Added to YB: 2026-01-30
Pitch date: 2026-01-22
BKNG [bullish]
Booking Holdings Inc.
-20.91%
current return
Author Info
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Company Info
Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, and internationally.
Market Cap
$164.6B
Pitch Price
$5.1K
Price Target
N/A
Dividend
0.75%
EV/EBITDA
16.42
P/E
33.33
EV/Sales
6.35
Sector
Hotels, Restaurants and Leisure
Category
value
The Curious Investor | An update & 8 new positions added in 2025 - New Position: Booking Holdings Inc.
BKNG: Leading online travel agent at 5.5% FCF yield, ~10% annual FCF growth expected. Strong moat via trust, 50%+ loyalty bookings, superior data for potential AI agent development. Shares down 34% since 2016 via buybacks. Risk: AI agent narrative pressure on travel stocks despite strong fundamentals.
Read full article (2 min)