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Sabre Corp SABR

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Stock XNAS Rating as of
$2.77 +0.07 (2.59%)
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As of Delayed Price Post-Trading: $2.70 0.00
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Company Report

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Amadeus: Books a Win With Accor to Run Its Central Reservation System

Dan Wasiolek

Narrow-moat companies Amadeus and Accor announced a partnership on June 5, where the former will be implementing its Central Reservation System, or CRS, into the latter. We see this as a clear positive for Amadeus and negative for narrow-moat peer Sabre. Initially, Accor announced a CRS partnership with Sabre in January 2020, which was shelved when the pandemic hit. We believe Accor’s decision to now choose Amadeus speaks to the IT solutions provider having more proof-of-concept after successful CRS implementations with wide-moat companies InterContinental and Marriott. Still, Sabre itself has won marque CRS partnerships with narrow-moat hoteliers Wyndham and Hyatt, showcasing that its IT solutions offering also has validity in the market.

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Price vs Fair Value

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SABR is trading at a 869% premium.
Price
$2.70
Fair Value
$7.00
Uncertainty
Very High
1-Star Price
$9.54
5-Star Price
$6.80
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

The company's GDS network hosts content from all airlines and is used by many travel agents, resulting in a large industry share. Replicating this would involve meaningful time and costs.

Bears

The inflation and credit availability present material headwinds to near-term demand and and credit quality for Sabre's distribution network and IT solutions business.

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Trading Information

Previous Close Price
$2.70
Day Range
$2.64–2.78
52-Week Range
$1.81–5.77
Bid/Ask
$2.70 / $2.77
Market Cap
$1.06 Bil
Volume/Avg
2.5 Mil / 4.5 Mil

Key Statistics

Price/Earnings (Normalized)
—
Price/Sales
0.33
Dividend Yield (Trailing)
—
Dividend Yield (Forward)
—
Total Yield
—

Company Profile

Sabre holds the number-two air booking volume share in the global distribution system industry. The travel solutions segment represented 91% of total 2023 revenue, split between distribution (78% of segment sales) and airline IT solutions (22%) revenue. The company also has a growing hotel IT solutions division (9% of revenue). Transaction fees, which are mostly tied to volume and not price, account for the bulk of sales and profits.
Sector
Technology
Industry
Software - Infrastructure
Stock Style Box
Small Core
Total Number of Employees
6,232
Website
https://www.sabre.com

Competitors

Valuation

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Metric
SABR
AMS
EXPE
Price/Earnings (Normalized)
 —23.3312.15
Price/Book Value
 —6.1018.64
Price/Sales
 0.335.181.39
Price/Cash Flow
 47.9813.147.09
Price/Earnings
SABR
AMS
EXPE

Financial Strength

Metric
SABR
AMS
EXPE
Quick Ratio
 1.170.590.61
Current Ratio
 1.371.140.79
Interest Coverage
 0.0213.573.88
Quick Ratio
SABR
AMS
EXPE

Profitability

Metric
SABR
AMS
EXPE
Return on Assets (Normalized)
 −2.64%10.52%6.18%
Return on Equity (Normalized)
 —25.23%96.06%
Return on Invested Capital (Normalized)
 6.74%14.33%15.92%
Return on Assets
SABR
AMS
EXPE
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