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BKNG vs EXPE
Which Stock Would AI Choose? Booking Holdings (BKNG) vs. Expedia Group (EXPE) Stock Comparison
Key Takeaways
- Booking Holdings (BKNG) is the larger, more profitable online travel agency, while Expedia Group (EXPE) has delivered stronger recent momentum and raised its outlook.
- Booking's operating margin of roughly 34.5% is about double Expedia's ~17.4%, reflecting Booking's asset-light agency model and scale advantage.
- Expedia raised its full-year 2026 revenue and gross bookings forecasts, whereas Booking lowered its gross bookings guidance, largely on slower flight-ticket growth.
- Tickeron AI Verdict: Based on trend consistency, relative momentum, and catalysts, the AI framework currently leans toward EXPE.
- Explore BKNG Major News and BKNG Today's Price Move, as well as EXPE Major News and EXPE Today's Price Move, for the latest developments on each name.
- Discover how automated strategies rank this pair by exploring Trending AI Robots.
Introduction
BKNG and EXPE are two of the world's largest online travel agencies (OTAs), platforms that aggregate hotel, flight, and vacation bookings and earn fees on each transaction. This stock comparison is relevant for investors weighing a dominant, high-margin incumbent against a smaller, faster-growing challenger. The two companies have diverged sharply in recent months: one has seen its shares pressured by decelerating growth and a cautious outlook, while the other has ridden improving fundamentals and stronger momentum. For traders focused on relative performance and market positioning, the contrast between these two names offers a clear study in how profitability and growth can pull a stock in opposite directions.
BKNG Overview and Recent Performance
Booking Holdings, operating brands including Booking.com, Priceline, Agoda, Kayak, and OpenTable, is the world's largest online travel agency by sales. Its model emphasizes a direct-to-consumer, asset-light marketplace, with independent properties and alternative accommodations supplying much of its inventory. In recent quarters, the company has continued to post double-digit revenue growth and expanding margins, with full-year 2025 revenue reaching roughly $26.9 billion.
Despite solid results, BKNG shares have weakened over recent months. Management lowered its gross bookings forecast, citing slower flight-ticket growth and softer long-haul demand tied to high airfares and geopolitical tensions. Guidance for the latest quarter implied a further slowdown in revenue growth, and the stock has traded well below its 52-week high. Profitability remains the company's core strength, with an operating margin near 34.5% and substantial share repurchases, but market sentiment has focused on the deceleration rather than the earnings power.
EXPE Overview and Recent Performance
Expedia Group operates a diversified ecosystem centered on three flagship consumer brands—Expedia, Hotels.com, and Vrbo—alongside a large business-to-business (B2B) segment that supplies travel inventory to partners, plus an advertising network. This mix has become a key growth engine, with B2B gross bookings expanding rapidly, including a 24% rise in the most recent reported quarter and a long streak of double-digit growth.
In recent weeks, EXPE has shown the stronger relative performance of the two. The company raised its full-year 2026 revenue and gross bookings forecasts after reporting double-digit growth and meaningful margin expansion. All three consumer brands returned to year-over-year bookings growth, and management pointed to improved marketing efficiency and rising lodging supply. While Expedia's roughly 17.4% operating margin trails Booking's, its improving trajectory, upward guidance revisions, and expanding margins have supported more constructive market sentiment.
Trending AI Robots
Tickeron's Trending AI Robots page curates a selection of the platform's best-performing automated strategies for current market conditions. Tickeron hosts hundreds of AI trading bots that collectively trade thousands of different tickers, each with its own trading style, strategy, timeframe, performance record, and set of covered stocks. Because no single approach suits every market environment, only the most relevant and strongest-performing robots are highlighted in this curated section. The featured bots span varied methodologies—from short-term momentum to longer-horizon trend following—allowing traders to compare live statistics and historical results. Explore Trending AI Robots to see which automated strategies are currently favored.
Head-to-Head Comparison
The two companies share an industry but diverge on several dimensions. Booking wins on scale, with roughly double Expedia's revenue and a market capitalization several times larger, and on profitability, keeping about twice as much of each revenue dollar as operating profit. Expedia counters with faster recent growth, a rapidly expanding B2B and advertising business, and a more favorable trend in forward guidance.
