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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 : 7/10

vs
industry
vs
history
Cash to Debt 2.57
AWAY's Cash to Debt is ranked higher than
57% of the 480 Companies
in the Global Internet Content & Information industry.

( Industry Median: 16.45 vs. AWAY: 2.57 )
AWAY' s 10-Year Cash to Debt Range
Min: 2.54   Max: No Debt
Current: 2.57

Equity to Asset 0.61
AWAY's Equity to Asset is ranked higher than
66% of the 454 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.64 vs. AWAY: 0.61 )
AWAY' s 10-Year Equity to Asset Range
Min: -0.24   Max: 0.76
Current: 0.61

-0.24
0.76
Interest Coverage No Debt
AWAY's Interest Coverage is ranked higher than
64% of the 326 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. AWAY: No Debt )
AWAY' s 10-Year Interest Coverage Range
Min: 625.45   Max: 9999.99
Current: No Debt

625.45
9999.99
F-Score: 6
Z-Score: 3.61
M-Score: -2.81
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 (%) 8.74
AWAY's Operating margin (%) is ranked higher than
78% of the 478 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.21 vs. AWAY: 8.74 )
AWAY' s 10-Year Operating margin (%) Range
Min: 8.2   Max: 10.63
Current: 8.74

8.2
10.63
Net-margin (%) 2.73
AWAY's Net-margin (%) is ranked higher than
68% of the 478 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.58 vs. AWAY: 2.73 )
AWAY' s 10-Year Net-margin (%) Range
Min: 2.68   Max: 10.09
Current: 2.73

2.68
10.09
ROE (%) 1.40
AWAY's ROE (%) is ranked higher than
64% of the 462 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.09 vs. AWAY: 1.40 )
AWAY' s 10-Year ROE (%) Range
Min: 2.64   Max: 3.81
Current: 1.4

2.64
3.81
ROA (%) 0.90
AWAY's ROA (%) is ranked higher than
64% of the 485 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.43 vs. AWAY: 0.90 )
AWAY' s 10-Year ROA (%) Range
Min: 1.13   Max: 3.69
Current: 0.9

1.13
3.69
ROC (Joel Greenblatt) (%) 88.23
AWAY's ROC (Joel Greenblatt) (%) is ranked higher than
78% of the 480 Companies
in the Global Internet Content & Information industry.

( Industry Median: 26.50 vs. AWAY: 88.23 )
AWAY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 93.03   Max: 127.73
Current: 88.23

93.03
127.73
» AWAY's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

AWAY Guru Trades in Q4 2013

Paul Tudor Jones 107,542 sh (+494.15%)
Columbia Wanger 2,009,200 sh (-0.29%)
Ron Baron 3,603,873 sh (-2.28%)
Pioneer Investments 281,146 sh (-4.38%)
Manning & Napier Advisors, Inc 1,391,201 sh (-14.86%)
Chuck Royce 350,500 sh (-24.7%)
Jim Simons 108,517 sh (-64.14%)
Steven Cohen 23,752 sh (-95.91%)
» More
Q1 2014

AWAY Guru Trades in Q1 2014

Steven Cohen 1,773,200 sh (+7365.48%)
Jim Simons 316,662 sh (+191.81%)
Columbia Wanger 2,224,200 sh (+10.7%)
Ron Baron 3,602,871 sh (-0.03%)
Pioneer Investments 273,623 sh (-2.68%)
Chuck Royce 331,500 sh (-5.42%)
Paul Tudor Jones 7,622 sh (-92.91%)
Manning & Napier Advisors, Inc 11,600 sh (-99.17%)
» More
Q2 2014

AWAY Guru Trades in Q2 2014

Manning & Napier Advisors, Inc 1,181,130 sh (+10082.2%)
Columbia Wanger 3,074,400 sh (+38.22%)
Chuck Royce 426,500 sh (+28.66%)
Ron Baron 3,791,443 sh (+5.23%)
Steven Cohen 199,700 sh (unchged)
Jim Simons Sold Out
Paul Tudor Jones Sold Out
Pioneer Investments 261,104 sh (-4.58%)
» More
Q3 2014

AWAY Guru Trades in Q3 2014

Paul Tudor Jones 64,402 sh (New)
Jim Simons 247,600 sh (New)
Caxton Associates 100,000 sh (New)
Steven Cohen 442,400 sh (+121.53%)
Pioneer Investments 355,477 sh (+36.14%)
Manning & Napier Advisors, Inc 1,258,230 sh (+6.53%)
Ron Baron 3,727,039 sh (-1.7%)
Columbia Wanger 2,829,000 sh (-7.98%)
Chuck Royce 376,500 sh (-11.72%)
» 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%)

