Airbnb (ABNB) vs United Rentals (URI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Airbnb (ABNB) has outperformed United Rentals (URI) over the past year, gaining 34.0% versus a gain of 4.9%. Over five years, URI leads with a +197.0% price change compared with -5.1% for ABNB. Airbnb is the larger company by market cap ($96.18 billion vs $64.57 billion), about 1.5 times the size.
On valuation, United Rentals trades at a lower forward P/E (18.1x vs 26.0x for Airbnb). United Rentals pays a dividend yielding 0.72%, while Airbnb does not currently pay one. Airbnb converts more of its revenue into profit, with a net margin of 20.5% versus 15.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ABNB | URI |
|---|---|---|
| Share price | $160.63 | $1,037.44 |
| Market cap | $96.18B | $64.57B |
| 1-day change | +0.15% | -4.00% |
| YTD return | +18.35% | +28.19% |
| 1-year return | +34.03% | +4.94% |
| 5-year return | -5.05% | +196.97% |
| P/E ratio (TTM) | 36.59 | 24.94 |
| Forward P/E | 25.95 | 18.10 |
| EPS (TTM) | $4.39 | $41.59 |
| Dividend yield | 0.00% | 0.72% |
| Annual dividend | $0.00 | $7.52 |
| Revenue (latest FY) | $12.24B | $16.10B |
| Revenue growth (YoY) | +10.26% | +4.91% |
| Net income (latest FY) | $2.51B | $2.49B |
| Gross margin | 82.96% | 38.16% |
| Operating margin | 20.78% | 24.68% |
| Net margin | 20.51% | 15.49% |
| 52-week high | $193.45 | $1,179.18 |
| 52-week low | $110.81 | $701.59 |
| Distance from 52-week high | -16.97% | -12.02% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +14.29% | +22.03% |
| Average volume | 4.72M | 470.64K |
| Shares outstanding | 419.53M | 62.24M |
| Employees | 8,200 | 28,500 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Diversified Commercial Services | Diversified Commercial Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ABNB has outperformed URI by 29.1 percentage points over the past year.
- Airbnb trades at a higher earnings multiple (36.6x vs 24.9x trailing P/E).
- Airbnb is more profitable, keeping 20.5 cents of every revenue dollar as net income versus 15.5 cents for United Rentals.
- Airbnb grew revenue faster in its latest fiscal year (+10.26% vs +4.91%).
About Airbnb
ABNB stock →Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide. The company's marketplace connects hosts and guests online or through mobile devices to book spaces, experiences, and services.
Consumer Discretionary · Diversified Commercial Services · 8,200 employees
About United Rentals
URI stock →United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty.
Consumer Discretionary · Diversified Commercial Services · 28,500 employees
ABNB vs URI FAQ
Which is bigger, Airbnb or United Rentals?
Airbnb (ABNB) is larger, with a market capitalization of $96.18B compared with $64.57B for United Rentals (URI).
Which stock has performed better over the past year, ABNB or URI?
ABNB returned +34.03% over the past 12 months, compared with +4.94% for URI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ABNB or URI?
URI has the lower trailing P/E at 24.9, versus 36.6 for ABNB. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Airbnb or United Rentals?
United Rentals pays a dividend yielding 0.72%, while Airbnb does not currently pay a regular dividend.
Are Airbnb and United Rentals in the same industry?
Yes. Both are classified in the Diversified Commercial Services industry within the Consumer Discretionary sector.