Booking Holdings Inc (BKNG)vsMakeMyTrip Limited (MMYT)
BKNG
Booking Holdings Inc
$167.77
+7.29%
CONSUMER CYCLICAL · Cap: $135.32B
MMYT
MakeMyTrip Limited
$44.09
-2.39%
CONSUMER CYCLICAL · Cap: $4.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 2552% more annual revenue ($27.69B vs $1.04B). BKNG leads profitability with a 22.2% profit margin vs 5.0%. BKNG appears more attractively valued with a PEG of 0.71. BKNG earns a higher WallStSmart Score of 76/100 (B+).
BKNG
Strong Buy76
out of 100
Grade: B+
MMYT
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.7%
Fair Value
$179.84
Current Price
$167.77
$12.07 discount
Margin of Safety
+29.8%
Fair Value
$84.65
Current Price
$44.09
$40.56 discount
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
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
1.9% revenue growth
5.0% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : 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 Revenue Growth, Profit Margin, PEG Ratio. A P/E of 119.9x leaves little room for execution misses. Thin 5.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
BKNG profiles as a growth stock while MMYT is a value play — different risk/reward profiles.
BKNG carries more volatility with a beta of 1.09 — expect wider price swings.
BKNG is growing revenue faster at 16.2% — sustainability is the question.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BKNG scores higher overall (76/100 vs 38/100), backed by strong 22.2% margins and 16.2% revenue growth. MMYT offers better value entry with a 29.8% 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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