Growth drivers differ meaningfully. Booking leans on direct consumer traffic and a fragmented global inventory of independent properties, while Expedia is investing in partner supply, including a planned acquisition in the B2B car-rental space. Risk factors also differ: Booking faces sensitivity to airfare levels, long-haul demand, and regulatory scrutiny in Europe, whereas Expedia carries more exposure to U.S. chain hotels and consumer-brand competition. On valuation, both trade at broadly similar earnings multiples, though analysts have noted Expedia's valuation discount to Booking has narrowed after its rally. In terms of momentum, Expedia has clearly led over the trailing year, while Booking's shares have lagged.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI framework currently appears to favor EXPE. The framework weighs trend consistency and relative positioning heavily, and Expedia has exhibited stronger and more durable momentum, backed by upward guidance revisions, accelerating B2B growth, and expanding margins. Booking Holdings retains superior profitability and scale, which provide a more stable fundamental foundation, but its recent negative price trend and lowered forward outlook weigh against it in a momentum-driven comparison. Accordingly, the AI's preference for EXPE reflects a probabilistic read of current trends and catalysts rather than a definitive prediction of future returns.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BKNG is a StrongBuy and EXPE is a Hold.
BKNG's RSI Indicator climbs out of oversold territory
The RSI Indicator for BKNG moved out of oversold territory on October 29, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 25 similar instances when the indicator left oversold territory. In 21 of the 25 cases the stock moved higher. This puts the odds of a move higher at 84%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 41 of 56 cases where BKNG's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 73%.
The Momentum Indicator moved above the 0 level on November 04, 2026. You may want to consider a long position or call options on BKNG as a result. In 60 of 79 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 76%.
The Moving Average Convergence Divergence (MACD) for BKNG just turned positive on November 03, 2026. Looking at past instances where BKNG's MACD turned positive, the stock continued to rise in 37 of 46 cases over the following month. The odds of a continued upward trend are 80%.
BKNG moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +11.20% 3-day Advance, the price is estimated to grow further. Considering data from situations where BKNG advanced for three days, in 254 of 347 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
Bearish Trend Analysis
The 50-day moving average for BKNG moved below the 200-day moving average on October 23, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BKNG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
BKNG broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for BKNG entered a downward trend on October 14, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 1 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 29 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock better than average.
The Tickeron Valuation Rating of 52 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (-11.914) is normal, around the industry mean (0.086). P/E Ratio (18.890) is within average values for comparable stocks, (26.776). Projected Growth (PEG Ratio) (0.900) is also within normal values, averaging (1.617). Dividend Yield (0.010) settles around the average of (0.178) among similar stocks. BKNG's P/S Ratio (4.833) is slightly higher than the industry average of (2.686).
The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating fairly steady price growth. BKNG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 87 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
EXPE in upward trend: price rose above 50-day moving average on November 02, 2026
EXPE moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend. In 27 of 31 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on November 04, 2026. You may want to consider a long position or call options on EXPE as a result. In 61 of 85 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 72%.
The Moving Average Convergence Divergence (MACD) for EXPE just turned positive on October 08, 2026. Looking at past instances where EXPE's MACD turned positive, the stock continued to rise in 38 of 46 cases over the following month. The odds of a continued upward trend are 83%.
The 10-day moving average for EXPE crossed bullishly above the 50-day moving average on October 28, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 79%.
Following a +5.75% 3-day Advance, the price is estimated to grow further. Considering data from situations where EXPE advanced for three days, in 233 of 307 cases, the price rose further within the following month. The odds of a continued upward trend are 76%.
Bearish Trend Analysis
The 10-day RSI Indicator for EXPE moved out of overbought territory on October 21, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 49 similar instances where the indicator moved out of overbought territory. In 35 of the 49 cases, the stock moved lower in the following days. This puts the odds of a move lower at 71%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where EXPE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 67%.
