TripAdvisor Inc

Expedia Group (NASDAQ:EXPE) stock gained around 4% in after-hours trading on Wednesday following its first-quarter results.

TripAdvisor (TRIP) shares rose 5.7% on June 27 after D.A. Davidson upgraded its rating on the stock to a “buy.”

TripAdvisor (TRIP) has fallen 12.5% YTD. As of its June 19 closing price of $47.19, the stock is currently trading near its 52-week low of $42.01 reached on June 3. The majority of online travel booking agencies have also reported a decline or slower growth in their first-quarter revenues.

TripAdvisor (TRIP) rose ~2% on June 19 after SunTrust turned bullish on the stock. SunTrust analyst Naved Khan upgraded his rating on the vacation booking company to “buy” from “hold,” citing a robust revenue growth projection for its Experiences segment over the next several years.

Shares of online travel booking agency TripAdvisor (TRIP) fell 13.8% last week. The stock is currently trading near its 52-week low of $43.40 from October 10 last year.

TripAdvisor’s (TRIP) average monthly unique visitors fell 5% YoY to 411 million users in the first quarter due to its hotel marketing optimization initiatives.

TripAdvisor (TRIP) reported a dismal top-line performance for the first quarter.

On May 7, TripAdvisor (TRIP) reported mixed results for the first quarter.

Expedia’s air travel business accounted for 10% of the total first-quarter revenues. The segment’s first-quarter revenues grew 3% YoY.

On March 6, TripAdvisor (TRIP) shares fell more than 3%. Cowen slammed the online travel agency with a bear note.

Booking Holdings (BKNG) stock is currently trading at a discounted PE valuation multiple to its peers Ctrip.com International (CTRP), TripAdvisor (TRIP), and Expedia (EXPE).

Booking Holding’s (BKNG) fourth-quarter 2018 revenues jumped 14.6% YoY to $3.2 billion.

Booking Holdings stock (BKNG) plunged 11% on February 28 after the company issued dismal guidance for the first quarter of 2019.

Booking Holdings (BKNG) has a consensus rating of ~2.18 from analysts polled by Reuters.

Apart from a healthy travel demand environment, Booking Holdings’ (BKNG) sustained focus on investing in marketing, alternative accommodations, people, and technology could continue driving its revenues.

Expedia stock is trading at a PE ratio of 22.07x. At the current multiple, the stock is trading at a discounted valuation compared to its peers.

The travel industry dynamics have changed drastically over the last decade. Travelers are shifting to online travel booking agencies.

Lodging is the major revenue growth driver for Expedia. The business unit accounted for 69% of the company’s fourth-quarter revenues.

Expedia’s (EXPE) revenues rose 10% YoY (year-over-year) to $2.56 billion in the fourth quarter.

Expedia reported strong fourth-quarter results on February 7. The company’s adjusted EPS of $1.24 beat analysts’ expectation of $1.08.

Among the 32 analysts covering Expedia, seven recommended a “strong buy,” 15 recommended a “buy,” and ten recommended a “hold.”

TripAdvisor registered a YoY (year-over-year) improvement in its average monthly unique visitors and revenue per hotel shopper.

TripAdvisor’s (TRIP) fourth-quarter revenues grew 8% YoY (year-over-year) to $346 million and beat analysts’ forecast of $342.8 million.

TripAdvisor (TRIP) shares fell ~5% during after-hours trading on February 12. The company reported lower-than-expected bottom-line results.

Most analysts have turned bullish on Expedia stock. Most analysts raised their target price after the company’s fourth-quarter results on February 7.

Lodging accounted for 69% of Expedia’s fourth-quarter revenues. Lodging is still the most important contributor to the company’s top line.

In the fourth quarter, Expedia’s (EXPE) revenues of $2.56 billion beat analysts’ estimate of $2.54 billion and rose 10% YoY.

At current market prices, TripAdvisor’s (TRIP) PE ratio stands at 39.7x, which is between its all-time high of 50.7x in July 2014 and its all-time low of 17.4x in October 2012.

TripAdvisor’s (TRIP) sustained focus on enhancing its mobile-centric product designs along with marketing initiatives will likely continue to attract new users and drive overall user base.

Expedia Group (EXPE) plans to report its fourth-quarter 2018 earnings results on February 7.

Wall Street analysts expect Expedia (EXPE) to continue benefiting from a healthy travel demand environment.

Expedia (EXPE) could be an intriguing investment choice, according to Wall Street analysts’ latest ratings.

With such a massive product portfolio and partnerships, Expedia is well positioned to capitalize on the growth opportunities in the travel industry.

Goldman Sachs (GS) analyst Heath Terry upgraded his rating on Expedia (EXPE) to “buy” from “neutral.”

