Booking Holdings Inc. vs GXO Logistics, Inc., two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BKNG and GXO diverge most: on net margin, BKNG reads 25.5% and GXO reads 1.0%; on return on invested capital, BKNG reads 75.3% and GXO reads 3.0%. The rest of the comparable metrics sit closer together. On valuation, today's BKNG price has a different growth bar priced in than GXO (+3.8% implied for BKNG vs +12.6% for GXO); the higher figure is the steeper assumption to clear, not a better or worse stock. What BKNG's price implies is a bet that sits within the historical range (whole-company basis). What GXO's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BKNG | GXO |
|---|---|---|
| Price | $160.32 | $46.56 |
| Market cap | $123.4B | $5.4B |
| Sector | Travel Services | Travel Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | +3.8% | +12.6% |
| P/E | 1.2 | — |
| P/B | — | 1.78 |
| P/S | 4.37 | 0.39 |
| EV/EBITDA | 12.8 | 9.8 |
| Revenue growth | +13.3% | +7.6% |
| Operating margin | 34.0% | 2.2% |
| Net margin | 25.5% | 1.0% |
| Return on equity | — | 4.3% |
| Return on assets | 24.3% | 1.1% |
| Return on invested capital | 75.3% | 3.0% |
| FCF yield | 7.7% | 3.3% |
| Dividend yield | 6.0% | — |
| Debt / equity | — | 1.06 |
| Current ratio | 1.09 | 0.79 |
| Altman Z (solvency) | 5.17 | 7.12 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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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.