Professional
Added to YB: 2025-04-04
Pitch date: 2025-02-18
EXPE [neutral]
Expedia Group, Inc.
+35.69%
current return
Author Info
No bio for this author
Company Info
Expedia Group, Inc. operates as an online travel company in the United States and internationally. The company operates through B2C, B2B, and trivago segments.
Market Cap
$23.5B
Pitch Price
$202.08
Price Target
N/A
Dividend
0.86%
EV/EBITDA
12.69
P/E
21.58
EV/Sales
1.77
Sector
Hotels, Restaurants and Leisure
Category
growth
AMG River Road Mid Cap Value Fund Portfolio Holding: Expedia Group, Inc.
EXPE (holding updatE): #2 online travel agency. Strong Q3: revenue +3.8% YoY ex-Trivago, B2B +18.4%. Op income +26% to $762M, net income +61% to $684M. $1.6B buybacks YTD (9% of shares). FCF +2.8% to $2.3B. Insiders own 4%, Barry Diller as Chairman. Dominant market position with BKNG, benefiting from global travel growth.
Read full article (1 min)