Trip.com Group Ltd ADR (TCOM)vsTravel + Leisure Co (TNL)
TCOM
Trip.com Group Ltd ADR
$51.34
+0.31%
CONSUMER CYCLICAL · Cap: $33.45B
TNL
Travel + Leisure Co
$71.88
+1.65%
CONSUMER CYCLICAL · Cap: $4.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 1452% more annual revenue ($62.41B vs $4.02B). TCOM leads profitability with a 53.3% profit margin vs 5.7%. TNL appears more attractively valued with a PEG of 0.54. TCOM earns a higher WallStSmart Score of 81/100 (A-).
TCOM
Exceptional Buy81
out of 100
Grade: A-
TNL
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.1%
Fair Value
$323.86
Current Price
$51.34
$272.52 discount
Margin of Safety
+46.1%
Fair Value
$134.18
Current Price
$71.88
$62.30 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Strong operational efficiency at 21.4%
Earnings expanding 20.2% YoY
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
5.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TNL
The strongest argument for TNL centers on PEG Ratio, Operating Margin, EPS Growth. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : TCOM
The primary concerns for TCOM are PEG Ratio, Altman Z-Score.
Bear Case : TNL
The primary concerns for TNL are Return on Equity, Profit Margin.
Key Dynamics to Monitor
TCOM profiles as a growth stock while TNL is a value play — different risk/reward profiles.
TNL carries more volatility with a beta of 1.35 — 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 60/100), backed by strong 53.3% margins and 20.8% revenue growth. TNL offers better value entry with a 46.1% margin of safety. 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.
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 →Travel + Leisure Co
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Travel Leisure Co. offers hospitality products and services in the United States and internationally. The company is headquartered in Orlando, Florida.
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