Expedia Group Inc. (EXPE)vsTrip.com Group Ltd ADR (TCOM)
EXPE
Expedia Group Inc.
$280.83
+1.43%
CONSUMER CYCLICAL · Cap: $32.95B
TCOM
Trip.com Group Ltd ADR
$39.08
+0.15%
CONSUMER CYCLICAL · Cap: $24.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 313% more annual revenue ($64.79B vs $15.70B). TCOM leads profitability with a 48.6% profit margin vs 13.0%. EXPE appears more attractively valued with a PEG of 0.78. EXPE earns a higher WallStSmart Score of 72/100 (B).
EXPE
Strong Buy72
out of 100
Grade: B
TCOM
Strong Buy69
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
+89.3%
Fair Value
$366.27
Current Price
$39.08
$327.19 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
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Generating 13.6B in free cash flow
Conservative balance sheet, low leverage
Strong operational efficiency at 24.3%
Areas to Watch
Trading at 27.9x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Earnings declined 39.7%
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 : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.6% and operating margin at 24.3%. Revenue growth of 17.2% demonstrates continued momentum.
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 : TCOM
The primary concerns for TCOM are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
EXPE profiles as a value stock while TCOM is a growth play — different risk/reward profiles.
EXPE carries more volatility with a beta of 1.25 — expect wider price swings.
TCOM is growing revenue faster at 17.2% — sustainability is the question.
TCOM generates stronger free cash flow (13.6B), providing more financial flexibility.
Bottom Line
EXPE scores higher overall (72/100 vs 69/100) and 14.0% revenue growth. TCOM offers better value entry with a 89.3% margin of safety. 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.
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
Want to dig deeper into these stocks?