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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 : 6/10

vs
industry
vs
history
Cash to Debt 2.78
AWAY's Cash to Debt is ranked lower than
64% of the 346 Companies
in the Global Internet Content & Information industry.

( Industry Median: 17.60 vs. AWAY: 2.78 )
Ranked among companies with meaningful Cash to Debt only.
AWAY' s 10-Year Cash to Debt Range
Min: 2.54  Med: 10000.00 Max: No Debt
Current: 2.78
Equity to Asset 0.59
AWAY's Equity to Asset is ranked lower than
55% of the 325 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.63 vs. AWAY: 0.59 )
Ranked among companies with meaningful Equity to Asset only.
AWAY' s 10-Year Equity to Asset Range
Min: -0.24  Med: 0.70 Max: 0.76
Current: 0.59
-0.24
0.76
Interest Coverage 3.00
AWAY's Interest Coverage is ranked lower than
91% of the 231 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3476.00 vs. AWAY: 3.00 )
Ranked among companies with meaningful Interest Coverage only.
AWAY' s 10-Year Interest Coverage Range
Min: 3  Med: 6820.00 Max: 9999.99
Current: 3
3
9999.99
F-Score: 6
Z-Score: 3.35
M-Score: -2.77
WACC vs ROIC
8.24%
2.00%
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 : 6/10

vs
industry
vs
history
Operating margin (%) 5.51
AWAY's Operating margin (%) is ranked higher than
55% of the 344 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.24 vs. AWAY: 5.51 )
Ranked among companies with meaningful Operating margin (%) only.
AWAY' s 10-Year Operating margin (%) Range
Min: 8.2  Med: 9.42 Max: 10.63
Current: 5.51
8.2
10.63
Net-margin (%) 0.13
AWAY's Net-margin (%) is ranked lower than
60% of the 344 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.60 vs. AWAY: 0.13 )
Ranked among companies with meaningful Net-margin (%) only.
AWAY' s 10-Year Net-margin (%) Range
Min: 2.68  Med: 5.22 Max: 10.09
Current: 0.13
2.68
10.09
ROE (%) 0.06
AWAY's ROE (%) is ranked lower than
63% of the 319 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.70 vs. AWAY: 0.06 )
Ranked among companies with meaningful ROE (%) only.
AWAY' s 10-Year ROE (%) Range
Min: -11.42  Med: 2.09 Max: 3.12
Current: 0.06
-11.42
3.12
ROA (%) 0.04
AWAY's ROA (%) is ranked lower than
59% of the 351 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.09 vs. AWAY: 0.04 )
Ranked among companies with meaningful ROA (%) only.
AWAY' s 10-Year ROA (%) Range
Min: 1.03  Med: 1.96 Max: 3.69
Current: 0.04
1.03
3.69
ROC (Joel Greenblatt) (%) 48.93
AWAY's ROC (Joel Greenblatt) (%) is ranked higher than
57% of the 345 Companies
in the Global Internet Content & Information industry.

( Industry Median: 31.73 vs. AWAY: 48.93 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
AWAY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 72.04  Med: 79.81 Max: 101.4
Current: 48.93
72.04
101.4
Revenue Growth (3Y)(%) 6.20
AWAY's Revenue Growth (3Y)(%) is ranked higher than
53% of the 224 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.70 vs. AWAY: 6.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
AWAY' s 10-Year Revenue Growth (3Y)(%) Range
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: 5.50 vs. AWAY: 1.50 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
AWAY' s 10-Year EBITDA Growth (3Y)(%) Range
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

Q3 2014

AWAY Guru Trades in Q3 2014

Caxton Associates 100,000 sh (New)
Jim Simons 247,600 sh (New)
Paul Tudor Jones 64,402 sh (New)
Steven Cohen 442,400 sh (+121.53%)
Manning & Napier Advisors, Inc 1,258,230 sh (+6.53%)
Pioneer Investments 355,477 sh (unchged)
Ron Baron 3,727,039 sh (-1.70%)
Columbia Wanger 2,829,000 sh (-7.98%)
Chuck Royce 376,500 sh (-11.72%)
» More
Q4 2014

AWAY Guru Trades in Q4 2014

Mario Cibelli 25,000 sh (New)
Caxton Associates 180,000 sh (+80.00%)
Manning & Napier Advisors, Inc 1,825,160 sh (+45.06%)
Paul Tudor Jones 89,135 sh (+38.40%)
Pioneer Investments 487,584 sh (+37.16%)
Chuck Royce 392,500 sh (+4.25%)
Columbia Wanger 2,829,000 sh (unchged)
Steven Cohen Sold Out
Ron Baron 3,630,149 sh (-2.60%)
Jim Simons 66,100 sh (-73.30%)
» More
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
» 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

Baron Funds Comments on HomeAway Inc. - Nov 22, 2013

We trimmed our position in HomeAway, Inc. (NASDAQ:AWAY) due to concerns regarding slowing listings growth and that the company's new initiatives may be less impactful than previously expected.

