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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’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 : 5/10

vs
industry
vs
history
Cash to Debt 2.79
AWAY's Cash to Debt is ranked lower than
62% of the 351 Companies
in the Global Internet Content & Information industry.

( Industry Median: 14.00 vs. AWAY: 2.79 )
Ranked among companies with meaningful Cash to Debt only.
AWAY' s Cash to Debt Range Over the Past 10 Years
Min: 2.54  Med: 10000.00 Max: No Debt
Current: 2.79
Equity to Asset 0.60
AWAY's Equity to Asset is ranked lower than
54% of the 338 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.62 vs. AWAY: 0.60 )
Ranked among companies with meaningful Equity to Asset only.
AWAY' s Equity to Asset Range Over the Past 10 Years
Min: -0.24  Med: 0.66 Max: 0.76
Current: 0.6
-0.24
0.76
F-Score: 5
Z-Score: 4.10
M-Score: -2.90
WACC vs ROIC
10.90%
2.73%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’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.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

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 : 5/10

vs
industry
vs
history
Operating margin (%) 7.06
AWAY's Operating margin (%) is ranked higher than
58% of the 345 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.91 vs. AWAY: 7.06 )
Ranked among companies with meaningful Operating margin (%) only.
AWAY' s Operating margin (%) Range Over the Past 10 Years
Min: 8.2  Med: 9.42 Max: 10.63
Current: 7.06
8.2
10.63
Net-margin (%) 1.26
AWAY's Net-margin (%) is ranked lower than
57% of the 345 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.11 vs. AWAY: 1.26 )
Ranked among companies with meaningful Net-margin (%) only.
AWAY' s Net-margin (%) Range Over the Past 10 Years
Min: 2.68  Med: 5.22 Max: 10.09
Current: 1.26
2.68
10.09
ROE (%) 0.65
AWAY's ROE (%) is ranked lower than
64% of the 314 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.26 vs. AWAY: 0.65 )
Ranked among companies with meaningful ROE (%) only.
AWAY' s ROE (%) Range Over the Past 10 Years
Min: -11.42  Med: 2.09 Max: 3.12
Current: 0.65
-11.42
3.12
ROA (%) 0.39
AWAY's ROA (%) is ranked lower than
59% of the 352 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.87 vs. AWAY: 0.39 )
Ranked among companies with meaningful ROA (%) only.
AWAY' s ROA (%) Range Over the Past 10 Years
Min: 1.03  Med: 1.96 Max: 3.69
Current: 0.39
1.03
3.69
ROC (Joel Greenblatt) (%) 63.28
AWAY's ROC (Joel Greenblatt) (%) is ranked higher than
61% of the 345 Companies
in the Global Internet Content & Information industry.

( Industry Median: 28.55 vs. AWAY: 63.28 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
AWAY' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 72.04  Med: 79.81 Max: 101.4
Current: 63.28
72.04
101.4
Revenue Growth (3Y)(%) 6.20
AWAY's Revenue Growth (3Y)(%) is ranked higher than
51% of the 224 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.80 vs. AWAY: 6.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
AWAY' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: -3.70 Max: 6.2
Current: 6.2
0
6.2
EBITDA Growth (3Y)(%) 1.50
AWAY's EBITDA Growth (3Y)(%) is ranked lower than
56% of the 170 Companies
in the Global Internet Content & Information industry.

