Expedia Group Inc. (EXPE)vsMakeMyTrip Limited (MMYT)
EXPE
Expedia Group Inc.
$280.70
-0.11%
CONSUMER CYCLICAL · Cap: $33.53B
MMYT
MakeMyTrip Limited
$48.34
+0.77%
CONSUMER CYCLICAL · Cap: $5.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Expedia Group Inc. generates 1380% more annual revenue ($15.70B vs $1.06B). EXPE leads profitability with a 13.0% profit margin vs 3.2%. EXPE appears more attractively valued with a PEG of 0.73. EXPE earns a higher WallStSmart Score of 72/100 (B).
EXPE
Strong Buy72
out of 100
Grade: B
MMYT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.6%
Fair Value
$215.11
Current Price
$280.70
$65.59 premium
Margin of Safety
+30.7%
Fair Value
$85.71
Current Price
$48.34
$37.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 168 in profit
Earnings expanding 188.7% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Generating 1.3B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Trading at 27.9x book value
Distress zone — elevated risk
Elevated debt levels
3.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 60.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPE
The strongest argument for EXPE centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 14.0% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : MMYT
The strongest argument for MMYT centers on Debt/Equity.
Bear Case : EXPE
The primary concerns for EXPE are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 4.70 is elevated, increasing financial risk.
Bear Case : MMYT
The primary concerns for MMYT are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 234.3x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXPE carries more volatility with a beta of 1.25 — expect wider price swings.
EXPE is growing revenue faster at 14.0% — sustainability is the question.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXPE scores higher overall (72/100 vs 44/100) and 14.0% revenue growth. MMYT offers better value entry with a 30.7% margin of safety. 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.
Expedia Group Inc.
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Expedia Group, Inc. is an American online travel shopping company for consumer and small business travel. Its websites, which are primarily travel fare aggregators and travel metasearch engines, include Expedia.com, Vrbo (previously HomeAway), Hotels.com, Hotwire.com, Orbitz, Travelocity, trivago and CarRentals.com.
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.
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