MakeMyTrip Limited (MMYT)vsTrip.com Group Ltd ADR (TCOM)
MMYT
MakeMyTrip Limited
$39.11
-2.00%
CONSUMER CYCLICAL · Cap: $3.80B
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 5905% more annual revenue ($62.41B vs $1.04B). TCOM leads profitability with a 53.3% profit margin vs 5.5%. TCOM trades at a lower P/E of 7.4x. TCOM earns a higher WallStSmart Score of 81/100 (A-).
MMYT
Hold40
out of 100
Grade: F
TCOM
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1578.5%
Fair Value
$3.54
Current Price
$39.11
$35.57 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
Conservative balance sheet, low leverage
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
Distress zone — elevated risk
5.5% margin — thin
Premium valuation, high expectations priced in
Earnings declined 69.6%
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MMYT
The strongest argument for MMYT centers on Debt/Equity. Revenue growth of 10.6% demonstrates continued momentum.
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 : MMYT
The primary concerns for MMYT are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 76.8x leaves little room for execution misses.
Bear Case : TCOM
The primary concerns for TCOM are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
MMYT profiles as a value stock while TCOM is a growth play — different risk/reward profiles.
MMYT carries more volatility with a beta of 0.67 — 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 40/100), backed by strong 53.3% margins and 20.8% revenue growth. Both earn "Exceptional 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.
MakeMyTrip Limited
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
MakeMyTrip Limited, an online travel company, sells travel products and solutions in India, the United States, Singapore, Malaysia, Thailand, the United Arab Emirates, Peru, Colombia, and Indonesia. The company is headquartered in Gurugram, India.
Visit Website →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
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