Booking Holdings Inc vs Shopify Inc. — how do they compare? Booking Holdings Inc trades at $182.48 (market cap $135.49B), while Shopify Inc. trades at $123.88 (market cap $163.09B). The key difference: Shopify Inc. is the larger of the two by market cap, and Booking Holdings Inc pays a 0.92% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| BKNG | SHOP | |
|---|---|---|
Market Cap | $135.49B | $163.09B |
Sector | Consumer Cyclical | Technology |
52-Week High | $231.02 | $179.01 |
52-Week Low | $154.13 | $95.40 |
Enterprise Value | $138.41B | $157.53B |
Dividend Yield | 0.92% | — |
Signals from Pluang's Aura AI — not financial advice
Booking Holdings (BKNG) trades at $175.80, down 1.45% on the day, with a bearish technical signal but strong fundamentals including a 22.23% net income margin and consistent revenue growth. Recent earnings show mixed results with a Q1 2026 beat but a Q4 2025 miss, while analyst consensus remains strongly bullish with a $220.88 price target. The company maintains robust cash flow from operations at $9.41B for 2025 and continues to innovate in travel services, as highlighted by recent OpenTable initiatives.
The outlook for BKNG is positive based on solid profitability and growth prospects, though risks include high debt levels with a 64.02% debt-to-asset ratio and competitive pressures. Investment opportunity lies in its dominant market position and earnings potential, but investors should monitor execution risks and macroeconomic factors affecting travel demand.
Shopify (SHOP) trades at $124.74, up 1.8% today, with a bullish technical outlook and strong analyst support. The stock shows robust revenue growth, reaching $11.56B in 2025, though valuation multiples like P/E of 122.29 remain elevated. Recent news highlights AI-driven commerce upgrades and a consensus price target of $150.08, indicating potential upside from current levels.
Outlook is positive with accelerating operating cash flow and AI expansion opportunities, but high valuations and competitive pressures pose risks. Institutional sentiment is strongly bullish, with 66.7% buy ratings, though investors should monitor earnings consistency after a recent miss.
Trailing returns across standard periods
Latest headlines on both assets
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →