BKNG
Status-Quo-PlayerBooking Holdings
$177.25
+2.14%
as of 13 Apr
Power Core
The moat in one sentence: Booking Holdings controls the dominant global demand funnel for independent accommodation, creating a self-reinforcing supply-demand loop that no competitor has successfully replicated at equivalent geographic breadth.
Direction of Movement
Structural Expansion Across Traffic, Products, and Payments
ROC 200
-96.9%
BKNG
Booking Holdings
$177.25
+2.14%
as of 13 Apr
DCF Fair Value: $251.73
mOS zones are proprietary L17X overlays and do not constitute trading signals or investment advice.
Company Profile
Booking Holdings Inc. is a leading global online travel company founded in 1997 and headquartered in Norwalk, Connecticut. It operates as the world’s largest online travel agency by sales, providing comprehensive booking and payment services for a wide array of travel needs, including hotel and alternative accommodations, airline tickets, rental cars, restaurant reservations, cruises, experiences, and vacation packages. The company manages prominent branded platforms such as Booking.com, Agoda, OpenTable, Rentalcars.com, Kayak, and Momondo, with transaction fees from these online bookings forming the core of its revenue and profits. Primarily serving the consumer cyclical sector within travel services and hotels, resorts, and cruise lines industries, Booking Holdings Inc. employs approximately 24,800 people and maintains a significant market presence with a market capitalization exceeding US$157 billion. Through its innovative digital marketplaces, it facilitates seamless connections between travelers and service providers worldwide, playing a pivotal role in the digital transformation of the global travel and hospitality industry.