Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BKNG.MX
BUYBooking Holdings Inc. · Consumer Cyclical · United States · $141.3B · Avg Vol: $121K/d
COMPANY DESCRIPTION
Booking Holdings Inc. is the world's leading provider of online travel and related services, operating brands such as Booking.com, Priceline, and Agoda. The company's competitive moat is driven by powerful two-sided network effects, connecting millions of accommodation partners with global travelers. Its highly scalable, agency-based business model generates exceptional operating margins and free cash flow.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 17.1B | 21.4B | 23.7B | 26.9B | 16.3% | 27.7B | 29.4B | 32.1B | 9.2% |
| EPS | 3.07 | 4.75 | 7.00 | 6.66 | 29.5% | 7.59 | — | — | — |
| Shares | 946.6M | 859.9M | 823.7M | 797.4M | -15.8% | 774.9M | — | — | — |
| Debt | 13.0B | 14.8B | 17.1B | 19.3B | 14.0% | 19.2B | — | — | — |
| Equity | 2.8B | -2.7B | -4.0B | -5.6B | — | — | — | — | — |
| Op CF | 6.6B | 7.3B | 8.3B | 9.4B | 12.8% | 9.3B | — | — | — |
| Inv CF | -518.0M | 1.5B | 129.0M | -313.0M | — | — | — | — | — |
| Fin CF | -4.9B | -8.9B | -4.2B | -8.9B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of BKNG.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BKNG.MX | Booking Holdings Inc.(you) | $141.3B | 71 | BUY |
| ABNB | Airbnb, Inc. | $83.7B | 70 | BUY |
| RCL.MX | Royal Caribbean Cruises Ltd. | $85.5B | 57 | HOLD |
| CCL1N.MX | Carnival Corporation Ltd. | $42.5B | 75 | BUY |
| EXPE | Expedia Group, Inc. | $31.2B | 73 | BUY |
| VIK | Viking Holdings Ltd | $44.9B | 56 | HOLD |
| 9961.HK | Trip.com Group Limited | $24.5B | 54 | HOLD |
| TUI1.DE | TUI AG | $4.3B | 65 | HOLD |
| 0780.HK | Tongcheng Travel Holdings Limited | $3.7B | 81 | STRONG BUY |
| GBTG | Global Business Travel Group, Inc. | $4.9B | 53 | HOLD |
Peer medians: ROE 7.8% · P/E 17.1x · Gross margin 30.2%