Booking Holdings Inc (BKNG)vsTalen Energy Corporation (TLN)
BKNG
Booking Holdings Inc
$4,237.75
-1.23%
CONSUMER CYCLICAL · Cap: $138.30B
TLN
Talen Energy Corporation
$328.29
+3.96%
UTILITIES · Cap: $14.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 925% more annual revenue ($26.92B vs $2.63B). BKNG leads profitability with a 20.1% profit margin vs -8.3%. BKNG earns a higher WallStSmart Score of 78/100 (B+).
BKNG
Strong Buy78
out of 100
Grade: B+
TLN
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$7757.57
Current Price
$4237.75
$3519.82 discount
Intrinsic value data unavailable for TLN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.5%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 58.0% year-over-year
Earnings expanding 34.5% YoY
Areas to Watch
Moderate valuation
ROE of 2.3% — below average capital efficiency
Trading at 13.7x book value
ROE of -17.7% — below average capital efficiency
Currently unprofitable
Operating margin of -36.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 20.1% and operating margin at 32.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bull Case : TLN
The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 58.0% demonstrates continued momentum.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Bear Case : TLN
The primary concerns for TLN are Price/Book, Return on Equity, Profit Margin.
Key Dynamics to Monitor
BKNG profiles as a growth stock while TLN is a hypergrowth play — different risk/reward profiles.
TLN carries more volatility with a beta of 1.61 — expect wider price swings.
TLN is growing revenue faster at 58.0% — sustainability is the question.
BKNG generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 42/100), backed by strong 20.1% margins and 16.0% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Compare with Other TRAVEL SERVICES Stocks
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