( Industry Median: 7.00 vs. AWAY: 1.50 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
AWAY' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: -4.00 Max: 1.5
Current: 1.5
0
1.5
» AWAY's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2015

AWAY Guru Trades in Q1 2015

John Burbank 61,691 sh (New)
Jim Simons 396,900 sh (+500.45%)
Manning & Napier Advisors, Inc 2,070,576 sh (+13.45%)
Columbia Wanger 2,829,000 sh (unchged)
Mario Cibelli Sold Out
Pioneer Investments 484,828 sh (-0.57%)
Caxton Associates 150,000 sh (-16.67%)
Ron Baron 2,844,673 sh (-21.64%)
Chuck Royce 292,500 sh (-25.48%)
Paul Tudor Jones 31,500 sh (-64.66%)
» More
Q2 2015

AWAY Guru Trades in Q2 2015

Steven Cohen 125,000 sh (New)
John Burbank 66,693 sh (+8.11%)
Steven Cohen 74,000 sh (unchged)
Ron Baron Sold Out
Pioneer Investments 482,870 sh (-0.40%)
Columbia Wanger 2,811,407 sh (-0.62%)
Manning & Napier Advisors, Inc 1,936,976 sh (-6.45%)
Chuck Royce 232,500 sh (-20.51%)
Jim Simons 312,500 sh (-21.26%)
Caxton Associates 60,000 sh (-60.00%)
Paul Tudor Jones 7,629 sh (-75.78%)
» More
Q3 2015

AWAY Guru Trades in Q3 2015

RS Investment Management 53,350 sh (New)
Paul Tudor Jones 70,203 sh (+820.21%)
Jim Simons 1,030,300 sh (+229.70%)
Steven Cohen 256,400 sh (+105.12%)
Caxton Associates 100,000 sh (+66.67%)
Columbia Wanger 2,823,564 sh (+0.43%)
John Burbank Sold Out
Pioneer Investments 481,560 sh (-0.27%)
Manning & Napier Advisors, Inc 1,748,636 sh (-9.72%)
Chuck Royce 204,500 sh (-12.04%)
» More
Q4 2015

AWAY Guru Trades in Q4 2015

Columbia Wanger Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with AWAY

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on HomeAway Inc

Baron Funds Comments on HomeAway Inc. - Feb 21, 2014

HomeAway, Inc. (NASDAQ:AWAY), the leading online website for the vacation rentals, rose 46.2% in the fourth quarter. HomeAway reported strong results that beat street estimates for sales and cash flow and posted a sequential acceleration in listing growth. The company recently launched a new service called Pay Per Bookings (PPB), and early results were encouraging. We believe PPB will provide nice incremental growth, not cannibalize, the core subscription business and increase the company's overall opportunity and growth rate. We continue to consider HomeAway an industry leader that is in the early innings of converting a traditional business to a digital Internet approach, and we think cash flow can grow dramatically over time.



From Baron Funds fourth quarter 2013 shareholder letter.



Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 576.90
AWAY's P/E(ttm) is ranked lower than
99% of the 320 Companies
in the Global Internet Content & Information industry.

( Industry Median: 28.18 vs. AWAY: 576.90 )
Ranked among companies with meaningful P/E(ttm) only.
AWAY' s P/E(ttm) Range Over the Past 10 Years
Min: 103.44  Med: 202.21 Max: 15870
Current: 576.9
103.44
15870
Forward P/E 43.86
AWAY's Forward P/E is ranked lower than
91% of the 211 Companies
in the Global Internet Content & Information industry.

( Industry Median: 18.48 vs. AWAY: 43.86 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 576.90
AWAY's PE(NRI) is ranked lower than
98% of the 247 Companies
in the Global Internet Content & Information industry.

( Industry Median: 31.50 vs. AWAY: 576.90 )
Ranked among companies with meaningful PE(NRI) only.
AWAY' s PE(NRI) Range Over the Past 10 Years
Min: 104.59  Med: 203.84 Max: 15870
Current: 576.9
104.59
15870
P/B 3.58
AWAY's P/B is ranked lower than
64% of the 419 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.27 vs. AWAY: 3.58 )
Ranked among companies with meaningful P/B only.
AWAY' s P/B Range Over the Past 10 Years
Min: 2.59  Med: 3.84 Max: 7.8
Current: 3.58
2.59
7.8
P/S 7.08
AWAY's P/S is ranked lower than
97% of the 419 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.64 vs. AWAY: 7.08 )
Ranked among companies with meaningful P/S only.
AWAY' s P/S Range Over the Past 10 Years
Min: 4.61  Med: 7.13 Max: 12.15
Current: 7.08
4.61
12.15
PFCF 29.32
AWAY's PFCF is ranked lower than
54% of the 246 Companies
in the Global Internet Content & Information industry.

