Q1 2013

AWAY Guru Trades in Q1 2013

Louis Moore Bacon 25,000 sh (New)
Manning & Napier Advisors, Inc 1,778,693 sh (+14.94%)
Ron Baron 3,873,836 sh (+7.35%)
Columbia Wanger 1,992,500 sh (+3.16%)
Chuck Royce 440,500 sh (unchged)
Pioneer Investments 351,735 sh (-9.8%)
Steven Cohen 31,770 sh (-42.48%)
» More
» Details

Insider Trades

Latest Guru Trades with AWAY

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Burbank 2012-12-31 Sold Out 0.01%$19.98 - $27.25 $ 30.0432%0
John Burbank 2012-09-30 New Buy0.01%$20.31 - $25.17 $ 30.0430%11231
Ron Baron 2012-06-30 Add 28.93%0.11%$19.85 - $26.12 $ 30.0427%3433272
Ron Baron 2012-03-31 Add 310.79%0.3%$23.48 - $27.25 $ 30.0475%2662841
Ron Baron 2011-09-30 New Buy0.17%$31.67 - $42.93 $ 30.04-23%712220
Premium More recent guru trades are included for Premium Members only!!
ยป Financial Charts

Peter Lynch Chart

Guru Investment Theses on HomeAway Inc

Baron Funds Comments on HomeAway Inc. - Jun 06, 2013

HomeAway, Inc. (AWAY), the leading online provider of listings and services to the vacation rental industry, rose 48% in the quarter due to strong fourth quarter results. We admire HomeAway's business model and positioning and believe that the company can grow its cash flow multiple fold going forward, as it adds listings, grows revenue per listing and increases its margins through scale. Though this opportunity is not lost on investors, the stock had fallen late last year because the rate of growth was decelerating and the company did not meet earnings expectations. We added to our position believing the stock was attractive at the lower valuation and that results were soon to accelerate. We were rewarded this quarter when just that occurred and the stock was re-rated higher.

From Baron Fundsโ€™ first quarter 2013 commentary.


Check out Ron Baron latest stock trades

Baron Funds Comments on HomeAway Inc. - May 24, 2012

From Baron Funds' first quarter letter: HomeAway, Inc. (AWAY) is the leading online marketplace for vacation rentals. Its websites offer extensive listings to travelers and make it easy for rental property owners and property managers to advertise their properties and manage bookings online. We believe that HomeAway is a dominant category killer in a rapidly growing niche. One can appreciate the value it offers property owners since it is rewarded by high renewal rates and as such have created a very sticky and sustainable business model.We believe that HomeAway will successfully add more properties to its boards, be able to realize higher rates for these listings, and layer in attractive new services that will get good take โ€“ rates, enabling the company to grow cash flow at over 25% per year for the foreseeable future. HomeAway was a hot IPO in 2011, which we purchased after the stock had fallen by a third on a shortterm disappointment. Though still not cheap, we see big upside in time as we believe cash flow can easily triple in the next five years.
Check out Ron Baron latest stock trades

Top Ranked Articles about HomeAway Inc

Baron Funds Comments on HomeAway Inc.
June 6, 2013
HomeAway, Inc. (AWAY), the leading online provider of listings and services to the vacation rental industry, rose 48% in the quarter due to strong fourth quarter results. We admire HomeAway's business model and positioning and believe that the company can grow its cash flow multiple fold going forward, as it adds listings, grows revenue per listing and increases its margins through scale. Though this opportunity is not lost on investors, the stock had fallen late last year because the rate of growth was decelerating and the company did not meet earnings expectations. We added to our position believing the stock was attractive at the lower valuation and that results were soon to accelerate. We were rewarded this quarter when just that occurred and the stock was re-rated higher. Read more...
John Burbank 'Likes Internet,' Adds Yelp to Slew of Internet Holdings
February 4, 2013
John Burbank - John Burbank 'Likes Internet,' Adds Yelp To Slew Of Internet Holdings
John Burbank has disclosed ownership of 6.3% of Yelp Inc. (YELP), According to GuruFocus Real Time Picks. The manager of global investment firm Passport Capital bought 1,065,261 shares of the company on Jan. 25, when the price was $21.17, on average. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 148.00
AWAY's P/E(ttm) is ranked lower than
72% of the 208 Companies
in the Global Internet Content & Information industry.

( Industry Median: 27.00 vs. AWAY: 148.00 )
AWAY' s 10-Year P/E(ttm) Range
Min: 115.49   Max: 3571.43
Current: 148
115.49
3571.43
P/B 4.80
AWAY's P/B is ranked lower than
57% of the 297 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.52 vs. AWAY: 4.80 )
AWAY' s 10-Year P/B Range
Min: 3.3   Max: 7.6
Current: 4.8
3.3
7.6
P/S 8.66
AWAY's P/S is ranked lower than
64% of the 313 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.14 vs. AWAY: 8.66 )
AWAY' s 10-Year P/S Range
Min: 5.48   Max: 13.53
Current: 8.66
5.48
13.53
PFCF 31.40
AWAY's PFCF is ranked lower than
53% of the 208 Companies
in the Global Internet Content & Information industry.

