Added to YB: 2025-04-14
Pitch date: 2025-04-10
BKNG [bullish]
Booking Holdings Inc.
+18.23%
current return
Author Info
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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
$4.5K
Price Target
N/A
Dividend
0.78%
EV/EBITDA
15.89
P/E
32.24
EV/Sales
6.14
Sector
Hotels, Restaurants and Leisure
Category
growth
Quick Pitch: Booking ($BKNG) is a High-Quality Compounder Trading at a Discount
BKNG (quick pitch): OTA leader w/ global reach, diverse offerings & tech innovation. 2024: $23.7B rev, $5.8B net income (25% margin), $7.8B FCF (+12.8% YoY). Trades at 18x 2026E P/E. Risks: macro sensitivity, competition, regulations. Bull case: 10%+ growth, market dominance, expansion opportunities.
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