Booking Holdings Inc (BKNG)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
BKNG
Booking Holdings Inc
$165.93
-3.12%
CONSUMER CYCLICAL · Cap: $132.72B
TBB
AT&T Inc. 5.35% GLB NTS 66
$21.69
+0.09%
· Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
BKNG leads profitability with a 22.2% profit margin vs 0.0%. TBB trades at a lower P/E of 4.2x. BKNG earns a higher WallStSmart Score of 76/100 (B+).
BKNG
Strong Buy76
out of 100
Grade: B+
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.9%
Fair Value
$188.04
Current Price
$165.93
$22.11 discount
Intrinsic value data unavailable for TBB.
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
Attractively priced relative to earnings
Large-cap with strong market position
Generating 2.7B in free cash flow
Areas to Watch
No major concerns identified
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
BKNG profiles as a growth stock while TBB is a value play — different risk/reward profiles.
BKNG is growing revenue faster at 16.2% — 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 25/100), backed by strong 22.2% margins and 16.2% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →AT&T Inc. 5.35% GLB NTS 66
· · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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