Head to Head Analysis: Booking (BKNG) & FleetCor Technologies (FLT)

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Booking (NASDAQ:BKNG) and FleetCor Technologies (NYSE:FLT) are both large-cap retail/wholesale companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, profitability, valuation, analyst recommendations, risk, institutional ownership and dividends.

Institutional and Insider Ownership

92.1% of Booking shares are owned by institutional investors. Comparatively, 98.2% of FleetCor Technologies shares are owned by institutional investors. 0.2% of Booking shares are owned by insiders. Comparatively, 5.4% of FleetCor Technologies shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Profitability

This table compares Booking and FleetCor Technologies’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Booking 20.07% 24.74% 11.02%
FleetCor Technologies 35.50% 23.23% 7.32%

Volatility and Risk

Booking has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500. Comparatively, FleetCor Technologies has a beta of 1.46, meaning that its stock price is 46% more volatile than the S&P 500.

Valuation & Earnings

This table compares Booking and FleetCor Technologies’ top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Booking $12.68 billion 6.87 $2.34 billion $77.03 23.83
FleetCor Technologies $2.25 billion 7.28 $740.20 million $7.88 23.51

Booking has higher revenue and earnings than FleetCor Technologies. FleetCor Technologies is trading at a lower price-to-earnings ratio than Booking, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of recent ratings for Booking and FleetCor Technologies, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Booking 0 12 14 0 2.54
FleetCor Technologies 0 1 9 0 2.90

Booking currently has a consensus price target of $2,140.86, suggesting a potential upside of 16.60%. FleetCor Technologies has a consensus price target of $231.56, suggesting a potential upside of 25.00%. Given FleetCor Technologies’ stronger consensus rating and higher possible upside, analysts plainly believe FleetCor Technologies is more favorable than Booking.

Booking Company Profile

Booking Holdings Inc, formerly The Priceline Group Inc., is a provider of travel and restaurant online reservation and related services. The Company, through its online travel companies (OTCs), connects consumers wishing to make travel reservations with providers of travel services across the world. It offers consumers an array of accommodation reservations (including hotels, bed and breakfasts, hostels, apartments, vacation rentals and other properties) through its Booking.com, priceline.com and agoda.com brands. Its other brands include KAYAK, Rentalcars.com and OpenTable, Inc. (OpenTable). As of December 31, 2016, Booking.com offered accommodation reservation services for over 1,115,000 properties in over 220 countries and territories on its various Websites and in over 40 languages, which included over 568,000 vacation rental properties (updated property counts were available on the Booking.com Website).

FleetCor Technologies Company Profile

FleetCor Technologies, Inc. provides commercial payment solutions in North America, Latin America, Europe, and Australasia. The company offers fuel payment solutions to businesses and government entities that operate vehicle fleets, as well as to oil and leasing companies, and fuel marketers. Its fuel payment products are in the form of plastic cards, electronic RFID tags, and paper vouchers to purchase fuel, oil, vehicle maintenance supplies and services, and building supplies. The company also provides lodging payment solutions to businesses that have employees who travel overnight for work purposes. In addition, it offers electronic toll and parking payments products to businesses and consumers in the form of RFID tags affixed to vehicles' windshields; and prepaid paper vouchers as a means of payment on toll roads. Further, the company provides corporate payments solutions with vertical-specific applications, which enable its customers to manage and control electronic payments across their enterprise, optimize corporate spending, and offer innovative services that enhance employee efficiency and customer loyalty. Its primary corporate payments products include virtual cards, purchasing cards, travel and entertainment cards, payroll cards, and cross-border payment facilitation. Additionally, it offers gift card product management and processing services, such as card design, production and packaging, delivery and fulfillment, card and account management, transaction processing, promotion development and management, Website design and hosting, program analytics, and card distribution channel management. The company also provides vehicle maintenance, employee benefit payment, and long haul transportation-related services. The company markets its products and services through field sales, telesales, direct marketing, point-of-sale marketing, and the Internet. FleetCor Technologies, Inc. was founded in 1986 and is headquartered in Peachtree Corners, Georgia.

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