1.11%
-4.34%
6.95%
28.31%
34.29%
94.38%
155.03%
AI Spotlight on BKNG
Company Description
Booking Holdings Inc.provides travel and restaurant online reservation and related services worldwide.The company operates Booking.com, which offers online accommodation reservations; Rentalcars.com that provides online rental car reservation services; Priceline, which offer online travel reservation services, and consumers hotel, flight, and rental car reservation services, as well as vacation packages, cruises, and hotel distribution services.
It also operates Agoda that provides online accommodation reservation services, as well as flight, ground transportation and activities reservation services.In addition, the company operates KAYAK, an online price comparison service that allows consumers to search and compare travel itineraries and prices, comprising airline ticket, accommodation reservation, and rental car reservation information; and OpenTable for booking online restaurant reservations.Further, it offers travel-related insurance products, and restaurant management services to consumers, travel service providers, and restaurants.
The company was formerly known as The Priceline Group Inc.and changed its name to Booking Holdings Inc.in February 2018.
The company was founded in 1997 and is headquartered in Norwalk, Connecticut.
Market Data
| Last Price | 4774.33 |
| Change Percentage | 1.11% |
| Open | 4789.34 |
| Previous Close | 4721.86 |
| Market Cap ( Millions) | 158015 |
| Volume | 236731 |
| Year High | 5337.24 |
| Year Low | 3180 |
| M A 50 | 5006.57 |
| M A 200 | 4201.23 |
Financial Ratios
| FCF Yield | 5.38% |
| Dividend Yield | 0.73% |
| ROE | -136.80% |
| Debt / Equity | -457.71% |
| Net Debt / EBIDTA | 12.59% |
| Price To Book | -43.65 |
| Price Earnings Ratio | 31.67 |
| Price To FCF | 18.59 |
| Price To sales | 6.85 |
| EV / EBITDA | 21.17 |
News
- Jan -29 - Former Booking.com Executive Matthew Gerrie Joins Serko as Chief Operating Officer
- Jan -29 - Norwegian Cargo Selects WebCargo by Freightos for First Foray into Digital Air Cargo Booking Integration
- Jan -28 - From First Dates to Double Dates: OpenTable Declares That Valentine's Day 2025 Will Break All The Rules
- Jan -25 - Why Booking Holdings (BKNG) Dipped More Than Broader Market Today
- Jan -23 - Booking Holdings (BKNG) Stock Sinks As Market Gains: Here's Why
- Jan -22 - Booking Holdings to Webcast Fourth Quarter and Full Year 2024 Financial Results on February 20
- Jan -16 - Wedgewood Partners: Q4 And 2024 Top Performers And Detractors
- Jan -15 - Booking Holdings (BKNG) Ascends But Remains Behind Market: Some Facts to Note
- Jan -15 - Booking.com and Antom Partner to Expand Local Payment Options Across Asia
- Jan -10 - Booking Holdings (BKNG) Outperforms Broader Market: What You Need to Know
- Jan -09 - Booking Holdings: Further Valuation Upside From Cost-Cutting And Strategic Expansion Initiatives
- Jan -04 - Booking Holdings (BKNG) Stock Sinks As Market Gains: Here's Why
- Dec -29 - Top Wall Street analysts suggest these stocks with attractive upside potential
- Dec -24 - Jet.AI Launches "Ava" Agentic AI Model for Private Jet Booking
- Dec -23 - Is Booking Holdings (BKNG) Stock Outpacing Its Retail-Wholesale Peers This Year?
- Dec -21 - If I Had To Invest $100,000 In A Dividend Growth Portfolio Right Now, Here's What I Would Buy
- Dec -20 - Carnival Tops Earnings Estimates, Gives Positive Booking Outlook
- Dec -19 - Italy regulator ends Booking.com probe as commitments ease competition concerns
- Dec -17 - Booking CFO: Inflation Continues to Scare US Travelers
- Dec -16 - KAYAK is calling it: 2025 will be the Year of Long-Haul, Bucket List Trips
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Merchant
Expected Growth : 9 %
What the company do ?
Merchant refers to a travel supplier, such as a hotel, airline, or car rental company, that partners with Booking Holdings Inc. to offer travel services to customers.
Why we expect these perspectives ?
