Shares of leading online travel agency companies Airbnb, Booking, and Expedia have declined about 10% during the last few trading sessions on fears that wide-moat Meta's AI agent, Muse, will disintermediate the platforms.
Emerging markets should see strong online travel booking growth over the next 10 years, given middle-income households' increased online usage, and Booking is well positioned.
Google's continued emphasis on placing its paid ads and metasearch platform ahead of free organic search links could place marketing cost pressure on Booking Holdings.
|
Metric
|
BKNG
|
TRIP
|
EXPE
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.67 | 9.31 | 13.77 |
Price/Book Value | — | 1.48 | 26.07 |
Price/Sales | 4.52 | 0.58 | 2.12 |
Price/Cash Flow | 14.15 | 5.41 | 9.06 |
|
Metric
|
BKNG
|
TRIP
|
EXPE
|
|---|---|---|---|
Quick Ratio | 1.02 | 1.20 | 0.64 |
Current Ratio | 1.09 | 1.56 | 0.80 |
Interest Coverage | 8.67 | 0.76 | 7.13 |
|
Metric
|
BKNG
|
TRIP
|
EXPE
|
|---|---|---|---|
Return on Assets (Normalized) | 25.75% | 4.09% | 9.05% |
Return on Equity (Normalized) | — | 17.03% | 228.06% |
Return on Invested Capital (Normalized) | 65.56% | 7.43% | 29.91% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Airbnb Inc Ordinary Shares - Class A
ABNB
| LOCK|%@nbYL< | LOCK|!@R | $95B | |||
| Royal Caribbean Group
RCL
| LOCK|%W?m^?g | LOCK|!DL& | $72B | |||
| Carnival Corporation Ltd
CCL
| LOCK|?!Pd&zx | LOCK|?$Fm | $37B | |||
| Viking Holdings Ltd
VIK
| — | LOCK|?^L | $35B | |||
| Expedia Group Inc
EXPE
| LOCK|%N!^X^@ | LOCK|n?!K | $32B | |||
| Trip.com Group Ltd
TRPCF
| — | LOCK|c>>N< | $25B | |||
| Trip.com Group Ltd ADR
TCOM
| LOCK|j@B$%$ | LOCK|>@>s^ | $25B | |||
| Norwegian Cruise Line Holdings Ltd
NCLH
| LOCK|$H&>JQB | LOCK|GkrF | $7B | |||
| Tripadvisor Inc
TRIP
| LOCK|@R@v%D | LOCK|&# | $982M |
United States