Booking Holdings Inc. vs GATX Corporation, two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BKNG and GATX diverge most: on p/e, BKNG reads 1.2 and GATX reads 17.7; on return on assets, BKNG reads 25.6% and GATX reads 2.1%. The rest of the comparable metrics sit closer together. What BKNG's price implies is a bet that sits within the historical range (whole-company basis). What GATX's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BKNG | GATX |
|---|---|---|
| Price | $192.88 | $178.99 |
| Market cap | $153.1B | $6.4B |
| Sector | Travel Services | Travel Services |
| Stage | Growth | Growth |
| Implied growth (priced in) | +15.5% | — |
| P/E | 1.2 | 17.7 |
| P/B | — | 1.78 |
| P/S | 5.53 | 3.12 |
| EV/EBITDA | 16.1 | 9.8 |
| Revenue growth | +15.2% | +22.5% |
| Operating margin | 23.0% | — |
| Net margin | 25.6% | 17.9% |
| Return on equity | — | 10.3% |
| Return on assets | 25.6% | 2.1% |
| Return on invested capital | 72.2% | — |
| FCF yield | 5.9% | 13.1% |
| Dividend yield | 5.0% | 1.4% |
| Debt / equity | — | 0.00 |
| Current ratio | 1.06 | — |
| Altman Z (solvency) | 5.81 | 0.67 |
| Piotroski F (quality) | 7 / 9 | 9 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.