keine FinanzberatungBKNG · Booking Holdings Inc.
World's largest online travel agency (Booking.com, Priceline, Kayak)
Risiko 3/10 · LOW-MODERATE RISK · travel toll booth · $193.29 ▼ 0.94%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $193.29
- Market cap $145.2B
- P/E (ttm) 21.45
- Div yield 0.87%
- 52-wk range $150.14 – $225.54
- Index rank #86 / #33
Wichtigste Risiken
- AI assistants and Google disintermediate the hotel search funnel (Shareholders) — MED
- Travel demand is cyclical — recession or geopolitics cuts bookings fast (Shareholders) — MED
- EU gatekeeper regulation caps commissions and parity clauses (Shareholders) — MED
- Hotels pushing direct bookings compress the take rate (Shareholders) — LOW
Fazit
An asset-light margin machine with near-unanimous analyst backing; the real question is whether AI reroutes travel search, and that is a slow burn, not a cliff.
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