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BKNG vs XPO

Booking Holdings Inc. (BKNG) and XPO, Inc. (XPO) are both filed with the SEC under Transportation Services. BKNG is 6.8× XPO's size by market cap ($152.2B against $22.4B); XPO trades at the higher fiscal-year P/E (72.6× against 28.2×); BKNG reports the higher net margin (20.1% against 3.9%); BKNG grew sales faster over three years (+16.3% against +1.9%); and over the past year XPO returned +44.9% against BKNG's -8.3%.

BKNGXPO
Last close$205.63$188.56
Market cap$152.2B$22.4B
P/E (FY)28.2×72.6×
P/S5.7×2.8×
EV/EBITDA16.3×22.6×
Operating margin32.8%8.0%
Net margin20.1%3.9%
Return on equity18.3%
Sales growth (3y)+16.3%+1.9%
EPS growth (3y)+29.4%-22.9%
Dividend yield0.8%
1-year return-8.3%+44.9%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year — FY2025 (ended 2025-12-31) for both. — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.

Who holds them, and who has traded them

BKNGXPO
Institutional holders (13F)1,891668
Insider buyers − sellers (180d)-3-1
Congressional trades disclosed (180d)50
Executive-branch officials on file — trades disclosed (180d)130

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5.

BKNG vs XPO: common questions

Is BKNG bigger than XPO?
BKNG carries the larger market cap — $152.2B against $22.4B, both struck on 2026-08-27.
Which trades at a higher P/E, BKNG or XPO?
XPO, at a fiscal-year 72.6× against 28.2× for BKNG. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have BKNG and XPO performed over the past year?
XPO returned +44.9% and BKNG -8.3%, measured on the trailing calendar year to the last close.
How many institutions hold BKNG and XPO?
1,891 13F filers report a position in BKNG and 668 in XPO, on the latest quarter in the panel.
Are BKNG and XPO in the same industry?
Both are filed with the SEC under Transportation Services, which is the classification this pairing is built on.

BKNG overview · XPO overview · BKNG institutional ownership · XPO institutional ownership · Congress and BKNG · Executive branch and BKNG

More in Transportation Services: BKNG vs EXPE · EXPE vs XPO

Stock comparisons lists every pair this site publishes.

Source: SPZCO — https://spzco.com/vs/bkng-vs-xpo