Booking Holdings Inc (BKNG)vsCrowdstrike Holdings Inc (CRWD)
BKNG
Booking Holdings Inc
$165.93
-3.12%
CONSUMER CYCLICAL · Cap: $132.72B
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 475% more annual revenue ($27.69B vs $4.81B). BKNG leads profitability with a 22.2% profit margin vs -3.4%. BKNG appears more attractively valued with a PEG of 0.73. BKNG earns a higher WallStSmart Score of 76/100 (B+).
BKNG
Strong Buy76
out of 100
Grade: B+
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.9%
Fair Value
$188.04
Current Price
$165.93
$22.11 discount
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 226 in profit
Earnings expanding 240.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Areas to Watch
No major concerns identified
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 22.2% and operating margin at 25.0%. Revenue growth of 16.2% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BKNG carries more volatility with a beta of 1.10 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
BKNG generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BKNG scores higher overall (76/100 vs 40/100), backed by strong 22.2% margins and 16.2% revenue growth. Both earn "Strong 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.
Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
Visit Website →Crowdstrike Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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