Booking Holdings Inc (BKNG)vsStryker Corporation (SYK)
BKNG
Booking Holdings Inc
$4,237.75
-1.23%
CONSUMER CYCLICAL · Cap: $138.30B
SYK
Stryker Corporation
$327.65
-0.26%
HEALTHCARE · Cap: $125.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 7% more annual revenue ($26.92B vs $25.12B). BKNG leads profitability with a 20.1% profit margin vs 12.9%. BKNG appears more attractively valued with a PEG of 0.73. BKNG earns a higher WallStSmart Score of 78/100 (B+).
BKNG
Strong Buy78
out of 100
Grade: B+
SYK
Buy65
out of 100
Grade: C+
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
+16.8%
Fair Value
$393.59
Current Price
$327.65
$65.94 discount
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
Earnings expanding 55.9% YoY
Large-cap with strong market position
Strong operational efficiency at 27.2%
Generating 1.9B in free cash flow
Areas to Watch
Moderate valuation
ROE of 2.3% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 : SYK
The strongest argument for SYK centers on EPS Growth, Market Cap, Operating Margin. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Bear Case : SYK
The primary concerns for SYK are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BKNG profiles as a growth stock while SYK 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.
SYK generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 65/100), backed by strong 20.1% margins and 16.0% revenue growth. SYK offers better value entry with a 16.8% margin of safety. Both earn "Strong Buy" and "Buy" 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 →Stryker Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Stryker Corporation is an American multinational medical technologies corporation based in Kalamazoo, Michigan. Stryker's products include implants used in joint replacement and trauma surgeries; surgical equipment and surgical navigation systems; endoscopic and communications systems; patient handling and emergency medical equipment; neurosurgical, neurovascular and spinal devices; as well as other medical device products used in a variety of medical specialties.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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