Booking Holdings Inc (BKNG)vsVodafone Group PLC ADR (VOD)
BKNG
Booking Holdings Inc
$4,237.75
-0.57%
CONSUMER CYCLICAL · Cap: $138.30B
VOD
Vodafone Group PLC ADR
$14.72
+0.41%
COMMUNICATION SERVICES · Cap: $33.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Vodafone Group PLC ADR generates 44% more annual revenue ($38.78B vs $26.92B). BKNG leads profitability with a 20.1% profit margin vs -11.4%. VOD appears more attractively valued with a PEG of 0.61. BKNG earns a higher WallStSmart Score of 78/100 (B+).
BKNG
Strong Buy78
out of 100
Grade: B+
VOD
Buy51
out of 100
Grade: C-
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 VOD.
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
Growing faster than its price suggests
Generating 2.0B in free cash flow
Areas to Watch
Moderate valuation
ROE of 2.3% — below average capital efficiency
ROE of -6.6% — below average capital efficiency
Earnings declined 15.4%
Distress zone — elevated risk
Currently unprofitable
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 : VOD
The strongest argument for VOD centers on PEG Ratio, Free Cash Flow. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Bear Case : VOD
The primary concerns for VOD are Return on Equity, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
BKNG profiles as a growth stock while VOD is a turnaround play — different risk/reward profiles.
BKNG carries more volatility with a beta of 1.23 — expect wider price swings.
BKNG is growing revenue faster at 16.0% — sustainability is the question.
VOD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 51/100), backed by strong 20.1% margins and 16.0% revenue growth. Both earn "Strong Buy" and "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 →Vodafone Group PLC ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Vodafone Group Plc is engaged in telecommunications services in Europe and internationally. The company is headquartered in Newbury, the United Kingdom.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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