For 2018, analysts expect TripAdvisor to report non-hotel revenues of $449 million—YoY (year-over-year) growth of ~25%.

Currently, Expedia’s (EXPE) PE multiple stands at 20.63x. At its current multiple, the stock is trading at a premium valuation to its peers.

Analysts expect Expedia (EXPE) to continue to benefit from an environment of healthy travel demand.

Expedia’s (EXPE) revenue rose 10.5% YoY (year-over-year) to $3.28 billion in the third quarter.

Expedia (EXPE) is a leading online travel booking company that has relationships with over 200,000 hotel owners across 200 countries.

Expedia (EXPE) could be an intriguing stock to watch, according to Wall Street analysts’ latest ratings.

On November 9, most online travel agency shares fell after CNN Business reported deep concerns about the slowing Chinese economy.

On November 8, TripAdvisor stock rose more than 15%. The company announced its third-quarter earnings on November 7 after the market closed.

We know the nation is politically divided, and now the market is showing us its split personality as well.

Ctrip.com International (CTRP) posted strong third-quarter results yesterday.

TripAdvisor’s third-quarter revenues grew 4% YoY to $458 million due to its Non-Hotel business segment’s strong performance.

Booking Holdings stock jumped over 6% in after-hours trading yesterday on its better-than-expected earnings outlook for the fourth quarter of 2018.

Alphabet’s (GOOGL) Google has recently launched a new set of tools for online travel planning and hotel booking.

TripAdvisor, which is an American travel and restaurant website company, was the S&P 500’s top gainer on May 9.

Coty (COTY) released its fiscal 2Q18 results before the market opened on February 8. Its revenue increased 14.8% YoY to $2.63 billion.

TripAdvisor was the S&P 500’s top gainer on February 6. TripAdvisor regained strength this week and started on a stronger note.

TripAdvisor was the S&P 500’s top gainer in the week ending November 24. It started the week on a stable note and rose as the week progressed.

Year-to-date through November 10, 2017, TripAdvisor stock has fallen 31.9%.

Currently, TripAdvisor’s (TRIP) forward price-to-earnings ratio stands at 28.0x, which is lower than the 35.6x average valuation seen since its initial stock listing in 2011.

At the end of 3Q17, TripAdvisor had $763.0 million in cash and short-term investments on its balance sheet—lower than the ~$904.0 million it had at the end of 2016.

TripAdvisor’s (TRIP) 3Q17 adjusted EBITDA declined 17.0% YoY to $95.0 million.

In 3Q17, TripAdvisor’s revenues grew 4.3% year-over-year to $439.0 million.

Of the 31 analysts rating Priceline’s stock after the company’s 3Q17 earnings report, 19.4% (six analysts) have issued a “strong buy” rating and 58.1% (18 analysts) have issued a “buy” rating.

After Priceline (PCLN) released its 3Q17 results, analysts’ estimates for 2017 and 2018 were revised downwards. For the fourth quarter of 2017, sales are expected to grow 14.8% year-over-year or YoY to $2.7 billion.

A large part of Priceline’s (PCLN) growth in the past has come from acquiring smaller companies all over the world. It had to raise debt to finance some of these acquisitions.

Hotel accommodations have historically driven Priceline’s growth. During the third quarter of the year, Priceline’s global accommodation business booked 178 million room nights.

The Priceline Group (PCLN) reported its third-quarter financial results after market hours on November 6. PCLN beat analyst estimates for both revenues and earnings.

Priceline (PCLN) trades at a forward PE (price-to-earnings) multiple of 25.2x.

For 3Q17, Priceline’s management expects its gross profit to increase 15.5%–20.5%.

Analysts expect Priceline’s fiscal 2017 revenues to grow 16.7% YoY to $12.5 billion, which is slightly lower than the 16.5% YoY growth seen in 2016.

In 2Q17, Priceline’s (PCLN) gross bookings grew 16.4% year-over-year to $20.8 billion.

Quest Diagnostics was the S&P 500’s top loser on September 25. On September 25, Quest Diagnostics fell 7.4% to $94.38—the lowest close in seven months.

On the day that Dara Khosrowshahi’s departure was announced, Expedia (EXPE) stock fell as much as 4.5%. Investors weren’t certain about Expedia’s future.

When former CEO Dara Khosrowshahi left Expedia to join Uber, Mark Okerstrom seemed like the obvious choice for the vacant CEO position.

After a 12-year stint at Expedia (EXPE), Dara Khosrowshahi resigned as the CEO to join Uber. Uber’s search for a new CEO started in June 2017.

Of the 24 analysts rating TripAdvisor (TRIP) stock after 2Q17, 8.3% (two analysts) have issued a “buy” rating, and 70.8% (17 analysts) have issued a “hold.”

