COMPARE · Reviewed July 29, 2026
EXPE vs MLCO
Verdict: Side-by-side breakdown using the Bull Rankings model. EXPE scored 68.5, MLCO scored 66.9 — EXPE leads.
Compare another set
EXPE
Expedia Group, Inc.
68.5
$293.21 · $35.2B
fundamentals as of
Score gap
1.6
EXPE leads
MLCO
Melco Resorts & Entertainment Limited
66.9
$5.83 · $2.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
EXPE
stronger →← stronger
MLCO
84
Qualityreturns · margins · balance sheet
64
50
Growthrevenue & earnings expansion
50
77
Valuevaluation vs sector peers
94
EXPE and MLCO split the three pillars evenly.
Fundamentals, head-to-head
EXPE
MLCO
$4.1bB
FCF
$809mC+
+10.0%B
Rev
+11.3%B
2.57C
D/E
—
25.9xB
P/E
10.0xA
0.91B+
PEG
0.37A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EXPE
MLCO
47% below
Price vs fair valuelower is cheaper
92% below
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
+62%
1-yr DCF upside
+852%
+89%
5-yr DCF upside
+1162%
+135%
10-yr DCF upside
+1843%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXPE
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
MLCO
Why this score
- Buying back stock
- Cyclical growth
- Short track record
The companies
EXPEExpedia Group, Inc.
Why now
Travel Services · market cap $35.2b. 6% off the 52-week high of $312.40. Revenue growing +10%, comfortably above the S&P median. PEG 0.91 — paying under fair value for the growth rate. 35 sell-side analysts rate this a Buy with a mean 1-yr target of $289.31 (implying -1% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.57 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
MLCOMelco Resorts & Entertainment Limited
Why now
Resorts & Casinos · market cap $2.3b. Down 43% from 52-week high of $10.15 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. PEG 0.37 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $7.57 (implying +30% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE -15% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.