Data last refreshed 38 days ago — analysis may not reflect the latest market data

BKNGBKNG

US

NEUTRAL

$177.46

P/E

23.33

PEG

1.27

FCF Yield

6.6%

Rev Growth YoY

+14.9% YoY

Gross Margin

98.1%

Health Score

7/10

D/E Ratio

4.51

Confidence

MEDIUM


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Business Snapshot

Booking Holdings operates a global online travel agency platform, generating revenue primarily through commissions on hotel, flight, rental car, and vacation rental bookings via brands like Booking.com, Priceline, Kayak, and OpenTable. The company competes in the highly competitive online travel market alongside Expedia, Airbnb, and direct hotel booking channels, maintaining a dominant position in European accommodations. With a market capitalisation of $137.60B, Booking Holdings is a large-cap company known for its asset-light, high-margin business model. A defining characteristic is its exceptionally high gross margin of 98.1%, reflecting the low direct cost of its digital marketplace.

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Financial Health

Gross margin stands at an industry-leading 98.1%, though a prior-year comparison is unavailable to assess direction. Net margin (TTM) is a healthy 22.2%, indicating strong operating leverage...

Risk Assessment

  • DEBT — Debt/equity of 4.51x is highly leveraged, significantly limiting financial flexibility compared to a less leveraged peer.
  • VALUATION — Price/Book ratio of 28.1x is extremely elevated, indicating the market assigns a premium to a relatively small net asset base.
  • TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed.
  • FCF / CASH BURN — While FCF is positive and strong at $9.03B, the stock's valuation is already pricing in this strong cash generation, offering limited margin of safety if growth decelerates....

Gross margin stands at an industry-leading 98.1%, though a prior-year comparison is unavailable to assess direction. Net margin (TTM) is a healthy 22.2%, indicating strong operating leverage. The balance sheet is stretched, however, with a Debt/Equity ratio of 4.51x — a high level of leverage — offset somewhat by a Current Ratio of 1.33x, indicating adequate short-term liquidity. Free cash flow is a robust $9.03B, translating to an attractive FCF yield of 6.6%, which demonstrates the company’s strong ability to generate cash above its capital requirements. Overall, this is a highly profitable and cash-rich business, though its elevated debt load warrants investor attention regarding long-term financial flexibility.

- DEBT — Debt/equity of 4.51x is highly leveraged, significantly limiting financial flexibility compared to a less leveraged peer. - VALUATION — Price/Book ratio of 28.1x is extremely elevated, indicating the market assigns a premium to a relatively small net asset base. - TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed. - FCF / CASH BURN — While FCF is positive and strong at $9.03B, the stock's valuation is already pricing in this strong cash generation, offering limited margin of safety if growth decelerates.

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Full 8-section analysis includes:

Financial Health
Growth Momentum
Valuation Snapshot
Risk Flags
Sentiment & News
Technical Snapshot
Full Verdict with Confidence Rating
Last updated 934 hours ago · Data sourced from FMP & Finnhub · Not financial advice