Latest Articles
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How Fast Are Priceline’s Advertising Revenues Growing?
Advertising and media contributes to only 7% of Priceline’s revenue. However, the segment is growing solidly post Priceline’s Kayak (2013) and OpenTable (2014) acquisitions. Prior to Kayak’s acquisition (2013), advertising accounted f...
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What Might Be The Long-Term Impacts Of Brexit On The Online Travel Agencies?
A while back we explored the possible short-term implications of Brexit on the online travel companies. We observed that other than the stock market’s knee jerk reactions and the possibility of the pound losing value, travel might not be ma...
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Which Will Be The Most Important Segment To Fuel Priceline’s Future Growth?
The hotel Booking segment is the most important segment for Priceline’s future revenue growth contributing to above 90%. Priceline’s Booking.com is the current leader globally in online accommodation booking. In Q1 2016, Booking.co...
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What Has Been The Immediate Impact Of The Brexit Decision On The Online Travel Companies?
Stock Price Declines Since June 23rd, stocks of all the major online travel agencies (OTAs) have declined significantly. TripAdvisor and Expedia stocks have both dipped by almost 10%, whereas Priceline stock had fallen by ~14%. The main reaso...
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Why Might TripAdvisor Be An Attractive Acquisition Target For Priceline?
Priceline and Expedia have always been fierce rivals when it comes to gaining a bigger portion of the online travel market. These two OTAs with market capitalization of ~66 billion and $16 billion, respectively, have acquired most of the heavywei...
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Who Relies More On Debt: Priceline Or Expedia?
The analysis reveals that both the online travel giants are reliant on debt to a significant extent. Priceline is comparatively somewhat more reliant on Debt for generating assets and financing growth than Expedia. This makes Priceline’s ea...
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What Percentage of Priceline’s Stock Price Can Be Attributed To Growth?
In this analysis, we quantify the percentage of Priceline’s stock that can be attributed to growth. We know that a stock’s valuation can be highly influenced by future expectations of earnings growth. However, in theory, if a company sees no gro...
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What Is Troubling Priceline Right Now?
Priceline’s merchant model is causing pain to the company right now. Priceline’s domestic business is being hampered by its diminishing opaque business called ‘Name your own price’ model. In the United States, Priceline en...
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Priceline’s Expected Revenue And EBITDA Growth For 2016: Trefis Estimate
Have more questions on Priceline? See the links below. What Is Priceline’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has Priceline’s Revenue And EBITDA Composition Changed Over 2012-2016E? What Is Priceline’s Rev...
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What Does Priceline’s Current Financial Health Signify?
From the above analysis we can conclude that Priceline is in a sound financial state. Priceline’s cash asset ratio is almost 1, suggesting that the company will be able to pay off most of its near term obligations by using just its ca...
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How Did The Bottom Lines Fare Over The Last 5 Years For The Top Online Travel Companies ?
Have more questions on Priceline? See the links below. What Is Priceline’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has Priceline’s Revenue And EBITDA Composition Changed Over 2012-2016E? ...
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How Did The Top Two OTAs Perform In The Car Rentals, Cruises, And Other Segment Over The Last Five Years?
Priceline and Expedia are the top two global online travel companies with 2015 revenues of $9.2 billion and $6.7 billion, respectively. Car rentals, cruises, and other revenues comprise around 0.4% and 11% of our stock price valuation for Priceli...
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How Did The Top Two OTAs Perform In The Advertising And Media Segment Over The Last Five Years?
Priceline and Expedia are the top two global online travel companies with 2015 revenues of $9.2 billion and $6.7 billion, respectively. Advertising and Media comprises around 7% and 6% of our stock price valuation for Priceline and Expedia, respe...
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How Did Priceline’s Different Segments Perform Over The Last Five Years?
Have more questions on Priceline? See the links below. What Is Priceline’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has Priceline’s Revenue And EBITDA Composition Changed Over 2012-2016E? What Is Priceline’s Rev...
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Priceline Q1 2016 Earnings Takeaways
Have more questions on Priceline? See the links below. What Is Priceline’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has Priceline’s Revenue And EBITDA Composition Changed Over 2012-2016E? What Is Priceline’s Rev...