The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Verdict |
|---|---|---|---|---|---|
Valuation | 46 | 20.6x | 20.3x | Near average | |
Growth | 53 | 15.0% | 5.6% | Near average | |
Quality | 40 | -149.2% | 7.6% | Near average | |
Safety | 67 | -0.0x | 0.4x | Near average | |
Capital Return | 43 | 0.26% | 2.15% | Near average | |
Momentum | 33 | — | — | Below average | |
Sentiment | 70 | — | — | Above average |
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Booking Holdings Inc. (BKNG) is a global leader in digital travel and online reservation services, enabling users to book accommodations, flights, car rentals, and restaurant reservations through popular platforms such as Booking.com, Priceline, Agoda, and OpenTable. The company generates revenue primarily through two models: the agency model, where it earns commissions from providers, and the merchant model, which is experiencing rapid growth and now accounts for 72% of total bookings, where the company processes payments directly and offers greater flexibility to travelers and partners.
In the first quarter of 2026, the company achieved strong financial results despite geopolitical challenges; total revenue reached $5.5 billion, representing a 16% year-over-year growth (or 10% on a constant currency basis), and net income per share (EPS) stood at $1.36 for the first quarter (and $165.57 for the full fiscal year 2025). Adjusted EBITDA reached approximately $1.3 billion, a 19% increase, while the revenue margin as a percentage of gross bookings was 10.3%, up 10 basis points compared to the previous year.
Booking Holdings Inc. stock is currently trading at a price of $165.84, which makes it trade well below the analyst consensus average price target of $230.7, and it is even lower than the minimum price target of $175. The current analyst consensus reflects a 'Buy' recommendation with high optimism regarding the stock's long-term potential, as the highest specified price target reaches $309.84.
The company estimates that the Middle East conflict reduced room nights growth by approximately 2 percentage points in the first quarter of 2026, where actual growth reached 6% instead of the 8% expected without this impact. As for the second quarter of 2026, the company expects a larger negative impact of about 3 percentage points, which prompted it to lower its room nights growth forecast to between 2% and 4%.
The smart assistant Penny at Priceline has evolved into an integrated interactive tool that allows users voice search, building multi-product itineraries, and displaying them on a unified dynamic map. The company's initial tests show a significant increase in conversion rates for users interacting with Penny compared to others, in addition to the feature of direct booking for hotels and flights through the assistant itself without leaving the platform.
Booking Holdings follows a robust strategy to return capital to shareholders, returning approximately $4 billion in total during the first quarter of 2026. This included the largest quarterly share buyback in the company's history worth $3.6 billion, in addition to paying quarterly cash dividends valued at $343 million.
Automated analysis for informational purposes only — not investment advice.
For the full fiscal year 2026, the company expects gross bookings growth to range from high single digits to low double digits, and revenue growth in the high single digits. It also expects adjusted EBITDA to grow slightly faster than revenue, with margin expansion between 0 and 25 basis points, and adjusted EPS growth in the low-to-mid teens percentage range.