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59.88 (1y: +42%)
Market Cap 8.46 B P/E(ttm) 41.50
Enterprise Value 8.45 B P/B 11.78
TRIP- NAS (USA)
TripAdvisor Inc
Not Rated
Top Ranked Predictable Companies
$59.88
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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

vs
industry		 vs
history
Cash to Debt 1.18
TRIP's Cash to Debt is ranked lower than
88% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. TRIP: 1.18 )
TRIP' s 10-Year Cash to Debt Range
Min: 0.43   Max: No Debt
Current: 1.18
Equity to Asset 0.167
TRIP's Equity to Asset is ranked lower than
83% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.52 vs. TRIP: 0.167 )
TRIP' s 10-Year Equity to Asset Range
Min: -0.26   Max: 0.17
Current: 0.17
-0.26
0.17
Interest Coverage 27.3
TRIP's Interest Coverage is ranked higher than
54% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. TRIP: 27.3 )
TRIP' s 10-Year Interest Coverage Range
Min: 27   Max: No Debt
Current: 27.3
Z-Score: 11.34
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

vs
industry		 vs
history
Operating margin (%) 38.80
TRIP's Operating margin (%) is ranked higher than
96% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.00 vs. TRIP: 38.80 )
TRIP' s 10-Year Operating margin (%) Range
Min: 38.8   Max: 47.8
Current: 38.8
38.8
47.8
Net-margin (%) 25.4
TRIP's Net-margin (%) is ranked higher than
92% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.20 vs. TRIP: 25.4 )
TRIP' s 10-Year Net-margin (%) Range
Min: 25.4   Max: 29.1
Current: 25.4
25.4
29.1
ROE (%) 26.7
TRIP's ROE (%) is ranked higher than
95% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.60 vs. TRIP: 26.7 )
TRIP' s 10-Year ROE (%) Range
Min: 25.7   Max: 60.5
Current: 26.7
25.7
60.5
ROA (%) 14.9
TRIP's ROA (%) is ranked higher than
93% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.20 vs. TRIP: 14.9 )
TRIP' s 10-Year ROA (%) Range
Min: 14.9   Max: 21.3
Current: 14.9
14.9
21.3
ROC (Joel Greenblatt) (%) 446.80
TRIP's ROC (Joel Greenblatt) (%) is ranked higher than
96% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 31.00 vs. TRIP: 446.80 )
TRIP' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 446.8   Max: 594.4
Current: 446.8
446.8
594.4
» TRIP's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

TRIP Guru Trades in Q2 2012

Jim Simons 646,600 sh (New)
John Keeley 31,000 sh (New)
Steven Cohen 2,190,604 sh (+501.89%)
John Griffin 5,675,000 sh (+21.39%)
Columbia Wanger 1,450,000 sh (unchged)
Alan Fournier 4,156,550 sh (unchged)
Steve Mandel Sold Out
Larry Robbins Sold Out
George Soros Sold Out
Chris Davis Sold Out
Murray Stahl 38,524 sh (-0.17%)
Andreas Halvorsen 8,979,146 sh (-14%)
» More
Q3 2012

TRIP Guru Trades in Q3 2012

Julian Robertson 175,000 sh (New)
Steve Mandel 5,747,707 sh (New)
Lee Ainslie 3,426,573 sh (New)
Paul Tudor Jones 101,800 sh (New)
George Soros 373,344 sh (New)
Alan Fournier 4,456,550 sh (+7.22%)
Steven Cohen 2,265,428 sh (+3.42%)
Murray Stahl 38,632 sh (+0.28%)
John Keeley Sold Out
Jim Simons Sold Out
Columbia Wanger 1,325,000 sh (-8.62%)
Andreas Halvorsen 7,544,645 sh (-15.98%)
John Griffin 2,800,000 sh (-50.66%)
» More
Q4 2012

TRIP Guru Trades in Q4 2012

Julian Robertson 330,000 sh (+88.57%)
Steve Mandel 6,567,153 sh (+14.26%)
Columbia Wanger 1,325,000 sh (unchged)
Alan Fournier 4,456,550 sh (unchged)
Murray Stahl Sold Out
John Griffin Sold Out
Paul Tudor Jones Sold Out
Andreas Halvorsen Sold Out
George Soros 293,344 sh (-21.43%)
Steven Cohen 909,158 sh (-59.87%)
Lee Ainslie 1,356,677 sh (-60.41%)
» More
Q1 2013