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 $ 29.7930%0
John Burbank 2012-09-30 New Buy0.01%$20.31 - $25.17 $ 29.7929%11231
Ron Baron 2012-06-30 Add 28.93%0.11%$19.85 - $26.12 $ 29.7926%3433272
Ron Baron 2012-03-31 Add 310.79%0.3%$23.48 - $27.25 $ 29.7973%2662841
Ron Baron 2011-09-30 New Buy0.17%$31.67 - $42.93 $ 29.79-23%712220
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

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Guru Investment Theses on HomeAway Inc

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

HomeAway, Inc. (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.



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

We trimmed our position in HomeAway, Inc. (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.


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

HomeAway, Inc. (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. (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.


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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 Funds’ first quarter 2013 commentary.


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Top Ranked Articles about HomeAway Inc

Baron Funds Comments on HomeAway Inc.
HomeAway, Inc. (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. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 244.20
AWAY's P/E(ttm) is ranked higher than
67% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 96.30 vs. AWAY: 244.20 )
AWAY' s 10-Year P/E(ttm) Range
Min: 103.44   Max: 3571.43
Current: 244.2

103.44
3571.43
P/B 3.02
AWAY's P/B is ranked higher than
70% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.71 vs. AWAY: 3.02 )
AWAY' s 10-Year P/B Range
Min: 2.96   Max: 7.8
Current: 3.02

2.96
7.8
P/S 6.62
AWAY's P/S is ranked higher than
57% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.55 vs. AWAY: 6.62 )
AWAY' s 10-Year P/S Range
Min: 4.61   Max: 12.15
Current: 6.62

4.61
12.15
PFCF 25.25
AWAY's PFCF is ranked higher than
84% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 219.58 vs. AWAY: 25.25 )
AWAY' s 10-Year PFCF Range
Min: 15.92   Max: 49.73
Current: 25.25

15.92
49.73
EV-to-EBIT 62.19
AWAY's EV-to-EBIT is ranked higher than
70% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 69.31 vs. AWAY: 62.19 )
AWAY' s 10-Year EV-to-EBIT Range
Min: 48.2   Max: 168.8
Current: 62.19

48.2
168.8
Current Ratio 3.70
AWAY's Current Ratio is ranked higher than
82% of the 468 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.32 vs. AWAY: 3.70 )
AWAY' s 10-Year Current Ratio Range
Min: 0.52   Max: 3.7
Current: 3.7

0.52
3.7
Quick Ratio 3.70
AWAY's Quick Ratio is ranked higher than
83% of the 468 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.31 vs. AWAY: 3.70 )
AWAY' s 10-Year Quick Ratio Range
Min: 0.52   Max: 3.7
Current: 3.7

0.52
3.7

Valuation & Return

vs
industry
vs
history
Price/Net Cash 13.60
AWAY's Price/Net Cash is ranked higher than
84% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. AWAY: 13.60 )
AWAY' s 10-Year Price/Net Cash Range
Min: 16.21   Max: 420.25
Current: 13.6

16.21
420.25
Price/Net Current Asset Value 12.57
AWAY's Price/Net Current Asset Value is ranked higher than
81% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. AWAY: 12.57 )
AWAY' s 10-Year Price/Net Current Asset Value Range
Min: 14.98   Max: 168.1
Current: 12.57

14.98
168.1
Price/Tangible Book 8.16
AWAY's Price/Tangible Book is ranked higher than
68% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9.32 vs. AWAY: 8.16 )
AWAY' s 10-Year Price/Tangible Book Range
Min: 9.73   Max: 39.09
Current: 8.16

9.73
39.09
Price/Median PS Value 0.86
AWAY's Price/Median PS Value is ranked higher than
80% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.09 vs. AWAY: 0.86 )
AWAY' s 10-Year Price/Median PS Value Range
Min: 0.7   Max: 1.35
Current: 0.86

0.7
1.35
Price/Graham Number 9.52
AWAY's Price/Graham Number is ranked higher than
72% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. AWAY: 9.52 )
AWAY' s 10-Year Price/Graham Number Range
Min: 7.1   Max: 31.42
Current: 9.52

7.1
31.42
Earnings Yield (Greenblatt) 1.60
AWAY's Earnings Yield (Greenblatt) is ranked higher than
67% of the 470 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.50 vs. AWAY: 1.60 )
AWAY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 2.1
Current: 1.6

0.6
2.1

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
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 
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 

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