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| Metrics | Range | Conclusion |
|---|---|---|
| Selected LTM EBIT Multiple | -20,6x - -22,8x | -21,7x |
| Selected Fwd EBIT Multiple | 49,1x - 54,2x | 51,6x |
| Fair Value | 0,68$ - 0,77$ | 0,72$ |
| Upside | -18,4% - -7,7% | -13,1% |
| Benchmarks | Ticker | Full Ticker |
| Airbnb, Inc. | ABNB | NasdaqGS:ABNB |
| MakeMyTrip Limited | MMYT | NasdaqGS:MMYT |
| eDreams ODIGEO S.A. | EDDR.F | OTCPK:EDDR.F |
| Bloomberry Resorts Corporation | BLBR.F | OTCPK:BLBR.F |
| First Watch Restaurant Group, Inc. | FWRG | NasdaqGS:FWRG |
| Yatra Online, Inc. | YTRA | NasdaqCM:YTRA |
| - | - | - |
| Select LTM EBIT Multiple | |||||||
| Benchmark Companies | |||||||
| ABNB | MMYT | EDDR.F | BLBR.F | FWRG | YTRA | ||
| NasdaqGS:ABNB | NasdaqGS:MMYT | OTCPK:EDDR.F | OTCPK:BLBR.F | NasdaqGS:FWRG | NasdaqCM:YTRA | ||
| Historical EBIT Growth | |||||||
| 5Y CAGR | NM- | NM- | -15.4% | -8.3% | NM- | NM- | |
| 3Y CAGR | 67.6% | NM- | NM- | 83.1% | 17.4% | NM- | |
| Latest Twelve Months | 68.2% | 70.7% | 53.5% | -33.7% | -7.8% | -21.7% | |
| Historical EBIT Profit Margin | |||||||
| 5 Year Average Margin | -5.3% | -9.3% | -7.9% | 16.9% | 2.4% | -21.8% | |
| Prior Fiscal Year | 15.3% | 3.6% | -1.8% | 32.4% | 5.4% | -1.7% | |
| Latest Fiscal Year | 23.0% | 8.4% | 6.3% | 19.5% | 4.3% | -6.2% | |
| Latest Twelve Months | 23.0% | 10.3% | 7.7% | 19.5% | 4.3% | -2.8% | |
| Current Trading Multiples | |||||||
| EV / LTM Revenue | 6.01x | 11.65x | 1.91x | 2.13x | 1.77x | 0.73x | |
| EV / LTM EBITDA | 25.8x | 96.7x | 21.9x | 6.9x | 17.7x | -51.9x | |
| EV / LTM EBIT | 26.1x | 113.3x | 24.6x | 10.9x | 40.7x | -26.1x | |
| Low | Mid | High | |||||
| Benchmark EV / LTM EBIT | 10.9x | 26.1x | 113.3x | ||||
| Historical EV / LTM EBIT | -50.6x | -14.1x | -4.3x | ||||
| Selected EV / LTM EBIT | -20.6x | -21.7x | -22.8x | ||||
| (x) LTM EBIT | (191) | (191) | (191) | ||||
| (=) Implied Enterprise Value | 3,941 | 4,149 | 4,356 | ||||
| (-) Non-shareholder Claims * | (816) | (816) | (816) | ||||
| (=) Equity Value | 3,125 | 3,333 | 3,540 | ||||
| (/) Shares Outstanding | 58.5 | 58.5 | 58.5 | ||||
| Implied Value Range | 53.46 | 57.00 | 60.55 | ||||
| FX Rate: INR/USD | 85.6 | 85.6 | 85.6 | Market Price | |||
| Implied Value Range (Trading Cur) | 0.62 | 0.67 | 0.71 | 0.83 | |||
| Upside / (Downside) | -24.8% | -19.8% | -14.8% | ||||
| Equity Waterfall | |||||||
| Benchmark Companies | |||||||
| (in millions) | ABNB | MMYT | EDDR.F | BLBR.F | FWRG | YTRA | |
| Enterprise Value | 66,672 | 10,893 | 1,288 | 171,278 | 1,800 | 4,974 | |
| (+) Cash & Short Term Investments | 10,611 | 704 | 44 | 33,179 | 33 | 1,883 | |
| (+) Investments & Other | 0 | 5 | 0 | 439 | 0 | 12 | |
| (-) Debt | (2,294) | (233) | (387) | (110,214) | (810) | (264) | |
| (-) Other Liabilities | 0 | (6) | 0 | 85 | 0 | (2,447) | |
| (-) Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | |
| (-) Other | 0 | 0 | 0 | 0 | 0 | 0 | |
| Value of Common Equity | 74,989 | 11,364 | 945 | 94,767 | 1,023 | 4,158 | |
| (/) Shares Outstanding | 621.3 | 109.8 | 119.9 | 9,715.1 | 60.7 | 58.5 | |
| Implied Stock Price | 120.69 | 103.51 | 7.88 | 9.75 | 16.86 | 71.11 | |
| FX Conversion Rate to Trading Currency | 1.00 | 1.00 | 0.92 | 57.38 | 1.00 | 85.57 | |
| Implied Stock Price (Trading Cur) | 120.69 | 103.51 | 8.53 | 0.17 | 16.86 | 0.83 | |
| Trading Currency | USD | USD | USD | USD | USD | USD | |
| FX Rate to Reporting Currency | 1.00 | 1.00 | 0.92 | 57.38 | 1.00 | 85.57 | |