HomeAway (NASDAQ:AWAY)

CAPS Rating: 2 out of 5

HomeAway’s online catalog links renters with 560,000 vacation properties listings worldwide, disrupting the time-share industry by giving renters the same flexibility as booking a hotel room.

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Member Avatar TMFBaldSEO (< 20) Submitted: 6/19/2014 12:34:00 PM : Outperform Start Price: $33.36 AWAY Score: -1.71

Homeaway, in my opinion, is a stock that has a built in safety net. When investing in sub 5b companies, I look for market leaders that have a safety net. For example, AWAY continues to grow listings. To me, that's the safety net. While I believe they're capable of growing on their own, I believe the VR space is one that can be owned by an OTA that acquires AWAY's inventory, and relationships. Coupled with a larger audience, VRs will become a viable option to run alongside hotels as travelers explore alternatives to traditional lodging. In short, I think AWAY is a steal in the mid-low 30s, with some expected volatility along the way.

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Member Avatar WhowasJohnGalt (30.83) Submitted: 4/29/2014 8:26:17 AM : Outperform Start Price: $32.70 AWAY Score: -4.40

growth in online renting of homes for vacation

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Member Avatar Etirado (24.33) Submitted: 2/7/2014 11:11:44 AM : Outperform Start Price: $39.66 AWAY Score: -27.63

3rd Party Pick

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Member Avatar coopertown (< 20) Submitted: 6/26/2013 9:22:54 PM : Underperform Start Price: $32.41 AWAY Score: +20.81

PE 154! Next to AirBNB - Homeaway looks more like a myspace.

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Member Avatar alex33chik (< 20) Submitted: 5/4/2013 12:46:07 AM : Underperform Start Price: $29.95 AWAY Score: +12.11

I think it is to high of price

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Member Avatar TMFTypeoh (78.44) Submitted: 4/27/2013 1:00:19 PM : Outperform Start Price: $31.84 AWAY Score: -20.86

Low capital needs, network effect business model with strong growth prospects. My family uses homeaway for vacations, and you can get great properties with kitchens and save a ton of money on food costs alone. Its going to be a bumpy ride, but there is a lot to like.

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Member Avatar pdlpwr62 (94.33) Submitted: 2/1/2013 11:20:15 AM : Outperform Start Price: $23.77 AWAY Score: +8.12

Good balance sheet and insider holding. As people travel look for good places to stay.

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Member Avatar DealLawyer (33.55) Submitted: 11/7/2012 3:53:26 PM : Outperform Start Price: $22.07 AWAY Score: +8.43

Near monopoly in growing vacation rental market. Will be acquired by one of the larger OTAs or Google.

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Member Avatar AdBanker (< 20) Submitted: 11/2/2012 9:58:42 AM : Outperform Start Price: $23.35 AWAY Score: +3.35

Homeaway is undervalued given its position in the evolving vacation rentals market. There is tremendous upside potential here as the company moves to take a % of each reservation transaction instead of just flat rate fees. Homeaway has always been a major revenue driver for vacation rental owners and I think their business model is evolving in a way that will allow them to benefit more from the transactions that occur through their network.

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Member Avatar TMFOpie (98.43) Submitted: 10/12/2012 4:22:51 PM : Outperform Start Price: $27.11 AWAY Score: -16.17

The stock has moved up a little since I first started tracking it but I still believe AWAY has a long runway ahead as it improves its pricing model and builds out its moat. It has some stiff competition from AirBnB and others but I like Away's positioning and this industry is ripe for continued disruption.

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Member Avatar SellAnnoyed (33.48) Submitted: 10/2/2012 9:26:24 PM : Outperform Start Price: $25.00 AWAY Score: -4.27

I use this service for personal, pleasure travel and I am also a subscriber. It kicks @$$ on both sides of the equation.

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Member Avatar iwanna10bagger (72.02) Submitted: 9/29/2012 5:31:54 PM : Underperform Start Price: $25.48 AWAY Score: +27.29

I've rented two vacation rentals - one in Hawaii, and one in Mexico. Both were nice, but both had issues. In one case, the unit had not been cleaned after the previous renter had left. In the other case, I had difficulty getting into the unit when I first arrived. These experiences highlight a problem with vacation rentals - you're not renting from a professional service provider, but rather from a private owner, who, in most cases, lives thousands of miles away. So while I think vacation rentals can provide good value, they can also come with more headaches than hotels. Another issue with vacation rentals is that it appears that, in many cases, the owners are trying to cut costs by not employing someone local to manage their property. Based on my experiences, I'm not sure if I will rent a vacation rental again, and think that the VRBO market growth is somewhat limited. AWAY's market cap is pricing in a great deal of growth, which makes me think it's overvalued.

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Member Avatar cibient (21.34) Submitted: 10/31/2011 1:46:33 PM : Underperform Start Price: $33.38 AWAY Score: +56.54

Dangerous to short on P/E alone, I know. But as others have mentioned, I don't think this is the next big thing. It's a little awkward to consider staying in a stranger's house, both for the owner and the visitor. Sorry, but this is not going to be the next PCLN.

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Member Avatar joecourt (< 20) Submitted: 10/26/2011 7:00:48 PM : Underperform Start Price: $37.00 AWAY Score: +65.75

seems a bit pricey

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Member Avatar cubanstockpicker (20.60) Submitted: 8/9/2011 11:04:58 PM : Underperform Start Price: $34.14 AWAY Score: +74.92

PE of 153 on a 3 billion dollar company that does the same as time shares. Hmmm.

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Member Avatar Amaretto6 (< 20) Submitted: 8/3/2011 7:14:25 PM : Outperform Start Price: $33.85 AWAY Score: -61.43

Everyone travels (or at least likes to) and hotels are so pricey, most people would much rather have the ability to stay in a roomy apartment/house. Before this the only real alternative was timeshares for family travel. Having been a person that bought one (a timeshare) and regretted it, AWAY provides a better alternative.

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Member Avatar Jeffrey2012 (< 20) Submitted: 7/21/2011 10:16:37 PM : Underperform Start Price: $41.09 AWAY Score: +66.71

Wow. I can't believe people are buying this company up. The hype is so rediculous. They are growing gangbusters because of the rapid acquisitions made. Plus they have goodwill of over 300 million. Does that say over paid?

Also, they have net losses because they are loaded to the hilt with debt and preferred's.

I'm beginning to think people don't even bother opening up the s/1 and reading what's really in there. Seriously, at the torrent growth they are experiencing, they will definitely get hit with the valuation pie in the face as a developmental stage company.

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Member Avatar Stocktradingman (25.78) Submitted: 7/6/2011 2:59:22 PM : Outperform Start Price: $39.25 AWAY Score: -63.87

This is a new stock in a novel market niche. It is the kind of stock that appeals to anyone on a tight budget and to others who desire a more spacious accomodation. I believe that there is tremendous room for growth in this area and investors will be rewarded, especially as the concept becomes more well-known, as it seems likely to do.

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Member Avatar TMFIPO2011 (< 20) Submitted: 7/6/2011 2:12:09 PM : Outperform Start Price: $39.45 AWAY Score: -63.92

• Organic growth and acquisitions have helped HomeAway tower above the competition.
• Capital-light business model could lead to meaningful margin expansion.
• Network effects endow HomeAway with a growing competitive moat.

Results 1 - 19 of 19

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