Booking Holdings Inc (BKNG)vsTrip.com Group Ltd ADR (TCOM)
BKNG
Booking Holdings Inc
$169.63
-2.39%
CONSUMER CYCLICAL · Cap: $128.30B
TCOM
Trip.com Group Ltd ADR
$54.22
+0.02%
CONSUMER CYCLICAL · Cap: $34.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 125% more annual revenue ($62.41B vs $27.69B). TCOM leads profitability with a 53.3% profit margin vs 22.2%. BKNG appears more attractively valued with a PEG of 0.71. TCOM earns a higher WallStSmart Score of 81/100 (A-).
BKNG
Strong Buy76
out of 100
Grade: B+
TCOM
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$188.26
Current Price
$169.63
$18.63 discount
Margin of Safety
+85.0%
Fair Value
$386.77
Current Price
$54.22
$332.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 226 in profit
Earnings expanding 240.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 53 of every $100 in revenue as profit
Earnings expanding 98.1% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 22.2% and operating margin at 25.0%. Revenue growth of 16.2% demonstrates continued momentum.
Bull Case : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 53.3% and operating margin at 16.5%. Revenue growth of 20.8% demonstrates continued momentum.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Bear Case : TCOM
The primary concerns for TCOM are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
BKNG carries more volatility with a beta of 1.10 — expect wider price swings.
TCOM is growing revenue faster at 20.8% — sustainability is the question.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TCOM scores higher overall (81/100 vs 76/100), backed by strong 53.3% margins and 20.8% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
Visit Website →Trip.com Group Ltd ADR
CONSUMER CYCLICAL · TRAVEL SERVICES · China
Trip.com Group Limited is a travel service provider for accommodation booking, transportation ticketing, destination and package tours, corporate travel management and other travel-related services in China and internationally. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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