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Added to YB: 2024-08-16

Pitch date: 2024-08-14

BKNG [bullish]

Booking Holdings Inc.

+51.91%

current return

Author Info

No bio for this author

Company Info

Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, and internationally.

Market Cap

$159.2B

Pitch Price

$3.6K

Price Target

4.7K (-13%)

Dividend

0.78%

EV/EBITDA

15.89

P/E

32.24

EV/Sales

6.14

Sector

Hotels, Restaurants and Leisure

Category

value

Show full summary:
Booking Holdings – Shares are on sale once again!

BKNG: OTA leader, 40%+ global market share. 12% rev CAGR, 15% EPS CAGR last decade. 33% FCF margin, 35% ROIC. Expanding to one-stop travel shop. Initiating dividend, 1% yield, 10% payout. $4711 PT for 2026 (13% annual return). Trades at 20x FY24 EPS, 30% discount to Airbnb. Buy below $3700.

Read full article (13 min)