Latest Articles
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How Do we Expect Expedia’s Car Rental And Cruise Business To Grow?
Expedia’s car rentals, cruises, and other division is the second largest division in terms of revenue contribution (~12%) to the company. The segment makes up around 10% of our stock price valuation for Expedia. Expedia acquired French car ...
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How Do We Expect Expedia’s Hotels Division To Trend?
Expedia’s hotels division contributes around 70% of its revenues and around 78% of our stock price valuation for the company. Being the second largest online travel agency (OTA) in terms of revenues, Expedia has one of the most extensive ne...
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Expedia’s Second Quarter Growth Was Undermined By Integration Issues Of Its Acquired Entities
Though Expedia’s Q2 2016 results beat analyst estimates in terms of profit, the company’s revenues fell short of expectations which was mostly a result of the room night decline to 20% (as against 35% in Q2 2015). Expedia’s netw...
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Expedia’s Q2 2016 Earnings Preview
Expedia’s Q2 2016 earnings results are slated to be released on July 28th. Below we give our expectations for the quarter along with highlights for the year so far. Highlights For The Company So Far In 2016 Post its eLong divestiture...
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Where Might Expedia Be Looking For Acquisition Opportunities Currently?
Expedia might be looking for acquisition targets, particularly in the corporate travel sector this time. At a recent conference, Expedia’s CEO Dara Khosrowshahi hinted on those lines by mentioning that he does see opportunities of consolida...
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How Rapidly Is Expedia’s Car Rentals, Cruises, And Other Segment Growing?
Car rentals, cruises, and other contribute around 12% of Expedia’s revenue. The segment is growing solidly post Expedia’s acquisition of French car rental company, Auto Escape, in June 2014. The acquisition increased its exposure to t...
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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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How Do We Expect Expedia’s Hotel Business To Grow In The Next 5 Years?
Expedia’s hotel business contributes to around 70% of its revenues and this percentage is expected to increase to almost 80% by the end of our review period. We expect Expedia’s hotel revenues to rise by about 129% over the next 5 yea...
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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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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 Expedia’s Stock Price Can Be Attributed To Growth?
In this analysis, we quantify the percentage of Expedia’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 growt...
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Expedia’s Expected Revenue And EBITDA Growth For 2016: Trefis Estimate
Have more questions on Expedia? See the links below. Top 3 U.S. OTAs: A Comparison Of Operating Margins What Drove Expedia’s Revenue And EBITDA Growth Over The Last Five Years? What Is Expedia’s Fundamental Value On The Basis Of Its Fore...
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How Does Expedia’s Financial State Currently Look?
From the above analysis we can conclude that Expedia’s current financial health is not too robust. Expedia’s cash asset ratio is almost 0.3, suggesting that the company doesn’t have enough cash to pay off most of its near t...
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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...
