Booking Holdings Inc (BKNG)vsToronto Dominion Bank (TD)
BKNG
Booking Holdings Inc
$4,237.75
-1.23%
CONSUMER CYCLICAL · Cap: $138.30B
TD
Toronto Dominion Bank
$94.30
+0.82%
FINANCIAL SERVICES · Cap: $156.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Toronto Dominion Bank generates 145% more annual revenue ($65.98B vs $26.92B). TD leads profitability with a 33.0% profit margin vs 20.1%. BKNG appears more attractively valued with a PEG of 0.73. TD earns a higher WallStSmart Score of 83/100 (A-).
BKNG
Strong Buy78
out of 100
Grade: B+
TD
Exceptional Buy83
out of 100
Grade: A-
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
+77.4%
Fair Value
$420.26
Current Price
$94.30
$325.96 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
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 35.9%
Earnings expanding 51.3% YoY
Generating 35.1B in free cash flow
Large-cap with strong market position
Areas to Watch
Moderate valuation
ROE of 2.3% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
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 : TD
The strongest argument for TD centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.0% and operating margin at 35.9%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Bear Case : TD
The primary concerns for TD are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
BKNG carries more volatility with a beta of 1.23 — expect wider price swings.
TD is growing revenue faster at 21.1% — sustainability is the question.
TD generates stronger free cash flow (35.1B), providing more financial flexibility.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TD scores higher overall (83/100 vs 78/100), backed by strong 33.0% margins and 21.1% revenue growth. BKNG offers better value entry with a 45.4% margin of safety. Both earn "Exceptional Buy" and "Strong 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 →Toronto Dominion Bank
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Toronto-Dominion Bank offers a variety of personal and commercial banking products and services in Canada and the United States. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
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