( Industry Median: 22.13 vs. AWAY: 31.40 )
AWAY' s 10-Year PFCF Range
Min: 19.7   Max: 48.11
Current: 31.4
19.7
48.11
EV-to-EBIT 66.7
AWAY's EV-to-EBIT is ranked lower than
64% of the 218 Companies
in the Global Internet Content & Information industry.

( Industry Median: 19.15 vs. AWAY: 66.7 )
AWAY' s 10-Year EV-to-EBIT Range
Min: 48.2   Max: 168.8
Current: 66.7
48.2
168.8

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 39
AWAY's Price/Net Cash is ranked lower than
63% of the 150 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10.70 vs. AWAY: 39 )
AWAY' s 10-Year Price/Net Cash Range
Min: 28.9   Max: 68.4
Current: 39
28.9
68.4
Price/Net Current Asset Value 187.8
AWAY's Price/Net Current Asset Value is ranked lower than
63% of the 204 Companies
in the Global Internet Content & Information industry.

( Industry Median: 25.90 vs. AWAY: 187.8 )
AWAY' s 10-Year Price/Net Current Asset Value Range
Min: 110.7   Max: 137.5
Current: 187.8
110.7
137.5
Price/Tangible Book 17.3
AWAY's Price/Tangible Book is ranked lower than
69% of the 250 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.50 vs. AWAY: 17.3 )
AWAY' s 10-Year Price/Tangible Book Range
Min: 12.9   Max: 17.6
Current: 17.3
12.9
17.6
Price/Median PS Value 1.2
AWAY's Price/Median PS Value is ranked higher than
55% of the 272 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.10 vs. AWAY: 1.2 )
AWAY' s 10-Year Price/Median PS Value Range
Min: 0.9   Max: 0.9
Current: 1.2
Price/Graham Number 11.6
AWAY's Price/Graham Number is ranked lower than
70% of the 179 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.20 vs. AWAY: 11.6 )
AWAY' s 10-Year Price/Graham Number Range
Min: 8.5   Max: 13.3
Current: 11.6
8.5
13.3
Earnings Yield (Greenblatt) 1.50
AWAY's Earnings Yield (Greenblatt) is ranked higher than
61% of the 370 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.00 vs. AWAY: 1.50 )
AWAY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 2.1
Current: 1.5
0.6
2.1

Business Description

HomeAway, Inc. operates as an online marketplace for the vacation rental industry. Vacation rentals are fully furnished, privately owned residential properties, including homes, condominiums, villas and cabins that can be rented on a nightly, weekly or monthly basis. The company's marketplace brings together millions of travelers seeking vacation rentals online with hundreds of thousands of owners and managers of vacation rental properties located in over 145 countries around the world. Its ambition is to make every vacation rental in the world available to every traveler in the world through its online marketplace. The company's Products and Services includes: Paid Listings: Paid listings appear in search results on websites when travelers search for vacation rentals based on location, type of property, size or other characteristics. A paid listing provides the property owner or manager with a set of tools for managing an availability calendar, reservations, inquiries and the content of the listing; Transaction-Based Listings: The company offers property managers with large inventories of vacation rentals the opportunity to post listings for no initial up-front fees and, instead, charge fees based on the number of inquiries and online reservations that result from their listing on its websites; Property Management Software: Property managers can use company's enterprise software solutions to manage their businesses, customers and properties. It provides software solutions to property managers under the brand names Escapia, PropertyPlus, V12, Entech and First Resorts and offer software tailored to professional. Its strategies to achieve goal includes: Increase the Size of Marketplace by Providing the Online Experience: It intends to build on its market scale by providing the online experience for travelers, property owners and managers. For travelers, the company will leverage the scale and scope of the current listings on marketplace, the latest web technologies and own innovations in user interface, visual design, features and functionality; Bring More Choice and Value to Property Owners, Managers and Traveler:Its strategy is to better enable property owners and managers to optimize the value of their listings by extending tiered, pay-for-performance pricing across entire marketplace; Expand Geographically: It expects to build global reach by adding new listings and new traffic via organic growth and selected acquisitions in new geographies, including Europe, Latin America and Asia Pacific. It derives most of its revenue from paid listings from its property owners and managers. Company's customers generally pay for their listings at the beginning of the listing term, and revenue is recognized monthly over the term of the listing, which is generally one year.
Company Website
SEC Reports
Industry: Internet Content & Information
Compare:
Traded in other countries:2HA.Germany
ยป More Articles for AWAY

Headlines

Articles On GuruFocus.com
Baron Funds Comments on HomeAway Inc. Jun 06 2013 
comment on AWAY Feb 05 2013 
John Burbank 'Likes Internet,' Buys Another Internet Stock - Yelp Feb 04 2013 
Baron Funds Comments on HomeAway Inc. May 24 2012 
5 Well-Performing IPOs to Consider Now Apr 09 2012 
Weekly Guru Bargains Highlights: AWAY, MFC, ACI, CHK, CYOU Jan 01 2012 

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