Added to YB: 2026-08-17
Pitch date: 2026-06-30
BKNG [bullish]
Booking Holdings Inc.
+17.89%
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
$159.3B
Pitch Price
$179.88
Price Target
N/A
Dividend
0.79%
EV/EBITDA
15.27
P/E
23.44
EV/Sales
5.76
Sector
Hotels, Restaurants and Leisure
Category
value
Harris Associates U.S. Large Value Strategy New Position: Booking Holdings Inc.
BKNG (new position): World's leading online travel marketplace, 220+ countries. Moat: high direct traffic, loyalty program (>half of room nights), decades of integrations, default EU brand. Sentiment weak on LLM disruption fears, but LLM traffic negligible. Initiated near 10yr trough valuation, discount to intrinsic value.
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