Homeaway Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Homeaway Inc (AWAY) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Homeaway Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 485M vs 882M combined for tracked competitors (35.5% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.7% annualized vs trailing 12 months), vs decelerating (-17.0%) for its tracked peer group.
- Growth: Homeaway Inc generated 11.6% revenue growth year over year in Q4 2015, vs 10.7% for its tracked competitors combined.
- Profitability: Its 7.5% net margin compares with 12.7% for the peer group.
- Peer revenue share: Homeaway Inc accounted for 41.7% of combined revenue among its tracked peer group, up from 41.5% a year earlier.
- Peer differentiation: Revenue per employee of $0.08M compares with $0.10M for the peer group (0.8x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AWAY Sales vs. its Competitors, Q4 2015
Homeaway Inc reported revenue growth of 11.59 % year on year in Q4 2015, above its competitors' combined revenue growth of 10.68 %.
With a net margin of 7.54 %, Homeaway Inc reported lower profitability than its competitors (12.74 %).
Homeaway Inc generated 41.67 % of the combined sales of its peer group, up from 41.47 % a year earlier.
Homeaway Inc vs. its Competitors, Q4 2015
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Homeaway Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Homeaway Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Homeaway Inc's competitor groups requires a Commercial License.
For context: the Personal Services industry grew revenue 9.9% year over year, combined, vs 11.6% for Homeaway Inc. Homeaway Inc's share of combined industry revenue moved from 0.35% to 0.36%, a gain of 0.01 percentage points.
Homeaway Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Homeaway Inc | Yes | Yes | Yes | No |
| Competitors combined (2) | ||||
| High-Confidence Competitors (1) | - | |||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AWAY Stock Performance relative to its Competitors
AWAY Stock Performance relative to High-Confidence Competitors
AWAY Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Marcus Corp | 282.9% | Outperformed |
| 2 | Travelzoo | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Homeaway Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Homeaway Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Homeaway Inc | 1,747.64 | 485.27 |
| Marcus Corp | 891.11 | 789.80 |
| Travelzoo | 56.86 | 92.18 |
| SUBTOTAL | 2,695.60 | 1,367.24 |
Sources: Homeaway Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Homeaway Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Homeaway Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Marriott Vacations Worldwide Corp | Named by the company | 85% |
| Travelzoo | Named by the company | 85% |
| Marcus Corp | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Homeaway Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Homeaway Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Marcus Corp | Theatres 60.18 % |
| Travelzoo | Travelzoo North America 63.76 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Homeaway Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Homeaway Inc | 1,748 | 83,193 | 1,090 |
| Marcus Corp | 891 | 94,136 | 2,703 |
| Travelzoo | 57 | 370,189 | 2,526 |
| PEERS TOTAL | 948 | 102,092 | 2,698 |
Homeaway Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 35 companies in Homeaway Inc's industry classification, broader than the peer set above. Market cap in millions of $.Homeaway Inc ranks #0 of 35 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 3,235, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Booking Holdings Inc | 124,186 | 54.04 % |
| 2 | Expedia Group Inc | 31,609 | 13.75 % |
| 3 | Xpo Inc | 20,506 | 8.92 % |
| 4 | Gatx Corporation | 6,682 | 2.91 % |
| 5 | Makemytrip Ltd | 1,234 | 5.2% |
| 6 | H and r Block Inc | 1,234 | 5.2% |
| 7 | Gxo Logistics Inc | 1,234 | 5.2% |
| 8 | Global Business Travel Group Inc | 1,234 | 5.2% |
| 9 | Unifirst Corporation | 1,234 | 5.2% |
| 10 | Hafnia Limited | 1,234 | 5.2% |
| 0 | Homeaway Inc | 1,692 | 0.00 % |
Market cap and industry share for the rest of Homeaway Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-05-29.
Homeaway Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Personal Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (52 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 84.38 % | 51.45 % (avg) | +32.9 pp |
| Operating Margin | 7.06 % | industry median | +0.5 pp |
| EBITDA Margin | 17.03 % | 2.88 % (avg) | +14.1 pp |
| Capital Intensity (Capex / Revenue) | 7.21 % | 3.94 % (avg) | +3.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Homeaway Inc's Strategic Group Map
Every company in Homeaway Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Homeaway Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Homeaway Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 3,235 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 7.21 % vs industry average 3.94 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Homeaway Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Homeaway Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Homeaway Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Homeaway Inc falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Homeaway Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+7.7% annualized vs trailing 12 months).
Weaknesses
- Return on equity 18.9 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
- A meaningful share of tracked competitors (50.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Booking Holdings Inc , holding 54.04 % of industry market cap.
- Tracked peer group's revenue run-rate is broadly decelerating (-17.0% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Homeaway Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Homeaway Inc | 1.26 | 3.68 | 0.34 |
| Marcus Corp | 0.11 | 0.38 | 0.36 |
| Travelzoo | 0.24 | 0.68 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Homeaway Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Homeaway Inc | Q3 2015 | +11.6 % | +87.7 % |
| Marcus Corp | Q2 2026 | +12.5 % | +116.4 % |
| Travelzoo | Q2 2026 | -2.3 % | - |
| PEERS TOTAL | +11.2 % | +67.9 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Homeaway Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Homeaway Inc | Q3 2015 | +14.4 % | -20.1 % |
| Marcus Corp | Q2 2026 | +3,287.7 % | -40.9 % |
| Travelzoo | Q2 2026 | +42.1 % | -53.8 % |
Homeaway Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Homeaway Inc | 0.40% | 0.48% | 0.67% |
| Marcus Corp | 2.26% | 3.38% | 5.01% |
| Travelzoo | 1.32% | 3.38% | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Homeaway Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Homeaway Inc | 290.69 | 3.60 |
| Marcus Corp | 66.74 | 1.13 |
| Travelzoo | 195.60 | 0.62 |
| PEERS AVERAGE | 90.87 | 1.97 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.