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BKNG Booking Holdings Inc. - Fundamental Analysis

NEUTRAL
BKNG Stock | Fundamental Analysis & Investment Insights
NASDAQ Consumer Cyclical Travel Services
Current Price
$5048.01
Analyst Target
$6210.11
+23.0% Upside
52W High
$5839.41
52W Low
$4096.23

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Nov 14, 2025
Market cap
$162.72B
P/E
32.82
ROE
N/A
Profit margin
19.4%
Debt/Equity
N/A
Dividend yield
0.76%

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
80%
Analysis Accuracy
BKNG shows neutral fundamentals based on available metrics. Mixed signals with both opportunities and risks present.

Key Strengths

Company has established market presence

Key Risks

High valuation with P/E of 32.8

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
52
Moderate
Value
45
Future
50
Past
65
Health
55
Dividend
45
AI Verdict
BKNG shows neutral fundamentals based on available metrics. Mixed signals with both opportunities and risks present.
Key drivers: Company has established market presence, High valuation with P/E of 32.8
Confidence
40%
Value
45/100

Rule-based valuation fallback.

Positives
  • P/B of -34.4 keeps valuation grounded.
Watchpoints
  • Premium 32.8x trailing earnings multiple.
Future
50/100

Rule-based growth outlook.

Positives
  • Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Past
65/100

Historical performance + price trend: Shares moved +142.7% over 5Y and +2.3% over 1Y.

Positives
  • Healthy profit margin of 19.4%.
Watchpoints
No urgent risks highlighted.
Health
55/100

Balance sheet & liquidity snapshot.

Positives
  • Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Dividend
45/100

Dividend policy fallback.

Positives
  • Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$5048.01
Analyst Target
$6210.11
Upside/Downside
+23.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for BKNG and closest competitors.

Updated 2025-11-14
Company 5Y 3Y 1Y 6M 1M 1W
BKNG
Booking Holdings Inc.
Primary
+142.7% +155.8% +2.3% -4.7% -0.7% +2.2%
LOW
Lowe's Companies, Inc.
Peer
+54.3% +15.8% -14.0% -1.7% -5.2% -2.3%
NKE
NIKE, Inc.
Peer
-47.3% -36.8% -13.3% +2.9% -6.3% +5.0%
ORLY
O'Reilly Automotive, Inc.
Peer
+221.3% +79.6% +21.0% +7.3% -3.2% +1.8%
MAR
Marriott International, Inc.
Peer
+138.8% +82.0% +2.3% +5.1% +7.3% -1.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
32.82
Forward P/E
24.06
PEG Ratio
N/A
P/B Ratio
-34.43
P/S Ratio
6.25
EV/Revenue
6.33
EV/EBITDA
16.79
Market Cap
$162.72B

Profitability

Profit margins and return metrics

Profit Margin 19.37%
Operating Margin 44.91%
Gross Margin 86.99%
ROE N/A
ROA 20.25%

Growth

Revenue and earnings growth rates

Revenue Growth +12.7%
Earnings Growth +13.5%
Q/Q Revenue Growth N/A
Q/Q Earnings Growth +9.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
1.33
Good
Quick Ratio
1.26
Good
Cash/Share
$512.16

Quarterly Earnings History

EPS performance vs analyst estimates

2026-02-19
$N/A
2025-10-28
$99.5
+3.7% surprise
2025-07-29
$55.4
+9.9% surprise
2025-04-29
$10.07
-38.0% surprise

Consumer Cyclical Sector Comparison

Comparing BKNG against 15 companies in the Consumer Cyclical sector (5 bullish, 10 neutral, 0 bearish)
P/E Ratio
32.82
This Stock
vs
45.35
Sector Avg
-27.6% (Discount)
Profit Margin
19.37%
This Stock
vs
14.81%
Sector Avg
+30.8% (Superior)
Revenue Growth
12.7%
This Stock
vs
14.38%
Sector Avg
-11.7% (Slower)
Current Ratio
1.33
This Stock
vs
1.22
Sector Avg
+9.0% (Better)

Similar Companies

Peer comparison within the same industry

Company AI Rating Market Cap P/E ROE Profit Margin Price
BKNG
Booking Holdings Inc.
NEUTRAL $162.72B 32.82 -% 19.4% $5048.01
LOW
Lowe's Companies, Inc.
NEUTRAL $129.81B 18.69 -% 8.2% $227.85
NKE
NIKE, Inc.
NEUTRAL $94.86B 32.91 21.1% 6.2% $64.17
ORLY
O'Reilly Automotive, Inc.
BULLISH $83.4B 34.31 -% 14.2% $98.8
MAR
Marriott International, Inc.
NEUTRAL $77.13B 30.11 -% 38.0% $285.72

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date Insider Position Transaction Shares Value
2025-11-07 PISANO PAULO Officer Sale 200 $1,000,000
2025-11-07 MYLOD ROBERT J JR Director Sale 40 $200,000
2025-10-15 FOGEL GLENN D Chief Executive Officer Sale 625 $3,213,454
2025-10-15 FOGEL GLENN D Chief Executive Officer Sale 388 $2,038,568
2025-10-15 WITTMAN VANESSA AMES Director Sale 15 $79,380
2025-09-15 QUINLAN LARRY Director Sale 64 $352,755
2025-09-15 FOGEL GLENN D Chief Executive Officer Sale 1,013 $5,588,637
2025-09-15 WITTMAN VANESSA AMES Director Sale 15 $82,500
2025-09-08 QUINLAN LARRY Director Sale 64 $357,575
2025-08-15 FOGEL GLENN D Chief Executive Officer Sale 1,013 $5,548,094
2025-07-31 FOGEL GLENN D Chief Executive Officer Gift 1,000 -
2025-07-15 FOGEL GLENN D Chief Executive Officer Sale 1,013 $5,769,036
2025-06-16 FOGEL GLENN D Chief Executive Officer Sale 1,013 $5,425,697
2025-05-30 GRADDICK-WEIR MIRIAN M Director Stock Award 48 -
2025-05-30 MYLOD ROBERT J JR Director Stock Award 68 -
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
37 analysts
Wedbush
2025-11-13
up
Neutral Outperform
UBS
2025-10-29
main
Buy Buy
Benchmark
2025-10-29
main
Buy Buy
Truist Securities
2025-10-29
main
Buy Buy
Wells Fargo
2025-10-29
main
Equal-Weight Equal-Weight
Cantor Fitzgerald
2025-10-29
main
Neutral Neutral
Barclays
2025-10-29
main
Overweight Overweight
Keybanc
2025-10-29
main
Overweight Overweight
DA Davidson
2025-10-29
main
Buy Buy
BTIG
2025-10-29
reit
Buy Buy