Added to YB: 2025-11-12
Pitch date: 2025-11-06
BKNG [bullish]
Booking Holdings Inc.
+8.02%
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
$4.9K
Price Target
6.5K (+23%)
Dividend
0.78%
EV/EBITDA
15.89
P/E
32.24
EV/Sales
6.14
Sector
Hotels, Restaurants and Leisure
Category
growth
Booking Holdings - A World-Class Compounder Trading at a Value Price
BKNG (earnings): Q3 room nights +8% YoY (323M), revenue +13% to $9B beating guidance by 400bps. EBITDA margin expanding to 36.8%, EPS +19% to $99.50. Connected Trip transactions +20%+, direct traffic mid-60s%. 2025 guide: 12% revenue growth, 17-18% EBITDA growth, 20%+ EPS growth. Trading 21.5x PE vs peers at 28x. Target $6,528 (14% CAGR).
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