EXPEDIA GROUP, INC. vs RXO, INC., two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EXPE and RXO diverge most: on operating margin, EXPE reads 7.3% and RXO reads -2.0%; on net margin, EXPE reads 9.8% and RXO reads -1.8%. The rest of the comparable metrics sit closer together. What EXPE's price implies is a somewhat stretched bet versus history (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 | EXPE | RXO |
|---|---|---|
| Price | $270.52 | $26.26 |
| Market cap | $33.0B | $4.4B |
| Sector | Travel Services | Travel Services |
| Stage | Mature | Growth |
| Implied growth (priced in) | +22.9% | — |
| P/E | 23.9 | — |
| P/B | 17.95 | 2.94 |
| P/S | 2.17 | 0.77 |
| EV/EBITDA | 10.3 | 134.4 |
| Revenue growth | +10.3% | +19.2% |
| Operating margin | 7.3% | -2.0% |
| Net margin | 9.8% | -1.8% |
| Return on equity | 81.0% | -7.0% |
| Return on assets | 5.6% | -3.2% |
| Return on invested capital | 27.5% | -4.0% |
| FCF yield | 12.4% | -0.3% |
| Dividend yield | 0.6% | — |
| Debt / equity | 2.43 | 0.01 |
| Current ratio | 0.73 | 1.27 |
| Altman Z (solvency) | 6.45 | 7.65 |
| Piotroski F (quality) | 6 / 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.