Expedia Group Inc. (EXPE)vsPDD Holdings Inc. (PDD)
EXPE
Expedia Group Inc.
$280.83
+1.43%
CONSUMER CYCLICAL · Cap: $32.95B
PDD
PDD Holdings Inc.
$77.81
-0.04%
CONSUMER CYCLICAL · Cap: $117.02B
Smart Verdict
WallStSmart Research — data-driven comparison
PDD Holdings Inc. generates 2771% more annual revenue ($450.78B vs $15.70B). PDD leads profitability with a 20.4% profit margin vs 13.0%. PDD appears more attractively valued with a PEG of 0.72. PDD earns a higher WallStSmart Score of 75/100 (B).
EXPE
Strong Buy72
out of 100
Grade: B
PDD
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.7%
Fair Value
$215.00
Current Price
$280.83
$65.83 premium
Margin of Safety
+69.8%
Fair Value
$353.87
Current Price
$77.81
$276.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 168 in profit
Earnings expanding 188.7% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Generating 1.3B in free cash flow
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Generating 25.7B in free cash flow
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Areas to Watch
Trading at 27.9x book value
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
Earnings declined 11.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPE
The strongest argument for EXPE centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 14.0% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bull Case : PDD
The strongest argument for PDD centers on P/E Ratio, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 20.4% and operating margin at 24.7%. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : EXPE
The primary concerns for EXPE are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 4.70 is elevated, increasing financial risk.
Bear Case : PDD
The primary concerns for PDD are Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
EXPE profiles as a value stock while PDD is a mature play — different risk/reward profiles.
EXPE carries more volatility with a beta of 1.25 — expect wider price swings.
EXPE is growing revenue faster at 14.0% — sustainability is the question.
PDD generates stronger free cash flow (25.7B), providing more financial flexibility.
Bottom Line
PDD scores higher overall (75/100 vs 72/100), backed by strong 20.4% margins. Both earn "Strong 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.
Expedia Group Inc.
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Expedia Group, Inc. is an American online travel shopping company for consumer and small business travel. Its websites, which are primarily travel fare aggregators and travel metasearch engines, include Expedia.com, Vrbo (previously HomeAway), Hotels.com, Hotwire.com, Orbitz, Travelocity, trivago and CarRentals.com.
PDD Holdings Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · China
Pinduoduo Inc., operates an electronic commerce platform in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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