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 25.6% and GXO reads 1.0%; on return on assets, BKNG reads 25.6% and GXO reads 1.1%. The rest of the comparable metrics sit closer together. On valuation, today's BKNG price has a different growth bar priced in than GXO (+15.5% implied for BKNG vs +11.7% 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 | $192.88 | $50.16 |
| Market cap | $153.1B | $5.8B |
| Sector | Travel Services | Travel Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | +15.5% | +11.7% |
| P/E | 1.2 | — |
| P/B | — | 1.93 |
| P/S | 5.53 | 0.43 |
| EV/EBITDA | 16.1 | 9.5 |
| Revenue growth | +15.2% | +10.5% |
| Operating margin | 23.0% | 1.2% |
| Net margin | 25.6% | 1.0% |
| Return on equity | — | 4.4% |
| Return on assets | 25.6% | 1.1% |
| Return on invested capital | 72.2% | 4.8% |
| FCF yield | 5.9% | 2.1% |
| Dividend yield | 5.0% | — |
| Debt / equity | — | 0.88 |
| Current ratio | 1.06 | 0.85 |
| Altman Z (solvency) | 5.81 | 7.14 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.