Booking Holdings Inc vs FTAI Aviation Ltd — how do they compare? Booking Holdings Inc trades at $211.98 (market cap $159.95B), while FTAI Aviation Ltd trades at $229.32 (market cap $23.17B). The key difference: Booking Holdings Inc is far larger — about 6.9× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays the higher dividend (0.89%). Which is the better fit depends on your goals.
| BKNG | FTAI | |
|---|---|---|
Market Cap | $159.95B | $23.17B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $228.83 | $310.04 |
52-Week Low | $154.13 | $140.40 |
Enterprise Value | $163.43B | $26.29B |
Dividend Yield | 0.79% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Booking Holdings (BKNG) trades at $211.73, down 0.54% today, with a bullish technical signal from moving averages but overbought RSI readings. The company reported strong Q2 2026 earnings, beating EPS estimates at $2.54 versus $2.43 expected, driven by resilient travel demand. Revenue grew to $26.92B in 2025, with a net income margin of 25.53%, while cash flow from operations remains robust at $9.41B. Analyst consensus is strongly bullish with a $239.31 price target.
Outlook is positive given earnings beats and travel recovery, but risks include geopolitical volatility and high valuation multiples. The stock offers growth potential with a wide moat in online travel, though debt levels and competitive pressures warrant monitoring. Institutional sentiment supports upside, with 64% of analysts rating it Buy.
FTAI Aviation trades at $229.92, up 6.94% today, with a neutral technical signal and bearish moving averages. Recent earnings missed expectations for three consecutive quarters, though revenue grew to $2.51B in 2025. The company announced a strategic investor relations transition and a significant $1.465B turbine order, signaling operational momentum. Valuation ratios remain elevated, with a P/E of 49.26 and P/B of 57.36, reflecting high growth expectations.
The outlook is mixed: strong analyst consensus (100% buy ratings, $341.67 target) and institutional accumulation support upside, but earnings misses and declining net margins pose risks. Key opportunities include power segment growth and data center demand, while execution on guidance and profitability trends are critical watchpoints for investors.
Trailing returns across standard periods
Booking is the world's largest online travel agency by revenue, offering booking and payment services for hotel and alternative accommodation rooms, airline tickets, rental cars, restaurant reservations, cruises, experiences, and other vacation packages. The company operates a number of branded travel booking sites, including Booking.com, Agoda, OpenTable, and Rentalcars.com, and has expanded into travel media with the acquisitions of Kayak and Momondo. Transaction fees for online bookings account for the bulk of revenue and profits.
Read more on BKNG →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →