Sabre Corp

SABR: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$6.00	Ycrrz	Ssvqhvf

Sabre's Improving Demand Overshadowed by an Uncertain Macro and Credit Market Environment

Dan Wasiolek

May 8, 2023

Business Strategy and Outlook

Despite material near-term economic and credit market uncertainty, we expect Sabre to maintain its position in global distribution systems over the next 10 years, driven by a leading network of airline content and travel agency customers as well as its solid position in technology solutions for these carriers and agents. Sabre's mid-30s GDS air transaction share is the second largest of the three companies (behind narrow-moat Amadeus and ahead of privately held Travelport) that together control nearly 100% of market volume. Sabre is also a leader in providing technology solutions to travel suppliers.

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