Expedia Group Inc. (EXPE)vsTrip.com Group Ltd ADR (TCOM)
EXPE
Expedia Group Inc.
$236.26
-0.31%
CONSUMER CYCLICAL · Cap: $29.04B
TCOM
Trip.com Group Ltd ADR
$51.34
+0.31%
CONSUMER CYCLICAL · Cap: $33.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 324% more annual revenue ($62.41B vs $14.73B). TCOM leads profitability with a 53.3% profit margin vs 8.8%. EXPE appears more attractively valued with a PEG of 0.84. TCOM earns a higher WallStSmart Score of 81/100 (A-).
EXPE
Buy63
out of 100
Grade: C+
TCOM
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-250.2%
Fair Value
$66.71
Current Price
$236.26
$169.55 premium
Margin of Safety
+82.1%
Fair Value
$323.86
Current Price
$51.34
$272.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 49 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 53 of every $100 in revenue as profit
Earnings expanding 97.8% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
Trading at 22.5x book value
Earnings declined 27.3%
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPE
The strongest argument for EXPE centers on Return on Equity, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.84 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 53.3% and operating margin at 16.5%. Revenue growth of 20.8% demonstrates continued momentum.
Bear Case : EXPE
The primary concerns for EXPE are Price/Book, EPS Growth, Altman Z-Score.
Bear Case : TCOM
The primary concerns for TCOM are PEG Ratio, Altman Z-Score.
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 1.41 — expect wider price swings.
TCOM is growing revenue faster at 20.8% — sustainability is the question.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TCOM scores higher overall (81/100 vs 63/100), backed by strong 53.3% margins and 20.8% revenue growth. Both earn "Exceptional 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.
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.
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