Stock analysis · Bull Rankings model

BKNG analysis

Booking Holdings Inc.Travel Services. Scored on the same transparent model behind the daily rankings.

BKNG
Booking Holdings Inc. · Travel Services
FCF$9.0bB+
Rev+15.0%B+
D/E
P/E25.5xB
PEG0.87B+
61.4Score
$193.24$149.7B
1Y Target$224.42Analyst consensus · 36 analysts
5Y Target$283.33Compound horizon
10Y Target$363.36Long-dated conviction
FCF$9.0bTTM
B+
FCF $9.0b — strong cash profile, above most peers
Rev+15.0%TTM YoY
B+
Revenue +15.0% — above sector median, healthy trajectory
D/E
D/E data unavailable — neutral default
P/E25.5x
B
P/E 25.5 — near the Consumer Cyclical median (≈60th pctile)
PEG0.87
B+
PEG 0.87 — near fair value, classic Lynch benchmark (1.0)

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 61.4
Quality0.73
Growth0.50
Value0.63
Why this score
  • Raising its dividend
  • Cyclical growth
  • Short track record
Entry · Margin of safety
52-week rangeMid-range
17% off the 12-month high
vs DCF fair value13% belowest. fair value ~$222
What the price assumes: free cash flow compounding at ~7% a year for the next decade — vs the ~18% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability99% · Agross profit ÷ total assets (Novy-Marx)
Why now
Travel Services · market cap $149.7b. 17% off the 52-week high of $231.80. Revenue growing +15%, comfortably above the S&P median. PEG 0.87 — paying under fair value for the growth rate. 36 sell-side analysts rate this a Buy with a mean 1-yr target of $224.42 (implying +16% upside).
Moat
Net margin 20% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 167% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $149.7b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
ROE -62% 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.
Horizon
1-3 yr $224.42 (36-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $283.33 at ~8% CAGR — dividend + buyback compounding. 10 yr $363.36 if the moat survives secular pressure.
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.

BKNG vs the Top Picks average

PillarBKNGBook avgDiff
Quality0.730.82-0.09
Growth0.500.90-0.40
Value0.630.75-0.12

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-3.1 over 32 daily scores
From 64.3 (Jun 22) → 61.2 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
10
Position size
$1,932
3.9% of portfolio
Stop price
$144.93
25% below $193.24
$ at risk if stopped
$483.10
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Booking Holdings Inc. (BKNG): score, valuation & FAQ

Booking Holdings Inc. (BKNG) is a Travel Services company that scores 61.4 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are FCF (B+), Rev (B+) and PEG (B+). On valuation, BKNG sits about 13% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 7% annual free-cash-flow growth over the next decade.

Is BKNG a good stock to buy?

Bull Rankings scores BKNG 61.4 out of 100 on its quality-growth model, which is a middling reading. That is driven by FCF (B+), Rev (B+) and PEG (B+). A score is a quantitative screen of Booking Holdings Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does BKNG score 61.4 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). BKNG earns its highest marks on FCF (B+), Rev (B+) and PEG (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is BKNG overvalued or undervalued?

Based on $193.24, BKNG sits about 13% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 7% annual free-cash-flow growth over the next decade. It trades at a 25.5x× P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in BKNG?

ROE -62% 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.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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