Expedia Group Inc

Expedia Group Inc

EXPE

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Market Cap$25.85B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Expedia Group IncExpedia Group Inc18.50.78%270%1.80.8

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Strong Q1 results; beat guidance and showed operating leverage - Bookings +13% to $35.5B; revenue +15% to $3.4B (FX contributed ~3 pts to bookings and ~5 pts to revenue). - Total booked room nights +6% (U.S. mid-single digit, EMEA low single digit, rest of world low double digit); ADR growth +4% FX-neutral. - Adjusted EBITDA margin up ~6 points (to 15.8%) and adjusted EBITDA $542M; adjusted EPS $1.96 (about 4x growth), supported by marketing leverage, cost efficiencies, and revenue flow-through. - Surprising positive: March was macro-challenged (Middle East conflict + Mexico advisories) but Q1 still exceeded expectations; cash + margin strength held up.
Macro headwinds were real (esp. March), but April stabilized - Middle East and Mexico travel advisories caused elevated cancellations (notably Europe and Asia outbound), with more spillover into B2B than consumer. - Management said the Middle East is <2% of total bookings, but it still impacted cancellations broadly across corridors. - April/early May recovery: cancellation rates stabilized in early April and booking activity reaccelerated through April (investors should view this as a key assumption for Q2).
Business momentum: Consumer accelerating; B2B strong but partially cyclical from partner promos + macro - Consumer: bookings +10%; consumer revenue +8%; consumer EBITDA margin ~20% (+9 pts YoY) driven by marketing leverage and cost control; strongest Q1 start in 3 years. - B2B: bookings +22% to $10.7B, revenue +25% to $1.2B; EBITDA margin ~22.7% (flat). - Main “bad/negative” nuance: B2B growth benefited from elevated partner marketing/promotions in late 2025, but in Q1 some partners pulled back, leading to more moderate sequential growth and a decelerating promo contribution. - Recovery expectation: management indicated B2B cancellations normalized in April similarly to overall bookings (but with less tailwind from promo activity).

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$264.58

Target Price by Analysts

17.4% upsideExpedia Group Target Price DetailsTarget Price
$425.63

Current Fair Value

88.8% upside

Undervalued by 88.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$25.85 Billion
Enterprise Value$18.50 Billion
Dividend Yield$1.76 (0.78%)
Earnings per Share$10.32
Beta1.3
Outstanding Shares121,827,000

Return

Return on Equity270.14%ROE
Return on Assets5.88%
Return on Invested Capital22.21%

Valuation & Multiples

P/E Ratio18.49P/E Ratio
PEG-14.11PEG
Price to Sales1.82Price to Sales
Price to Book Ratio56.35Price to Book Ratio
Enterprise Value to Revenue1.22
Enterprise Value to EBIT11.74
Enterprise Value to Net Income11
Total Debt to Enterprise0.02
Debt to Equity0.76Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 14, 2026
EPS Estimate
$1.41
Average shareholder expectation
Revenue Estimate
$3.35 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$5.16
Average shareholder expectation
Revenue Estimate
$4.16 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0347▼ 6.50%
Total Calls2,145,691▼ 16.83%
Total Puts2,220,225▼ 21.74%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %91.00%▼ 3.25%
Total Invested$25.79B▼ 21.83%
Investors Holding1,144▼ 67.00%

ESG Score

No data

About Expedia Group Inc

24,500 employees

Expedia Group helps knock down the barriers to travel, making it easier, more enjoyable, more attainable and more accessible. Company is here to bring the world within reach for customers and partners around the globe. Expedia leverages ...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and analysis for all tax legislation, directly influencing corporate tax structures and capital investment credits which are crucial for Expedia's financial planning and bottom line.

Finance

As the primary tax-writing committee, it dictates corporate taxation, international tax policy, and trade agreements, all of which directly impact Expedia's profitability, global financial structure, and operational costs.

Judiciary

This committee oversees antitrust laws and intellectual property. As a major online consolidator in the travel industry, Expedia is directly impacted by antitrust scrutiny and IP protection essential to its platform.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the FTC (consumer protection, advertising), and 'Big Tech' through data privacy and competition laws, all of which directly regulate Expedia's online platform and operations.

Foreign Relations

The committee's influence on U.S. foreign policy, international treaties, sanctions, and travel advisories directly impacts the safety and feasibility of international travel, a significant part of Expedia's global business.