Booking Holdings Inc (BKNG)vsTripAdvisor Inc (TRIP)
BKNG
Booking Holdings Inc
$163.95
+4.15%
CONSUMER CYCLICAL · Cap: $120.80B
TRIP
TripAdvisor Inc
$8.41
-1.29%
CONSUMER CYCLICAL · Cap: $1.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 1443% more annual revenue ($28.24B vs $1.83B). BKNG leads profitability with a 25.5% profit margin vs 0.3%. TRIP appears more attractively valued with a PEG of 0.45. BKNG earns a higher WallStSmart Score of 76/100 (B+).
BKNG
Strong Buy76
out of 100
Grade: B+
TRIP
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.8%
Fair Value
$182.69
Current Price
$163.95
$18.74 discount
Margin of Safety
+77.0%
Fair Value
$52.97
Current Price
$8.41
$44.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 226 in profit
Strong operational efficiency at 34.4%
Earnings expanding 130.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of 3.0% — below average capital efficiency
0.3% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 25.5% and operating margin at 34.4%. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : TRIP
The strongest argument for TRIP centers on PEG Ratio, Price/Book. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Bear Case : TRIP
The primary concerns for TRIP are Market Cap, Return on Equity, Profit Margin. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
BKNG profiles as a mature stock while TRIP is a value play — different risk/reward profiles.
BKNG carries more volatility with a beta of 1.07 — expect wider price swings.
BKNG is growing revenue faster at 8.1% — sustainability is the question.
BKNG generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (76/100 vs 48/100), backed by strong 25.5% margins. TRIP offers better value entry with a 77.0% margin of safety. 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 →TripAdvisor Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
TripAdvisor, Inc. is an online travel company. The company is headquartered in Needham, Massachusetts.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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