S&P 500 comparison · Consumer Discretionary

Airbnb vs Booking Holdings

Prices at close . Model readings .

Airbnb

$166.04−1.64%
Month: positiveLong run: negative

Booking Holdings

$147.94−1.47%
Month: positive
Price change

Price change, with the S&P 500 as a benchmark

Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.

In short

How the two compare

On the latest closes (28 Oct 2026), Booking Holdings is the larger company by market value ($113.91B against $99.13B). Over the past year Airbnb returned +28.6% and Booking Holdings −29.1%, while the S&P 500 returned +12.7%. The latest filed P/E is 31.8 for Airbnb and 24.2 for Booking Holdings, and the operating margin 21% against 34%. Over the next 21 sessions the model expects +0.77% for Airbnb, with a 79% chance of a rise, and +0.85% for Booking Holdings, with a 87% chance. Airbnb's long-run fair value is $123.88, a gap of −25.4% to its price; the long-run model view is negative. Booking Holdings has no published fair value today.

Model view

What the model expects

Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.

Model readings:
Expected returnnext 21 sessions
ABNB+0.77%
BKNG+0.85%
Chance of a risenext 21 sessions
ABNB79%
BKNG87%
Expected returnnext 63 sessions
ABNB+2.32%
BKNG+2.14%
Range of outcomes63 sessions, 80% band
ABNB−21.5% to +26.1%
BKNG−22% to +26.3%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
ABNB$123.8828 Oct 2026
BKNG—The valuation was set at a price in another share basis than this close, so its fair value and gap are not printed.
Gap to pricefair value against the close
ABNB−25.4%
BKNG—The valuation was set at a price in another share basis than this close, so its fair value and gap are not printed.
Past readings that matchedsign of the 21-session outcome
ABNB41.3%of 269
BKNG38.7%of 269
Price performance

How the prices moved

Price change over each period, with the S&P 500 (SPY) for comparison.

Closes to
1 monthS&P 500: +1.1%
ABNB+5.8%
BKNG−8.9%
6 monthsS&P 500: +8.5%
ABNB+18.4%
BKNG−14.8%
Year to dateS&P 500: +13.3%
ABNB+22.3%
BKNG−30.6%
1 yearS&P 500: +12.7%
ABNB+28.6%
BKNG−29.1%
5 yearsS&P 500: +70.7%
ABNB−2.2%
BKNG+58.4%
1 year against the S&P 500percentage points
ABNB+15.9 pts
BKNG−41.8 pts
Position in the 52-week range0% low, 100% high
ABNB67%close $166.04 in $110.81 to $193.45
BKNG2%close $147.94 in $146.28 to $219.75
Against the 200-day average
ABNB+13.4%
BKNG−16.5%
Valuation

What the market pays

Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.

Filings: quarter to
Market value
ABNB$99.13B28 Oct 2026
BKNG$113.91B28 Oct 2026
Enterprise valueat the last filing
ABNB$81.09B30 Jun 2026
BKNG$138.21B30 Jun 2026
P/Elatest filed
ABNB31.8
BKNG24.2
Price to book
ABNB10.95
BKNG-12.73
EV / EBITDA
ABNB29.95
BKNG14.33
Free cash flow yield
ABNB5.69%
BKNG6.95%
Dividend yield
ABNB0%
BKNG0.93%
Questions

Airbnb or Booking Holdings: common questions

Which is larger by market value, Airbnb or Booking Holdings?

Booking Holdings, at $113.91B against $99.13B for Airbnb, on the latest closes (28 Oct 2026).

Which has the higher P/E ratio, Airbnb or Booking Holdings?

Airbnb has the higher latest filed P/E, 31.8; Booking Holdings' is 24.2. Filings: quarter to 30 Jun 2026.

How did Airbnb and Booking Holdings move over the past year against the S&P 500?

Over the past year Airbnb returned +28.6% and Booking Holdings −29.1%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.

What does the model expect for Airbnb and Booking Holdings over the next month?

+0.77% for Airbnb with a 79% chance of a rise, and +0.85% for Booking Holdings with a 87% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.

How do the operating margins of Airbnb and Booking Holdings compare?

The operating margin is 21% for Airbnb and 34% for Booking Holdings. Filings: quarter to 30 Jun 2026.

Do Airbnb and Booking Holdings shares move together?

Over the past year the correlation of their daily returns was 0.64 (often together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.

In the consoleCompare up to four companies with every model readingMembers see the 63-session chance of a rise and all four horizons, side by side in Research › Compare.
Open in the console
The two company pagesAirbnb (ABNB) forecast and analysisBooking Holdings (BKNG) forecast and analysis
More comparisonsAirbnb vs Carnival CorporationAirbnb vs Expedia GroupBooking Holdings vs Hilton WorldwideBooking Holdings vs Marriott International
BrowseAll Consumer Discretionary companiesAll comparisonsHow the model readings are made

Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.