NASDAQ · EXPE
Expedia Group, Inc.
Consumer Cyclical · Travel Services
$285.93▲ 1.13% ($3.20)at close
After hours$285.71▼ 0.08%7:58 PM ET
Valuation
Revenue & margin DCF
Verdict: cheap. Price below all scenarios.
The price needs 0.8% revenue growth a year for 10 years. Our scenarios assume 5.5–9.6%.
That's below its past 4-year pace of 14.4%.
Value per share
Base case
$523.14
Price used $285.93 is 45% below this
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $15.7B. The price needs $17B by 2036. Base case: $32.8B. At its recent pace: $60.3B. Bear to Bull: $26.9B to $39.1B.
Revenue today $15.7B. The price needs $17B by 2036. Base case: $32.8B. At its recent pace: $60.3B. Bear to Bull: $26.9B to $39.1B.
Revenue in 2036
today $15.7B
−$15.8Bless than the Base case
Value per share · Base case
$523.14
Price $285.93
45% below this
- 10-yr revenue CAGR
- 7.7%
- Ending operating margin
- 21.8%
- Discount rate
- 9.9%
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 29.69% over the last year. Revenue grew 12% over the trailing twelve months. Operating margin moved from 10.45% to 18.79%. Free cash flow grew 96.88% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 18th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 18.79%. Revenue grew 12% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Expedia Group, Inc. operates as a leading online travel company, serving customers both within the United States and across international markets.
Market multiples
Stock splits
Every 2 shares became 1
Profitability & growth
Analyst consensus
36
Buy
38
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $8.85 · Revenue est $4.7B
Same quarter, year over year
FY26 YTD +66.4%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $7.72 vs $4.64 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $15.99
- +36.8%
- FY24
- $11.69
- —
n/m: last year’s figure was zero, a loss or too small to compare against
Q2 FY26
Reported Aug 5, 2026 · Latest
HoverTap a cell to inspect
Actual
$5.76
Estimate
$5.22
Year over year
+35.8%
Vs prior quarter
+193.9%
Institutional Sentiment
Expedia Group, Inc. · EXPE
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.