Is EXPE a good stock to buy?
We came across a bullish thesis on Expedia Group, Inc. on r/investing_discussion by Variant_Invest
In this article, we will summarize the bulls’ thesis on EXPE. Expedia Group, Inc.’s share was trading at $231.06 as of June 9th. EXPE’s trailing and forward P/E were 20.41 and 11.72 respectively according to Yahoo Finance.
Expedia Group, Inc. operates as an online travel company in the United States and internationally. EXPE is increasingly being mischaracterized by the market as a consumer travel booking platform, when in reality a growing share of its value is being driven by its higher-margin B2B and advertising infrastructure businesses. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Within its ecosystem, the B2B segment comprising Egencia enterprise travel, the white-label partner network, and its API-driven distribution layer has become the core growth engine, expanding faster than the consumer division while delivering structurally superior margins. Expedia’s travel media network adds another underappreciated growth driver, allowing hotels and airlines to bid for high-intent travelers during the booking process, generating Google-like advertising margins that are not fully reflected in consensus estimates.