TRIP Guru Trades in Q1 2013

Louis Moore Bacon 10,000 sh (New)
Jim Simons 372,900 sh (New)
Tom Russo 100 sh (New)
Columbia Wanger 1,325,000 sh (unchged)
Julian Robertson Sold Out
Lee Ainslie Sold Out
Steve Mandel 6,501,886 sh (-0.99%)
Alan Fournier 4,384,550 sh (-1.62%)
George Soros 140,744 sh (-52.02%)
Steven Cohen 431,474 sh (-52.54%)
» More
» Details

Insider Trades

Latest Guru Trades with TRIP

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Julian Robertson 2013-03-31 Sold Out 2.4%$41.92 - $53.24 $ 59.8828%0
Lee Ainslie 2013-03-31 Sold Out 0.84%$41.92 - $53.24 $ 59.8828%0
George Soros 2013-03-31 Reduce -52.02%0.08%$41.92 - $53.24 $ 59.8828%140744
Andreas Halvorsen 2012-12-31 Sold Out 1.7%$29.41 - $43.45 $ 59.8866%0
John Griffin 2012-12-31 Sold Out 1.5%$29.41 - $43.45 $ 59.8866%0
Julian Robertson 2012-12-31 Add 88.57%1.13%$29.41 - $43.45 $ 59.8866%330000
Lee Ainslie 2012-12-31 Reduce -60.41%0.91%$29.41 - $43.45 $ 59.8866%1356677
Steve Mandel 2012-12-31 Add 14.26%0.21%$29.41 - $43.45 $ 59.8866%6567153
George Soros 2012-12-31 Reduce -21.43%0.04%$29.41 - $43.45 $ 59.8866%293344
John Griffin 2012-09-30 Reduce -50.66%1.93%$32.91 - $46.39 $ 59.8857%2800000
Lee Ainslie 2012-09-30 New Buy1.5%$32.91 - $46.39 $ 59.8857%3426573
Julian Robertson 2012-09-30 New Buy1.3%$32.91 - $46.39 $ 59.8857%175000
Steve Mandel 2012-09-30 New Buy1.2%$32.91 - $46.39 $ 59.8857%5747707
George Soros 2012-09-30 New Buy0.2%$32.91 - $46.39 $ 59.8857%373344
John Keeley 2012-09-30 Sold Out 0.03%$32.91 - $46.39 $ 59.8857%0
John Griffin 2012-06-30 Add 21.39%0.67%$33.38 - $45.03 $ 59.8848%5675000
Steve Mandel 2012-06-30 Sold Out 0.4%$33.38 - $45.03 $ 59.8848%0
George Soros 2012-06-30 Sold Out 0.28%$33.38 - $45.03 $ 59.8848%0
Chris Davis 2012-06-30 Sold Out 0.15%$33.38 - $45.03 $ 59.8848%0
John Keeley 2012-06-30 New Buy0.03%$33.38 - $45.03 $ 59.8848%31000
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about TripAdvisor Inc

Lone Pine’s Steve Mandel Advances to 5% Ownership of TripAdvisor
December 26, 2012
Lone Pine Capital - Lone Pine’s Steve Mandel Advances To 5% Ownership Of TripAdvisor
Steve Mandel, founder of hedge fund, Lone Pine Capital, has increased his holding of travel reviews site, TripAdvisor Inc. (TRIP) by almost 776,000 shares. The transaction turned his previous ownership of 4.4 percent shares outstanding to a full-fledged 5 percent. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 41.50
TRIP's P/E(ttm) is ranked lower than
52% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 22.09 vs. TRIP: 41.50 )
TRIP' s 10-Year P/E(ttm) Range
Min: 26.49   Max: 64.39
Current: 41.5
26.49
64.39
P/B 11.78
TRIP's P/B is ranked lower than
88% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.91 vs. TRIP: 11.78 )
TRIP' s 10-Year P/B Range
Min: 6.25   Max: 10.83
Current: 11.78
6.25
10.83
P/S 10.62
TRIP's P/S is ranked lower than
92% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.46 vs. TRIP: 10.62 )
TRIP' s 10-Year P/S Range
Min: 7.09   Max: 16.92
Current: 10.62
7.09
16.92
PFCF 38.88
TRIP's PFCF is ranked lower than
63% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 17.70 vs. TRIP: 38.88 )
TRIP' s 10-Year PFCF Range
Min: 26.43   Max: 84.29
Current: 38.88
26.43
84.29
EV-to-EBIT 27.15
TRIP's EV-to-EBIT is ranked higher than
85% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 16.10 vs. TRIP: 27.15 )
TRIP' s 10-Year EV-to-EBIT Range
Min: 12.5   Max: 27.8
Current: 27.15
12.5
27.8

