Booking Holdings Inc. · Transportation Services

BKNG

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The short version

A high-quality, profitable business with steady sales.

Going well

Raised its dividend (6.3% yield)
Profitable every year for 10 years
Sales up 13% last year

Money moves

Insiders sold $245K in the last 30 days, all through pre-planned sales
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$153.12-1.7% that day

Company value: $115.1B; Share price times all shares
Price vs profit (P/E): 16.9x; You pay about $17 for each $1 of yearly profit
Price vs sales: 4.1x; Company value is 4.1 times a year of sales
Dividend yield: 6.3%; Yearly dividend as a share of today's price
Cash vs value: 15%; Cash as a share of company value
Debt vs value: 16%; Debt as a share of company value

From BKNG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$7.4B+8.1% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $28.2B, up 13% from the 12 months before. Over 5 years, sales grew about 32% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of BKNG. Starting points are the company's recent numbers.

Sales growth+13% a yearRecently: +13% a yearProfit margin26%Last 12 months: 25.5%P/E at the end17xToday: 16.9x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$52.0B

Profit in 5 years$13.5B

Price these guesses point to$395.56+158% vs $153.12 todayAbout +21% a year, before dividends

What today's price needs: with a 26% margin and a 17x P/E, sales could shrink about 6.5% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/5Strong

MissDebt under half of equityNot relying on borrowed money.Owes more than it owns
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.20.1%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$9.1B
PassShare count not growingNot diluting owners. Falling means buybacks.-18.5% in 3 years

Revenue: $26.9B; +13.4% vs prior year
5-year growth: +31.7%/yr; revenue, per year
Total debt: $18.7B
Current ratio: 1.33x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 4

Revenue: $7.4B; +8.1% YoY
EPS: $2.53; vs $1.10
Op. margin: 34.0%; +0.9 pts
Free cash flow: $3.6B
Share count: -5.5%; vs a year ago

Insider rating

Last 90 days

47Mixed

Pre-planned sales of $245K (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.5
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Newly held

Institutions held almost none of it the quarter before (new listing, spin-off or ticker change), so there's no fair percent change yet. 1838 bought, 185 sold.

Shares held by institutions720.9M

Sep '24Jun '26