Booking Holdings Inc (BKNG)vsMakeMyTrip Limited (MMYT)
BKNG
Booking Holdings Inc
$4,237.75
-1.23%
CONSUMER CYCLICAL · Cap: $138.30B
MMYT
MakeMyTrip Limited
$39.11
-2.00%
CONSUMER CYCLICAL · Cap: $3.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 2490% more annual revenue ($26.92B vs $1.04B). BKNG leads profitability with a 20.1% profit margin vs 5.5%. BKNG trades at a lower P/E of 25.9x. BKNG earns a higher WallStSmart Score of 78/100 (B+).
BKNG
Strong Buy78
out of 100
Grade: B+
MMYT
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$7757.57
Current Price
$4237.75
$3519.82 discount
Margin of Safety
-1578.5%
Fair Value
$3.54
Current Price
$39.11
$35.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.5%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
ROE of 2.3% — below average capital efficiency
Distress zone — elevated risk
5.5% margin — thin
Premium valuation, high expectations priced in
Earnings declined 69.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 20.1% and operating margin at 32.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bull Case : MMYT
The strongest argument for MMYT centers on Debt/Equity. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Bear Case : MMYT
The primary concerns for MMYT are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 76.8x leaves little room for execution misses.
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 1.23 — expect wider price swings.
BKNG is growing revenue faster at 16.0% — sustainability is the question.
BKNG generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 40/100), backed by strong 20.1% margins and 16.0% 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 →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
Want to dig deeper into these stocks?