GLOBAL BUSINESS TRAVEL GROUP INC (GBTG)
NYSEConsumer DiscretionaryTravel ServicesSnapshot 2026-10-30
$9.500.00%
Close 2026-09-28 · 1-day change
NYSEConsumer DiscretionaryTravel ServicesSnapshot 2026-10-30
Research Workspace
Put GBTG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Positive cash from operations near prior $52-$85 million range: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 30% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 31%, softest on share dilution.
View QualityManagement screens weak on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 0% on a typical day and fell roughly 40% in its worst 12-month stretch.
View RiskGBTG’s bet rests on strong revenue growth, despite unsteady management and elevated risk. Revenue grew 38% year over year, but Q2 FY2026 earnings missed consensus. No valuation bridge or priced-in view is available to define the market’s expectations. The next-quarter miss probability is 25%, and the earnings miss weakens the thesis. The primary cash-flow comparison needs review, so it is unverified. This read is provisional.
Trailing returns as of 2026-09-28. GBTG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering GBTG (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare GBTG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GBTG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Hotels, Resorts & Cruise Lines — fair value, gap to price, and forward P/E.
Compare the value case
Put GBTG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete acquisition by Long Lake Management
Acquisition confirms growth strategy and enhances market position.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-28. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Complete acquisition by Long Lake Management
Acquisition confirms growth strategy and enhances market position.
Investigations could pose risks to company operations.