Booking Holdings Inc. (BKNG) on Decifer

Decifer ranks BKNG number 69 of 265 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 51% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 13% a year, profits are expected to grow 18%, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• 51 percent returns with 13 percent revenue growth in a partly recognized travel role are solid but 4 momentum capped below trend in a lagging sector keeps it from the top tier.

The current read

The evidence on BKNG lines up on the supportive side: research view: BKNG is a high-conviction name in Consumer & Retail. One signal disagrees: the intelligence feed flags this name as connected to what is moving markets now, worth watching but not the weight of the evidence.

Themes

• Travel & Experience Reopening: Consumers are structurally reallocating discretionary budgets toward travel, hospitality, and live experiences, with demographic tailwinds from affluent retirees.

Read the full BKNG research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.