Booking Holdings Inc. vs RXO, INC., two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BKNG and RXO diverge most: on operating margin, BKNG reads 23.0% and RXO reads -2.0%; on net margin, BKNG reads 25.6% and RXO reads -1.8%. 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 RXO'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 | RXO |
|---|---|---|
| Price | $178.43 | $26.26 |
| Market cap | $141.7B | $4.4B |
| Sector | Travel Services | Travel Services |
| Stage | Growth | Growth |
| Implied growth (priced in) | +12.5% | — |
| P/E | 1.1 | — |
| P/B | — | 2.94 |
| P/S | 5.12 | 0.77 |
| EV/EBITDA | 14.9 | 134.4 |
| Revenue growth | +15.2% | +19.2% |
| Operating margin | 23.0% | -2.0% |
| Net margin | 25.6% | -1.8% |
| Return on equity | — | -7.0% |
| Return on assets | 25.6% | -3.2% |
| Return on invested capital | 72.2% | -4.0% |
| FCF yield | 6.4% | -0.3% |
| Dividend yield | 5.4% | — |
| Debt / equity | — | 0.01 |
| Current ratio | 1.06 | 1.27 |
| Altman Z (solvency) | 5.62 | 7.65 |
| Piotroski F (quality) | 7 / 9 | 3 / 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.