( Industry Median: 26.88 vs. AWAY: 29.32 )
Ranked among companies with meaningful PFCF only.
AWAY' s PFCF Range Over the Past 10 Years
Min: 15.92  Med: 26.82 Max: 49.73
Current: 29.32
15.92
49.73
POCF 22.36
AWAY's POCF is ranked lower than
55% of the 319 Companies
in the Global Internet Content & Information industry.

( Industry Median: 19.84 vs. AWAY: 22.36 )
Ranked among companies with meaningful POCF only.
AWAY' s POCF Range Over the Past 10 Years
Min: 13.36  Med: 21.75 Max: 40.46
Current: 22.36
13.36
40.46
EV-to-EBIT 79.37
AWAY's EV-to-EBIT is ranked lower than
92% of the 319 Companies
in the Global Internet Content & Information industry.

( Industry Median: 21.02 vs. AWAY: 79.37 )
Ranked among companies with meaningful EV-to-EBIT only.
AWAY' s EV-to-EBIT Range Over the Past 10 Years
Min: 48.2  Med: 80.80 Max: 178.8
Current: 79.37
48.2
178.8
EV-to-EBITDA 41.08
AWAY's EV-to-EBITDA is ranked lower than
83% of the 359 Companies
in the Global Internet Content & Information industry.

( Industry Median: 15.34 vs. AWAY: 41.08 )
Ranked among companies with meaningful EV-to-EBITDA only.
AWAY' s EV-to-EBITDA Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 41.08
Current: 41.08
0
41.08
Current Ratio 3.85
AWAY's Current Ratio is ranked higher than
78% of the 344 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.08 vs. AWAY: 3.85 )
Ranked among companies with meaningful Current Ratio only.
AWAY' s Current Ratio Range Over the Past 10 Years
Min: 0.52  Med: 1.84 Max: 3.85
Current: 3.85
0.52
3.85
Quick Ratio 3.85
AWAY's Quick Ratio is ranked higher than
79% of the 344 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.01 vs. AWAY: 3.85 )
Ranked among companies with meaningful Quick Ratio only.
AWAY' s Quick Ratio Range Over the Past 10 Years
Min: 0.52  Med: 1.84 Max: 3.85
Current: 3.85
0.52
3.85
Days Sales Outstanding 18.07
AWAY's Days Sales Outstanding is ranked higher than
83% of the 276 Companies
in the Global Internet Content & Information industry.

( Industry Median: 50.67 vs. AWAY: 18.07 )
Ranked among companies with meaningful Days Sales Outstanding only.
AWAY' s Days Sales Outstanding Range Over the Past 10 Years
Min: 11.08  Med: 20.38 Max: 25.25
Current: 18.07
11.08
25.25
Days Payable 36.06
AWAY's Days Payable is ranked lower than
66% of the 252 Companies
in the Global Internet Content & Information industry.

( Industry Median: 54.47 vs. AWAY: 36.06 )
Ranked among companies with meaningful Days Payable only.
AWAY' s Days Payable Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 0
Current: 36.06

Valuation & Return

vs
industry
vs
history
Price/Net Cash 12.25
AWAY's Price/Net Cash is ranked lower than
51% of the 189 Companies
in the Global Internet Content & Information industry.

( Industry Median: 11.79 vs. AWAY: 12.25 )
Ranked among companies with meaningful Price/Net Cash only.
AWAY' s Price/Net Cash Range Over the Past 10 Years
Min: 9.09  Med: 23.96 Max: 420.25
Current: 12.25
9.09
420.25
Price/Net Current Asset Value 10.28
AWAY's Price/Net Current Asset Value is ranked lower than
68% of the 290 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.04 vs. AWAY: 10.28 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
AWAY' s Price/Net Current Asset Value Range Over the Past 10 Years
Min: 7.63  Med: 18.59 Max: 73.09
Current: 10.28
7.63
73.09
Price/Tangible Book 7.79
AWAY's Price/Tangible Book is ranked lower than
71% of the 360 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. AWAY: 7.79 )
Ranked among companies with meaningful Price/Tangible Book only.
AWAY' s Price/Tangible Book Range Over the Past 10 Years
Min: 5.78  Med: 12.64 Max: 39.09
Current: 7.79
5.78
39.09
Price/Median PS Value 0.99
AWAY's Price/Median PS Value is ranked lower than
60% of the 401 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. AWAY: 0.99 )
Ranked among companies with meaningful Price/Median PS Value only.
AWAY' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.74  Med: 1.01 Max: 1.46
Current: 0.99
0.74
1.46
Price/Graham Number 13.55
AWAY's Price/Graham Number is ranked lower than
94% of the 319 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.46 vs. AWAY: 13.55 )
Ranked among companies with meaningful Price/Graham Number only.
AWAY' s Price/Graham Number Range Over the Past 10 Years
Min: 7.1  Med: 10.89 Max: 31.42
Current: 13.55
7.1
31.42
Earnings Yield (Greenblatt) (%) 1.30
AWAY's Earnings Yield (Greenblatt) (%) is ranked lower than
55% of the 329 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.30 vs. AWAY: 1.30 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
AWAY' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 0.6  Med: 1.20 Max: 2.1
Current: 1.3
0.6
2.1
Forward Rate of Return (Yacktman) (%) 1.25
AWAY's Forward Rate of Return (Yacktman) (%) is ranked lower than
72% of the 111 Companies
in the Global Internet Content & Information industry.

( Industry Median: 16.61 vs. AWAY: 1.25 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
AWAY' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: 1.1  Med: 2.20 Max: 2.9
Current: 1.25
1.1
2.9

More Statistics

Revenue(Mil) $485
EPS $ 0.06
Short Percentage of Float1.62%
52-Week Range $25.13 - 40.76
Shares Outstanding(Mil)96.24

Analyst Estimate

Dec15 Dec16 Dec17 Dec18
Revenue(Mil) 502 586 837 726
EPS($) 0.47 0.81 1.14 1.15
EPS without NRI($) 0.47 0.81 1.14 1.15

Latest Earnings Webcast

» More Conference Calls

Business Description

Industry: Online Media » Internet Content & Information
Compare: » details
Traded in other countries:2HA.Germany,
HomeAway, Inc., was incorporated in 2004 as CEH Holdings, Inc. in the State of Delaware. In 2006, the Company changed its name to HomeAway, Inc. The Company 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 Resort 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. It derives its revenue from paid listings from its property owners and managers. The 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.
» More Articles for AWAY

Headlines

Articles On GuruFocus.com
HomeAway Is A Dangerous Destination For Your Investment Capital Jul 06 2015 
Mario Cibelli Adds to Largest Stakes in His Portfolio Mar 21 2015 
Baron Funds Comments on HomeAway Inc. Feb 21 2014 
Weekly CEO Sells Highlight: Vringo Inc, Medivation Inc, BioDelivery Sciences International Inc and H Feb 02 2014 
Baron Funds Comments on HomeAway Inc. Nov 22 2013 
Baron Funds Comments on HomeAway Inc. Nov 21 2013 
Baron Funds Comments on HomeAway Nov 06 2013 
Baron Funds Comments on HomeAway Inc. Jun 06 2013 
John Burbank 'Likes Internet,' Buys Another Internet Stock - Yelp Feb 04 2013 
Baron Funds Comments on HomeAway Inc. May 24 2012 

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