Booking Holdings Inc. vs XPO, Inc., two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BKNG and XPO diverge most: on p/e, BKNG reads 1.2 and XPO reads 54.2; on return on invested capital, BKNG reads 75.3% and XPO reads 11.2%. 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 XPO'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 | XPO |
|---|---|---|
| Price | $160.32 | $183.27 |
| Market cap | $123.4B | $21.6B |
| Sector | Travel Services | Travel Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | +3.8% | — |
| P/E | 1.2 | 54.2 |
| P/B | — | 11.02 |
| P/S | 4.37 | 2.52 |
| EV/EBITDA | 12.8 | 19.0 |
| Revenue growth | +13.3% | +7.0% |
| Operating margin | 34.0% | 11.5% |
| Net margin | 25.5% | 4.7% |
| Return on equity | — | 20.6% |
| Return on assets | 24.3% | 4.8% |
| Return on invested capital | 75.3% | 11.2% |
| FCF yield | 7.7% | 1.7% |
| Dividend yield | 6.0% | — |
| Debt / equity | — | 1.55 |
| Current ratio | 1.09 | 1.01 |
| Altman Z (solvency) | 5.17 | 7.33 |
| Piotroski F (quality) | 7 / 9 | 7 / 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.