Booking Holdings' merchant segment growth is driven by increasing online travel bookings, expansion into new markets, and strategic partnerships. The company's strong brand portfolio, including Booking.com, Priceline, and Agoda, contributes to its market leadership. Additionally, investments in digital marketing, mobile optimization, and user experience enhancements fuel growth. The 9% growth rate is also attributed to the company's ability to adapt to changing consumer behaviors and preferences.
Segment n°2 -> Agency
Expected Growth : 7 %
What the company do ?
Agency is a business model of Booking Holdings Inc. that connects travelers with travel service providers, earning a commission for each booking made through their platforms.
Why we expect these perspectives ?
Booking Holdings' Agency business growth is driven by increasing online travel adoption, rising demand for travel services, and strategic partnerships. The company's strong brand portfolio, including Booking.com, Priceline, and Agoda, enables it to capitalize on the growing online travel market. Additionally, investments in mobile technology and user experience enhancements contribute to the segment's 7% growth.
Segment n°3 -> Advertising and Other
Expected Growth : 8 %
What the company do ?
Advertising and Other from Booking Holdings Inc. refers to revenue generated from advertising and other miscellaneous sources, excluding its core travel booking business.
Why we expect these perspectives ?
Booking Holdings Inc.'s 8% growth in Advertising and Other is driven by increasing online travel bookings, expansion into new markets, and strategic partnerships. Additionally, the company's investments in digital marketing and brand awareness campaigns have contributed to the growth. Furthermore, the rise of mobile bookings and the company's efforts to improve user experience have also played a significant role.
Booking Holdings Inc. Products
| Product Range | What is it ? |
|---|---|
| Booking.com | Online travel agency that specializes in booking hotels, resorts, and apartments |
| Priceline | Online travel agency that offers discounted rates on hotels, flights, and car rentals |
| Agoda | Online travel agency that specializes in booking hotels, resorts, and apartments in Asia |
| Rentalcars.com | Online car rental booking platform that offers discounted rates on car rentals |
| Kayak | Travel search engine that compares prices on flights, hotels, and car rentals |
| OpenTable | Online restaurant reservation platform that allows users to book tables at restaurants |
Booking Holdings Inc.'s Porter Forces
Threat Of Substitutes
Booking Holdings Inc. faces moderate threat from substitutes, as customers have limited alternatives for booking travel arrangements online. However, the rise of meta-search engines and travel apps may pose a threat to the company's market share.
Bargaining Power Of Customers
Booking Holdings Inc. has a large customer base, which reduces the bargaining power of individual customers. Additionally, the company's strong brand recognition and loyalty programs further reduce the bargaining power of customers.
Bargaining Power Of Suppliers
Booking Holdings Inc. has a large network of suppliers, including hotels, airlines, and other travel providers. While the company has some bargaining power due to its large scale, suppliers may still have some negotiating power, particularly in popular tourist destinations.
Threat Of New Entrants
The online travel agency market has high barriers to entry, including significant investments in technology and marketing. Additionally, Booking Holdings Inc.'s strong brand recognition and established relationships with suppliers make it difficult for new entrants to gain traction.
Intensity Of Rivalry
The online travel agency market is highly competitive, with several major players competing for market share. Booking Holdings Inc. faces intense rivalry from competitors such as Expedia Group and Airbnb, which may lead to pricing pressure and increased marketing expenses.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 123.60% |
| Debt Cost | 7.64% |
| Equity Weight | -23.60% |
| Equity Cost | 10.95% |
| WACC | 6.86% |
| Leverage | -523.69% |
Booking Holdings Inc. : Quality Control
Booking Holdings Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| LEN | Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, … |
| TNL | Travel + Leisure Co., together with its subsidiaries, provides hospitality services and products in the United States and internationally. The company operates in two segments, Vacation Ownership; and Travel and … |
| RCL | Royal Caribbean Cruises Ltd. operates as a cruise company worldwide. The company operates cruises under the Royal Caribbean International, Celebrity Cruises, Azamara, and Silversea Cruises brands, which comprise a range … |
| PHM | PulteGroup, Inc., through its subsidiaries, primarily engages in the homebuilding business in the United States. It acquires and develops land primarily for residential purposes; and constructs housing on such land. … |
| ABNB | Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company's marketplace model connects hosts and guests online or … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Lennar
A-Score
1-Year Total Return ->
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Travel + Leisure
A-Score
1-Year Total Return ->
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PulteGroup
A-Score
1-Year Total Return ->
4
Booking
A-Score
1-Year Total Return ->
5
Airbnb
A-Score
1-Year Total Return ->
6
