BKNG vs TSLA
Booking Holdings Inc. Common Stock vs Tesla Inc. Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$BKNG wins this comparison, and it isn't close.
The valuation gap is stark. $TSLA trades at a trailing P/E of 329.0 and an EV/EBITDA of 114.22, while $BKNG sits at 22.9x earnings and 14.01x EBITDA. ACCE's 6-model fair value puts $TSLA at $24.74 against a current price of $348.75, implying a 92.9% premium to intrinsic value. $BKNG's fair value gap is narrower at -20.0%, and its forward P/E of 19.5 reflects a business priced for what it actually earns.
Profitability tells the same story. $BKNG posts a 25.5% net margin and a 5.9% FCF yield. $TSLA's net margin is 3.7% with a FCF yield of just 0.5%. Revenue growth at $TSLA is faster (25.5% vs 8.1%), but earnings fell 3.0% year-over-year while $BKNG's rose 130.0%.
The ACCE scores confirm it: $BKNG scores 71/100 overall versus $TSLA's 34/100, with $BKNG's Quality score of 82 and Value score of 63 contrasting sharply against $TSLA's Value score of 10. $TSLA's analyst target of $390.09 offers upside from current levels, but the fundamentals don't support the multiple. $BKNG is the cleaner, better-priced business.