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 89
TRIP's Price/Net Current Asset Value is ranked higher than
54% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 19.00 vs. TRIP: 89 )
TRIP' s 10-Year Price/Net Current Asset Value Range
Min: 57.3   Max: 61.6
Current: 89
57.3
61.6
Price/Tangible Book 39.3
TRIP's Price/Tangible Book is ranked higher than
53% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.55 vs. TRIP: 39.3 )
TRIP' s 10-Year Price/Tangible Book Range
Min: 27.2   Max: 27.2
Current: 39.3
Price/Median PS Value 1.3
TRIP's Price/Median PS Value is ranked higher than
52% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.85 vs. TRIP: 1.3 )
TRIP' s 10-Year Price/Median PS Value Range
Min: 0.9   Max: 0.9
Current: 1.3
Price/Graham Number 8.8
TRIP's Price/Graham Number is ranked higher than
59% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.60 vs. TRIP: 8.8 )
TRIP' s 10-Year Price/Graham Number Range
Min: 6.1   Max: 6.1
Current: 8.8
Earnings Yield (Greenblatt) 3.70
TRIP's Earnings Yield (Greenblatt) is ranked higher than
51% of the 182 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.20 vs. TRIP: 3.70 )
TRIP' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.6   Max: 8
Current: 3.7
3.6
8

Business Description

TripAdvisor, Inc. was incorporated as a Delaware corporation. It spun off from Expedia, Inc. on December 20, 2011. The Company is an online travel company, empowering users to plan and have the perfect trip. The Company's travel research platform aggregates reviews and opinions from its community about destinations, accommodations (including hotels, bed and breakfasts, or B&Bs, specialty lodging and vacation rentals), restaurants and activities throughout the world through its flagship TripAdvisor brand. The Company's branded websites include tripadvisor.com in the United States and localized versions of the website in 29 other countries, including in China under the brand daodao.com. The Company's-branded websites globally received more than 50 million unique visitors in January 2012 (according to comScore), and it has built a marketable base of more than 20 million members and over 60 million reviews and opinions. Beyond travel-related content, its websites also include links to the websites of its customers, including travel advertisers, allowing travelers to directly book their travel arrangements. In addition to the flagship TripAdvisor-branded websites, it has also acquired and launched numerous other travel brands, connected by the common characteristic of providing travelers with valuable planning resources across the travel sector. These brands have expanded its reach, product breadth and appeal to domestic and international advertisers. The Company operates in the online advertising sector of the global travel industry. As a result, it is impacted by trends in the global travel industry, the online travel market and online advertising. The Company faces competition for users, advertisers and travel reviews. The Company's primary competitors include large search engines, such as Google, Microsoft's Bing, Yahoo! and Baidu, and online travel agencies such as Expedia and Priceline, and their respective subsidiaries. The Company also competes with a wide range of other companies, including, among others, Airbnb, Inc., Ctrip.com International, Ltd., HolidayCheck AG, HomeAway.com, Inc., Kayak Software Corporation, Qunar.com Information Technology Co. Ltd., TravelZoo Inc. and Yelp, Inc. The Company is subject to a number of United States federal and state and foreign laws and regulations that affect companies conducting business on the Internet, many of which are still evolving and being tested in courts, and could be interpreted in ways that could harm its business.
Company Website
SEC Reports
Industry: Internet Content & Information
Compare:
Traded in other countries:T6A.Germany
» More Articles for TRIP

Headlines

Articles On GuruFocus.com
Robert Karr’s Joho Capital Makes First Increase to Yelp Stake Jan 21 2013 
Lone Pine’s Steve Mandel Advances to 5% Ownership of TripAdvisor Dec 26 2012 
Hedge Fund Legend Julian Robertson Makes Bullish Purchases: CHTR, PCLN, TRIP, BX, Sells Goldman Sac Nov 14 2012 
Opportunities from the Euro Zone: Pasta for Tourists Oct 22 2012 
Online Travel Industry Getting Squeezed: Kayak vs. Priceline Aug 16 2012 
Dividend Stock Upgrades from May 2, 2012 May 03 2012 
Travelzoo: A Unique Online Travel Player Apr 06 2012 
Bill & Melinda Gates Foundation Buys TripAdvisor, Loses on Diamond Foods Feb 20 2012 
Gates Foundation Buys Tripadvisor Inc., Diamond Foods Inc., Sells AutoNation Inc., America Movil, M& Feb 15 2012 
TripAdviser (TRIP) - A Potential High Margin Player to My Watchlist Dec 27 2011 


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