For 3Q17, TRIP’s EBITDA is expected to fall 14.0% YoY to $98.0 million. For 4Q17, EBITDA is expected to fall 1.9% YoY to $56.9 million.

TripAdvisor’s (TRIP) 2Q17 adjusted EBITDA rose from $73.0 million in 2Q16 to $101.0 million in 2Q17, a 6.0% rise YoY.

For the second quarter of 2017, TripAdvisor’s (TRIP) revenue rose 8.4% YoY (year-over-year) to $424.0 million.

Currently, TripAdvisor’s (TRIP) forward PE ratio is 34.5x, which is mid-level to its all-time high of 50.69x in July 2014 and its all-time low of 17.4 in October 2012.

TripAdvisor’s (TRIP) average monthly unique visitors in 2Q17 rose 18.0% YoY (year-over-year) to 414.0 million users compared to 2Q16.

According to a Reuters consensus, of the 31 analysts tracking Priceline Group (PCLN), 23.3%, or seven analysts, have a “strong buy” rating for the stock.

Currently, Priceline (PCLN) trades at a forward PE (price-to-earnings) multiple of 27.3x. That’s higher than its average valuation of 22.0x since November 2008.

For 2Q17, analysts are estimating Priceline’s (PCLN) EBITDA to rise 6.7% YoY (year-over-year) to $925.4 million.

For the first quarter of 2017, Priceline’s (PCLN) gross bookings have risen 24.2% YoY (year-over-year) to $20.7 billion.

For 2Q17, analysts are estimating that Priceline’s (PCLN) revenue will rise 16.7% YoY to $3.0 billion, which is higher than 12.6% in 1Q17.

Out of the 31 analysts tracking Priceline (PCLN), seven analysts have a “strong buy” recommendation on the stock, and 18 analysts have a “buy” recommendation on the stock.

Priceline (PCLN) trades at a forward PE multiple of 17.1x. This is higher than its average valuation of 20x since November 2008.

Priceline (PCLN) expects its 1Q17 EBITDA to be ~$550 million–$580 million. It also expects its gross profit to increase 9.5%–14.5%

For 1Q17, analysts are estimating Priceline’s (PCLN) revenues to grow 13.8% year-over-year to $2.4 billion, lower than the 16.7% YoY growth seen in 1Q16.

According to data released by data company STR for 2016, occupancy rates saw a year-over-year (or YoY) rise of 0.1% to 65.5%.

Priceline (PCLN) currently trades at a forward PE (price-to-earnings) multiple of 25.2x.

Priceline’s (PCLN) fiscal 2016 performance was subdued by the dollar’s appreciation. Because Priceline has a widespread international presence, it’s prone to currency fluctuation risks.

Priceline (PCLN) reported its 4Q16 results on February 27, 2017. Priceline reported earnings per share of $13.50, a 34.7% increase YoY, which beat analyst estimates of $12.85 per share.

After the unconventional acquisition of Opentable, Momondo was a logical addition as it adds to the travel database of Kayak’s existing portfolio.

Year-to-date through February 23, 2017, Priceline (PCLN) stock has risen 11.7%, outperforming rivals Expedia and TripAdvisor (TRIP).

With its metasearch brands—Kayak, Momondo, and Skyscanner (through Ctrip)—Priceline seems to have a larger share of the pie, leaving little on the table when Expedia goes shopping.

Momondo is estimated to have generated $125 million in revenues for the last 12 months, which means a price-to-sales multiple of 4.4x.

Earlier this month, the Priceline Group (PCLN) signed a deal to acquire Momondo Group. Priceline will acquire all outstanding shares of Momondo for $550 million in an all-cash deal.

For 4Q16, analysts expect Priceline’s (PCLN) revenue to rise 16.2%, less than the 18.9% growth the company saw in 3Q16.

Of the 28 analysts rating TripAdvisor (TRIP) stock after the company’s 4Q16 earnings report, two analysts issued a “buy” rating, 23 analysts issued a “hold” rating, and three analysts issued a “sell” rating.

Currently, TripAdvisor (TRIP) has a forward EV-to-EBITDA ratio of 17.9x—lower than its average of 18.5x.

For 2016, TripAdvisors (TRIP) cash flow from operations fell 6.9% to ~$1.1 billion compared to ~$1.2 billion in 2015.

TripAdvisor’s (TRIP) adjusted EBITDA decreased from $466 million in 2015 to $352 million in 2016, a decline of 24% year-over-year.

For 4Q16, TripAdvisor’s (TRIP) revenues rose 2.7% year-over-year to $316 million.

Expedia (EXPE) currently trades at a forward PE multiple of 22.5x. This multiple is significantly higher than its average valuation multiple of 14.8x since November 2008.