Online Travel & Lodging: Online Travel Agency Monopoly vs Alternative Accommodations
BKNG vs ABNB: Head-to-Head Comparison
Comparing quantitative economic moats, Forward P/E multiples, balance sheet liquidity, and institutional 13F whale conviction.
BKN
BKNG 🇺🇸
Booking Holdings Inc. Common St
$173.92
+0.01%
MOAT SCORE
⚡ 83.0/100
VS
👑 Higher Moat Score
ABN
ABNB 🇺🇸
Airbnb, Inc.
$189.43
+0.00%
MOAT SCORE
⚡ 84.0/100
📊 Quantitative Fundamental Matchup
| Fundamental Metric | BKNG (Booking Holdings Inc. Common St) | ABNB (Airbnb, Inc.) | Advantage |
|---|---|---|---|
| Moat Score™ (0-100) | ⚡ 83.0 | ⚡ 84.0 | ABNB (+1.0 pts) |
| Market Capitalization | $130.7B | $113.4B | - |
| Forward P/E Ratio | 16.6x | 35.9x | BKNG (Cheaper Multiple) |
| Trailing P/E Ratio | 19.3x | 43.2x | - |
| Gross Profit Margin | 87.2% | 82.9% | BKNG (Higher Pricing Power) |
| YoY Revenue Growth | +8.1% | +16.5% | ABNB |
| Free Cash Flow | $7.7B | $3.2B | - |
| Superinvestor 13F Backing | None Tracked | None Tracked | - |
🏆 The MoatPicks Verdict: ABNB Wins on Fundamentals
Based on our 12-point quantitative audit, ABNB (Airbnb, Inc.) achieves an overall Moat Score of 84.0/100 compared to 83.0/100 for BKNG. ABNB demonstrates superior capital allocation efficiency, wider gross margins, and stronger defensive economic moat characteristics in the Online Travel & Lodging sector.
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