Booking Holdings Inc. (BKNG) vs Discover Financial Services (DFS)
A side-by-side comparison of Booking Holdings Inc. and Discover Financial Services across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.
Different business models: BKNG is classified in Consumer Cyclical; DFS is classified in Financial Services. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
BKNG
Booking Holdings Inc.
$199.31Consumer CyclicalDelayed quote: Jul 28, 2026, 4:00 PM EDT
DFS
Discover Financial Services
$200.05Financial ServicesAt close: May 16, 2025, 4:00 PM ET
Total return — BKNG vs DFS
growth of $100 · dividends reinvested · last 18yBKNG +8580.1%DFS +852.4%BKNG compounded faster
Log scale — wide-divergence pair
BKNG DFS
BKNG vs DFS: by the numbers
- •BKNG is the larger company ($154.44B vs $50.34B market cap).
- •DFS trades at the lower trailing earnings multiple (10.67 vs 24.63 P/E), one valuation lens rather than an overall verdict.
- •BKNG converts more revenue to profit (22.23% vs 21.65% net margin).
- •BKNG grew revenue faster over the past five years (37.43% vs 13.84% CAGR).
- •DFS pays the higher dividend yield (1.40% vs 0.86%).
Metrics side by side
Valuation
| Metric | BKNG | DFS |
|---|---|---|
| P/E ratio | 24.63 | 10.67 |
| Forward P/E | 17.87 | 12.59 |
| P/S ratio | 5.36 | 2.28 |
| P/B ratio | N/A | 2.66 |
| PEG ratio | 0.16 | 0.15 |
| EV / EBITDA | 14.82 | N/A |
| FCF yield | 6.09% | N/A |
Profitability
| Metric | BKNG | DFS |
|---|---|---|
| Gross margin | 100.00% | 89.46% |
| Operating margin | 34.28% | 88.29% |
| Net margin | 22.23% | 21.65% |
| ROE | -96.88% | 25.29% |
| ROIC | 50.82% | 32.48% |
Dividends
| Metric | BKNG | DFS |
|---|---|---|
| Dividend yield | 0.86% | 1.40% |
| Payout ratio | 24.14% | 15.81% |
Growth (annualized)
| Metric | BKNG | DFS |
|---|---|---|
| Revenue CAGR (5Y) | 37.43% | 13.84% |
| EPS CAGR (5Y) | 158.62% | 14.26% |
| FCF CAGR (5Y) | 39.83% | N/A |
| Total return CAGR (5Y) | 17.66% | 42.63% |
Frequently asked
- Which has the lower trailing P/E, BKNG or DFS?
- DFS has the lower trailing P/E: BKNG trades at 24.63 and DFS at 10.67. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, BKNG or DFS?
- Over the past five years, BKNG grew revenue faster — BKNG at a 37.43% CAGR versus DFS at 13.84%.
- Does BKNG or DFS pay a bigger dividend?
- BKNG yields 0.86% and DFS yields 1.40% based on trailing dividends and the latest price.
- Is BKNG or DFS more profitable?
- BKNG runs the higher net margin — BKNG at 22.23% versus DFS at 21.65%.
- How have BKNG and DFS total returns compared?
- Over the past 10 years, BKNG delivered 14.24% and DFS delivered 15.34% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Booking P/E ratioDiscover Financial Services P/E ratioBooking dividend yieldDiscover Financial Services dividend yieldBooking ROEDiscover Financial Services ROEBooking operating marginDiscover Financial Services operating marginBooking revenue growthDiscover Financial Services revenue growthBooking free cash flowDiscover Financial Services free cash flow
Booking & Discover Financial Services appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 28, 2026.