Booking Holdings Inc (BKNG)vsTrip.com Group Ltd ADR (TCOM)
BKNG
Booking Holdings Inc
$147.94
+1.68%
CONSUMER CYCLICAL · Cap: $122.17B
TCOM
Trip.com Group Ltd ADR
$38.57
-0.03%
CONSUMER CYCLICAL · Cap: $25.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 132% more annual revenue ($65.61B vs $28.24B). TCOM leads profitability with a 36.9% profit margin vs 25.5%. BKNG appears more attractively valued with a PEG of 0.61. BKNG earns a higher WallStSmart Score of 76/100 (B+).
BKNG
Strong Buy76
out of 100
Grade: B+
TCOM
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.0%
Fair Value
$187.62
Current Price
$147.94
$39.68 discount
Margin of Safety
+89.1%
Fair Value
$365.47
Current Price
$38.57
$326.90 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Earnings declined 39.7%
Operating margin of -9.3%
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 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 36.9% and operating margin at -9.3%.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Bear Case : TCOM
The primary concerns for TCOM are PEG Ratio, EPS Growth, Operating Margin.
Key Dynamics to Monitor
BKNG carries more volatility with a beta of 1.13 — 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 57/100), backed by strong 25.5% margins. TCOM offers better value entry with a 89.1% 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 →Trip.com Group Ltd ADR
CONSUMER CYCLICAL · TRAVEL SERVICES · China
Trip.com Group Limited is a travel service provider for accommodation booking, transportation ticketing, destination and package tours, corporate travel management and other travel-related services in China and internationally. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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