$TRIP What we want to see: - Strong revenue growth from non-hotel segment - strong growth in number of non-hotel offerings - stability in hotels, media & platform segment - increasing EBITDA margins - improving trends in ad sales and efficiency - MAU increasing, social focus working EPS trend has been flat for almost 3 yrs with almost no growth expected into 2020... Est. $0.69 in EPS for the quarter versus $0.72 last year. Est. $1.89 for full year (down from $1.97 last quarter) versus $1.71 last year. Est. $2.16 for 2020 (flat since last quarter) Current Price ~$40.60 Below 200dma ($46.48) and 100dma ($41.40), Above 50dma ($39.15) Closing price prior to last earnings report (8/8/2019) was $41.40... stock closed the following day at $43.26 despite trading as high as $46.xx. 52 week low $35.41 $5.7B market cap, 10% short interest, no debt Average analyst target ~$48 Trading at ~21x 2019 EPS, 19x 2020, 17x 2021. PEG ~1.5x EV/EBITDA at half of historic levels (~8-10x versus 16-22x)
  • 5