Booking Holdings Inc (BKNG)vsMakeMyTrip Limited (MMYT)
BKNG
Booking Holdings Inc
$168.52
-2.55%
CONSUMER CYCLICAL · Cap: $130.68B
MMYT
MakeMyTrip Limited
$48.34
+0.77%
CONSUMER CYCLICAL · Cap: $5.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 2562% more annual revenue ($28.24B vs $1.06B). BKNG leads profitability with a 25.5% profit margin vs 3.2%. BKNG appears more attractively valued with a PEG of 0.64. BKNG earns a higher WallStSmart Score of 76/100 (B+).
BKNG
Strong Buy76
out of 100
Grade: B+
MMYT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.9%
Fair Value
$188.41
Current Price
$168.52
$19.89 discount
Margin of Safety
+30.7%
Fair Value
$85.71
Current Price
$48.34
$37.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 226 in profit
Strong operational efficiency at 34.4%
Earnings expanding 130.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
3.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 60.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 25.5% and operating margin at 34.4%. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : MMYT
The strongest argument for MMYT centers on Debt/Equity.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Bear Case : MMYT
The primary concerns for MMYT are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 234.3x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
BKNG profiles as a mature stock while MMYT is a value play — different risk/reward profiles.
BKNG carries more volatility with a beta of 1.07 — expect wider price swings.
BKNG is growing revenue faster at 8.1% — sustainability is the question.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BKNG scores higher overall (76/100 vs 44/100), backed by strong 25.5% margins. MMYT offers better value entry with a 30.7% margin of safety. 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 →MakeMyTrip Limited
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
MakeMyTrip Limited, an online travel company, sells travel products and solutions in India, the United States, Singapore, Malaysia, Thailand, the United Arab Emirates, Peru, Colombia, and Indonesia. The company is headquartered in Gurugram, India.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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