EXPEDIA GROUP, INC. vs XPO, Inc., two Travel Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EXPE and XPO diverge most: on fcf yield, EXPE reads 13.3% and XPO reads 1.7%; on return on equity, EXPE reads 82.4% and XPO reads 20.6%. The rest of the comparable metrics sit closer together. What EXPE'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 | EXPE | XPO |
|---|---|---|
| Price | $274.30 | $183.27 |
| Market cap | $33.6B | $21.6B |
| Sector | Travel Services | Travel Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | +5.6% | — |
| P/E | 17.1 | 54.2 |
| P/B | 13.60 | 11.02 |
| P/S | 2.14 | 2.52 |
| EV/EBITDA | 9.5 | 19.0 |
| Revenue growth | +12.2% | +7.0% |
| Operating margin | 18.5% | 11.5% |
| Net margin | 13.0% | 4.7% |
| Return on equity | 82.4% | 20.6% |
| Return on assets | 7.0% | 4.8% |
| Return on invested capital | 26.9% | 11.2% |
| FCF yield | 13.3% | 1.7% |
| Dividend yield | 0.6% | — |
| Debt / equity | 2.21 | 1.55 |
| Current ratio | 0.80 | 1.01 |
| Altman Z (solvency) | 6.58 | 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.