Added to YB: 2026-01-30
Pitch date: 2026-01-22
BKNG [bullish]
Booking Holdings Inc.
-8.51%
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, the United Kingdom, and internationally.
Market Cap
$133.1B
Pitch Price
$201.72
Price Target
N/A
Dividend
0.98%
EV/EBITDA
12.79
P/E
22.55
EV/Sales
4.91
Sector
Hotels, Restaurants and Leisure
Category
value
The Curious Investor | An update & 8 new positions added in 2025 - New Position: Booking Holdings Inc.
BKNG: Leading online travel agent at 5.5% FCF yield, ~10% annual FCF growth expected. Strong moat via trust, 50%+ loyalty bookings, superior data for potential AI agent development. Shares down 34% since 2016 via buybacks. Risk: AI agent narrative pressure on travel stocks despite strong fundamentals.
Read full article (2 min)