The two biggest online travel agent companies, Booking Holdings (NASDAQ: BKNG) and Expedia (NASDAQ: EXPE), are sometimes viewed interchangeably by investors. Booking Holdings is the larger of the two, yet together they have consolidated a duopoly in online travel bookings in the U.S. and Europe, with offerings across hotels, plane tickets, home and vacation rentals, rental cars, and other travel products.
When you're looking at the two names, it might seem as though Expedia is clearly the better stock. After all, it not only trades at a lower forward P/E ratio of 16.2 to Booking Holdings' 17.8, but Expedia also seems to be growing faster than Booking at the moment:
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