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Booking Holdings (NASDAQ: BKNG) stock is down by about -22% compared to -44% for
Expedia's (NASDAQ:EXPE) stock since early February.,
which compares to a 12% decline in the S&P 500 during the same period.Both Booking Holdings and Expedia's stocks are struggling from the economic fallout from the pandemic. The lockdown in various parts of the world has had a negative impact on the travel industry worldwide, with more weakness to appear over the coming months. Both companies are seeing a weak travel demand globallyBelow, we take a look at whether Booking Holdings could be a better bet compared to Expedia by looking at its fundamental performance.
Coronavirus Trends Across Countries, And What It Means For The U.S.Market Crashes Compared: -28% Coronavirus Crash Vs. 4 Historic Market CrashesTrefis Coronavirus Topic Page: Impact of the Coronavirus outbreak on the stocks of major U.S. companies.
CORONAVIRUS CRISIS : Since early February, Booking Holdings Inc. stock has moved -22% compared to -43.8% for Expedia.
Booking Holdings' stock has declined by about 22% since early February, compared to 44% decline for Expedia, after the WHO declared a global health emergency relating to Coronavirus.Booking Holdings' stock declined 11%, while Expedia's stock is also down 34% since March 8th, as U.S. cases accelerated.
Booking Holdings Inc. % Change For Key Dates: 2020 Crisis
Expedia % Change For Key Dates: 2020 Crisis
HISTORICAL PERFORMANCE: From 2009-2019 Booking Holdings Inc. stock has grown at 6.3x the rate of Expedia
Booking Holdings Inc. stock went from $218.41 at the end of 2009 to $2,053.73 at the end of 2019, representing a change of 840.3%.
During the same time period, the Expedia went from $46.10 to $107.74 representing a change of 133.7%.
This implies that Booking Holdings Inc. stock grew at 6.3x the rate of Expedia
BKNG Stock Price
EXPE Stock Price
BKNG Stock Price Annualized Rate of Return
EXPE Stock Price Annualized Rate of Return
ANALYSIS: Is Booking Holdings Inc. stock expensive based on a review of the fundamentals?
P/E Ratio: Based on trailing 2019 P/E ratios, BKNG stock looks attractive compared to prior years and attractive compared to Expedia
Booking Holdings Inc. 2019 trailing P/E ratio of 18.2 is 0.6x that of the 2019 Expedia P/E ratio of 28.1.
* P/E Ratio is calculated based on year end market price and trailing earnings. However, for 2020 P/E, we use 2019 earnings and current market price.
Historical Revenue Growth: Booking Holdings Inc. stock looks expensive compared to Expedia
Booking Holdings Inc. 2014-19 annualized revenue growth of 13% is 0.8x that of the 2014-19 Expedia's annualized revenue growth rate of 16.2%.
2014-19 Annualized Revenue Growth Comparison
BKNG Annual Change in Revenue
EXPE Annual Change In Revenue
Historical EPS Growth: Booking Holdings Inc. stock looks attractive compared to Expedia
Booking Holdings Inc. 2014-19 annualized EPS growth of 20% is 4.4x that of the 2014-19 Expedia's annualized EPS growth rate of 5.7%.
2014-19 Annualized EPS Growth Comparison
BKNG Annual Change in EPS
EXPE Annual Change in EPS
Survival Check: Total Debt Comparisons
Booking Holdings Inc. Total Debt has increased from $6.2 billion to $7.6 between 2016 and 2019. In comparison, Total Debt for Expedia has risen from $3.2 to $4.9.
BKNG Total Debt
EXPE Total Debt
Based on historical performance, Booking Holdings appears to be more attractive compared to Expedia in the current crisis. Booking Holdings could see a larger upside if the health crisis abates, considering its EPS growth has been higher than Expedia's. Both companies have enough cash from operations to manage their near term interest expenses. Booking Holdings' P/E ratio is lower compared to that of Expedia's currently. Booking Holdings is likely to weather the imminent economic slowdown better than Expedia because of its strong market presence and marketing advantage. Booking Holdings generates more direct traffic and is less dependent on Google as compared to Expedia.
Booking Holdings Inc. - BKNG