Emerald Expositions Events (NYSE:EEX) and Booking (NASDAQ:BKNG) are both consumer discretionary companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, earnings, analyst recommendations, dividends, institutional ownership and profitability.

Profitability

This table compares Emerald Expositions Events and Booking’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Emerald Expositions Events 29.62% 12.68% 6.10%
Booking 19.81% 26.87% 11.35%

Insider & Institutional Ownership

35.7% of Emerald Expositions Events shares are held by institutional investors. Comparatively, 91.9% of Booking shares are held by institutional investors. 5.3% of Emerald Expositions Events shares are held by company insiders. Comparatively, 0.2% of Booking shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Dividends

Emerald Expositions Events pays an annual dividend of $0.29 per share and has a dividend yield of 2.0%. Booking does not pay a dividend. Emerald Expositions Events pays out 26.1% of its earnings in the form of a dividend.

Volatility & Risk

Emerald Expositions Events has a beta of 0.05, indicating that its stock price is 95% less volatile than the S&P 500. Comparatively, Booking has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500.

Valuation & Earnings

This table compares Emerald Expositions Events and Booking’s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Emerald Expositions Events $341.70 million 3.05 $81.80 million $1.11 12.82
Booking $12.68 billion 6.58 $2.34 billion $77.03 23.40

Booking has higher revenue and earnings than Emerald Expositions Events. Emerald Expositions Events 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 current ratings and target prices for Emerald Expositions Events and Booking, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Emerald Expositions Events 2 5 1 0 1.88
Booking 0 10 17 0 2.63

Emerald Expositions Events presently has a consensus price target of $14.29, suggesting a potential upside of 0.39%. Booking has a consensus price target of $2,157.57, suggesting a potential upside of 19.72%. Given Booking’s stronger consensus rating and higher possible upside, analysts clearly believe Booking is more favorable than Emerald Expositions Events.

Summary

Booking beats Emerald Expositions Events on 13 of the 16 factors compared between the two stocks.

Emerald Expositions Events Company Profile

Emerald Expositions Events, Inc. operates business-to-business (B2B) trade shows in the United States. The company operates trade shows in various industry sectors, including gift, home and general merchandise; sports; design and construction; technology; jewelry; and others comprising photography, food, healthcare, industrials, and military. It also operates events across various formats, such as B2B conferences, hosted buyer events, B2C events, summits, awards, and luxury private sales. The company was founded in 2013 and is headquartered in San Juan Capistrano, California.

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).

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