From Ron Baron’s Baron Funds third quarter 2013 letter.


Check out Ron Baron latest stock trades

Baron Funds Comments on HomeAway Inc. - Nov 21, 2013

HomeAway, Inc. (NASDAQ:AWAY) was down 13.5% in the third quarter. HomeAway is the #1 player in online vacation rentals with over 700,000 paid listings. We believe the stock's performance during the third quarter was impacted by a sell-side downgrade of the stock to equal-weight based on concerns around slowing listings growth. We continue to hold shares as we believe HomeAway listings growth will reaccelerate, that the company is pursuing a number of exciting new initiatives, such as online bookings, and that the company is in the early innings of consolidating a highly fragmented market. (Catherine Chen)

From Ron Baron’s Baron Funds third quarter 2013 report.


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Baron Funds Comments on HomeAway - Nov 06, 2013

HomeAway, Inc. (NASDAQ:AWAY) is the leading website for vacation home rentals. Homeowners generally pay an annual subscription fee to HomeAway to showcase their rental properties to the site's users. We believe this business model has classic 'network effects,' whereby more listings attract more renters and vice versa. Shares fell in the quarter over concerns about a slowdown in new property listings on the site. We believe that listings growth will reaccelerate as the company introduces new pricing plans, which should also allow the compan y to capture higher reven ues per listing. We believe that HomeAway is in the early stages of consolidating a large, fragmented market, which should allow it to capture significantly higher revenues and profits.

From Ron Baron's Baron Funds third quarter 2013 report.


Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 14255.00
AWAY's P/E(ttm) is ranked lower than
100% of the 198 Companies
in the Global Internet Content & Information industry.

( Industry Median: 29.80 vs. AWAY: 14255.00 )
Ranked among companies with meaningful P/E(ttm) only.
AWAY' s 10-Year P/E(ttm) Range
Min: 103.44  Med: 198.25 Max: 15870
Current: 14255
103.44
15870
Forward P/E 35.46
AWAY's Forward P/E is ranked lower than
73% of the 111 Companies
in the Global Internet Content & Information industry.

( Industry Median: 23.58 vs. AWAY: 35.46 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 14595.00
AWAY's PE(NRI) is ranked lower than
100% of the 197 Companies
in the Global Internet Content & Information industry.

( Industry Median: 30.30 vs. AWAY: 14595.00 )
Ranked among companies with meaningful PE(NRI) only.
AWAY' s 10-Year PE(NRI) Range
Min: 104.59  Med: 200.16 Max: 15870
Current: 14595
104.59
15870
P/B 2.87
AWAY's P/B is ranked lower than
51% of the 309 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.81 vs. AWAY: 2.87 )
Ranked among companies with meaningful P/B only.
AWAY' s 10-Year P/B Range
Min: 2.59  Med: 4.11 Max: 7.8
Current: 2.87
2.59
7.8
P/S 5.80
AWAY's P/S is ranked lower than
76% of the 332 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.15 vs. AWAY: 5.80 )
Ranked among companies with meaningful P/S only.
AWAY' s 10-Year P/S Range
Min: 4.61  Med: 7.37 Max: 12.15
Current: 5.8
4.61
12.15
PFCF 23.38
AWAY's PFCF is ranked higher than
61% of the 148 Companies
in the Global Internet Content & Information industry.

( Industry Median: 29.14 vs. AWAY: 23.38 )
Ranked among companies with meaningful PFCF only.
AWAY' s 10-Year PFCF Range
Min: 15.92  Med: 26.87 Max: 49.73
Current: 23.38
15.92
49.73
POCF 17.69
AWAY's POCF is ranked higher than
59% of the 203 Companies
in the Global Internet Content & Information industry.

( Industry Median: 23.17 vs. AWAY: 17.69 )
Ranked among companies with meaningful POCF only.
AWAY' s 10-Year POCF Range
Min: 13.36  Med: 21.78 Max: 40.46
Current: 17.69
13.36
40.46
EV-to-EBIT 82.25
AWAY's EV-to-EBIT is ranked lower than
90% of the 204 Companies
in the Global Internet Content & Information industry.

( Industry Median: 19.45 vs. AWAY: 82.25 )
Ranked among companies with meaningful EV-to-EBIT only.
AWAY' s 10-Year EV-to-EBIT Range
Min: 48.2  Med: 70.10 Max: 168.8
Current: 82.25
48.2
168.8
Current Ratio 3.50
AWAY's Current Ratio is ranked higher than
74% of the 338 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.04 vs. AWAY: 3.50 )
Ranked among companies with meaningful Current Ratio only.
AWAY' s 10-Year Current Ratio Range
Min: 0.52  Med: 1.78 Max: 3.75
Current: 3.5
0.52
3.75
Quick Ratio 3.50
AWAY's Quick Ratio is ranked higher than
75% of the 338 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.97 vs. AWAY: 3.50 )
Ranked among companies with meaningful Quick Ratio only.
AWAY' s 10-Year Quick Ratio Range
Min: 0.52  Med: 1.78 Max: 3.75
Current: 3.5
0.52
3.75
Days Sales Outstanding 23.48
AWAY's Days Sales Outstanding is ranked higher than
78% of the 292 Companies
in the Global Internet Content & Information industry.

( Industry Median: 49.85 vs. AWAY: 23.48 )
Ranked among companies with meaningful Days Sales Outstanding only.
AWAY' s 10-Year Days Sales Outstanding Range
Min: 11.08  Med: 20.38 Max: 25.25
Current: 23.48
11.08
25.25

Valuation & Return

vs
industry
vs
history
Price/Net Cash 11.05
AWAY's Price/Net Cash is ranked lower than
55% of the 125 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9.11 vs. AWAY: 11.05 )
Ranked among companies with meaningful Price/Net Cash only.
AWAY' s 10-Year Price/Net Cash Range
Min: 12.06  Med: 25.89 Max: 420.25
Current: 11.05
12.06
420.25
Price/Net Current Asset Value 8.99
AWAY's Price/Net Current Asset Value is ranked lower than
64% of the 206 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.65 vs. AWAY: 8.99 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
AWAY' s 10-Year Price/Net Current Asset Value Range
Min: 9.76  Med: 19.03 Max: 73.09
Current: 8.99
9.76
73.09
Price/Tangible Book 6.65
AWAY's Price/Tangible Book is ranked lower than
69% of the 269 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.10 vs. AWAY: 6.65 )
Ranked among companies with meaningful Price/Tangible Book only.
AWAY' s 10-Year Price/Tangible Book Range
Min: 7.22  Med: 13.00 Max: 39.09
Current: 6.65
7.22
39.09
Price/Median PS Value 0.79
AWAY's Price/Median PS Value is ranked higher than
60% of the 295 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.93 vs. AWAY: 0.79 )
Ranked among companies with meaningful Price/Median PS Value only.
AWAY' s 10-Year Price/Median PS Value Range
Min: 0.73  Med: 0.99 Max: 1.41
Current: 0.79
0.73
1.41
Price/Graham Number 20.51
AWAY's Price/Graham Number is ranked lower than
96% of the 154 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.40 vs. AWAY: 20.51 )
Ranked among companies with meaningful Price/Graham Number only.
AWAY' s 10-Year Price/Graham Number Range
Min: 7.1  Med: 11.12 Max: 31.42
Current: 20.51
7.1
31.42
Earnings Yield (Greenblatt) (%) 1.27
AWAY's Earnings Yield (Greenblatt) (%) is ranked lower than
55% of the 331 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.20 vs. AWAY: 1.27 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
AWAY' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 0.6  Med: 1.40 Max: 2.1
Current: 1.27
0.6
2.1
Forward Rate of Return (Yacktman) (%) 2.93
AWAY's Forward Rate of Return (Yacktman) (%) is ranked lower than
67% of the 112 Companies
in the Global Internet Content & Information industry.

( Industry Median: 14.84 vs. AWAY: 2.93 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
AWAY' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 2.6  Med: 2.70 Max: 2.9
Current: 2.93
2.6
2.9

Analyst Estimate

Dec15 Dec16 Dec17 Dec18
Revenue(Mil) 500 583 667 726
EPS($) 0.42 0.79 1.04 1.15
EPS without NRI($) 0.42 0.79 1.04 1.15

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 
watch Dec 27 2014 
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 
comment on AWAY Feb 05 2013 

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