EXPE broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for EXPE entered a downward trend on October 15, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 10 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 40 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. EXPE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 78 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 86 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: EXPE's P/B Ratio (31.358) is slightly higher than the industry average of (0.086). P/E Ratio (19.133) is within average values for comparable stocks, (26.776). Projected Growth (PEG Ratio) (0.694) is also within normal values, averaging (1.617). Dividend Yield (0.006) settles around the average of (0.178) among similar stocks. P/S Ratio (2.315) is also within normal values, averaging (2.686).
BKNG | EXPE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 88 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 52 Fair valued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 29 | 40 | |
SMR RATING 1..100 | 1 | 10 | |
PRICE GROWTH RATING 1..100 | 62 | 44 | |
P/E GROWTH RATING 1..100 | 87 | 78 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BKNG's Valuation (52) in the Other Consumer Services industry is somewhat better than the same rating for EXPE (86). This means that BKNG’s stock grew somewhat faster than EXPE’s over the last 12 months.
BKNG's Profit vs Risk Rating (29) in the Other Consumer Services industry is in the same range as EXPE (40). This means that BKNG’s stock grew similarly to EXPE’s over the last 12 months.
BKNG's SMR Rating (1) in the Other Consumer Services industry is in the same range as EXPE (10). This means that BKNG’s stock grew similarly to EXPE’s over the last 12 months.
EXPE's Price Growth Rating (44) in the Other Consumer Services industry is in the same range as BKNG (62). This means that EXPE’s stock grew similarly to BKNG’s over the last 12 months.
EXPE's P/E Growth Rating (78) in the Other Consumer Services industry is in the same range as BKNG (87). This means that EXPE’s stock grew similarly to BKNG’s over the last 12 months.
| BKNG | EXPE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 84% | 1 day ago 71% |
| Stochastic ODDS (%) | 1 day ago 73% | 1 day ago 76% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 72% |
| MACD ODDS (%) | 1 day ago 80% | 1 day ago 83% |
| TrendWeek ODDS (%) | 1 day ago 74% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 69% | 1 day ago 78% |
| Advances ODDS (%) | 1 day ago 73% | 4 days ago 76% |
| Declines ODDS (%) | 9 days ago 59% | 9 days ago 67% |
| BollingerBands ODDS (%) | 1 day ago 54% | 1 day ago 64% |
| Aroon ODDS (%) | 1 day ago 58% | 1 day ago 62% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BKNG’s FA Score shows that 2 FA rating(s) are green while EXPE’s FA Score has 1 green FA rating(s).
- BKNG’s FA Score: 2 green, 3 red.
- EXPE’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BKNG’s TA Score shows that 6 TA indicator(s) are bullish while EXPE’s TA Score has 5 bullish TA indicator(s).
- BKNG’s TA Score: 6 bullish, 4 bearish.
- EXPE’s TA Score: 5 bullish, 5 bearish.
Price Growth
BKNG (@Consumer Sundries) experienced а +15.57% price change this week, while EXPE (@Consumer Sundries) price change was +14.64% for the same time period.
The average weekly price growth across all stocks in the @Consumer Sundries industry was +6.43%. For the same industry, the average monthly price growth was +6.68%, and the average quarterly price growth was +6.26%.
Reported Earning Dates
BKNG is expected to report earnings on Feb 25, 2027.
EXPE is expected to report earnings on Feb 11, 2027.
Industries' Descriptions
@Consumer Sundries (+6.43% weekly)Consumer sundries companies make products that usually do not have another classification, such as lawn and garden products, pest-control products, pet food and pet products like leashes, collars, and harnesses. Central Garden & Pet Company and Dogness (International) Corporation are examples of companies operating in this industry.
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BKNG and
Correlation & Price change
A.I.dvisor indicates that over the last year, BKNG has been closely correlated with EXPE. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if BKNG jumps, then EXPE could also see price increases.
| Ticker / NAME | Correlation To BKNG | 1D Price Change % | ||
|---|---|---|---|---|
| BKNG | 100% | +9.83% | ||
| EXPE - BKNG | 73% Closely correlated | +10.54% | ||
| ABNB - BKNG | 65% Loosely correlated | +5.64% | ||
| MMYT - BKNG | 50% Loosely correlated | +11.54% | ||
| TRIP - BKNG | 44% Loosely correlated | +8.05% | ||
| NCLH - BKNG | 43% Loosely correlated | +6.77% | ||
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