EXPE vs BABA vs ETSY Stock Comparison

Expedia, Alibaba Group Holding and Etsy Prices as of Oct 29, 2026 Peers: Industry group
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EXPE Expedia Group, Inc.
$282.73 +6.2% 1M +28.7% 1Y
Market cap
$33.92B
P/E
16.7x
Revenue (TTM)
$15.70B
Div. yield
0.01%
Digital Marketplaces Technology
5 wins
BABA Alibaba Group Holding Ltd
$99.51 -7.6% 1M -44.7% 1Y
Market cap
$228.02B
P/E
21.7x
Revenue (TTM)
$150.46B
Div. yield
–
Digital Marketplaces Technology
2 wins
ETSY Etsy Inc
$91.67 +32.4% 1M +40.6% 1Y
Market cap
$8.04B
P/E
8.1x
Revenue (TTM)
$3.01B
Div. yield
–
Digital Marketplaces Technology
4 wins

Head to Head

11 decided of 12

Expedia leads on 5 of the 12 questions below (Expedia 5, Etsy 4, Alibaba Group Holding 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEXPEBABAETSYLeader
Larger companyMarket capitalisation $33.92B $228.02B $8.04B BABA
Cheaper on earningsLower P/E, profitable companies only 16.7x 21.7x 8.1x ETSY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.0x 14.2x 28.8x EXPE
Faster revenue growthRevenue growth, trailing twelve months +12.0% +8.1% +10.8% EXPE
More profitableNet margin, trailing twelve months 13.0% 7.0% 32.8% ETSY
Better return on capitalReturn on invested capital 29.5% 2.4% 17.7% EXPE
Less leveragedLower net debt / EBITDA -0.5x — 1.3x EXPE
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +28.7% -44.7% +40.6% ETSY
Better 5-year returnAnnualised price return, 5 years +11.5%/yr -9.6%/yr -18.2%/yr EXPE
Less volatileAnnualised volatility, 1 year 51.0% 40.2% 49.4% BABA
Higher overall scoreMean of the five percentile scores vs peers 62/100 46/100 67/100 ETSY

Percentile Scorecard

EXPEBABAETSY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEXPEBABAETSY
Valuation 63 #62 of 166 67 #55 of 166 73 #45 of 166
Growth 76 #37 of 153 17 #127 of 153 56 #68 of 153
Profitability 97 #6 of 153 55 #70 of 153 90 #17 of 153
Financial Health 33 #120 of 179 59 #74 of 179 37 #114 of 179
Shareholder Returns 42 #53 of 91 30 #64 of 91 81 #18 of 91
Overall 62 46 67
  • EXPE ranked among 185 companies in Internet Platforms
  • BABA ranked among 185 companies in Internet Platforms
  • ETSY ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEXPEBABAETSYSPY
1 month +6.2%-7.6%+32.4% +0.7%
3 months -3.5%-14.4%+10.4% +3.7%
6 months +13.8%-24.5%+42.5% +7.1%
Year to date -0.2%-32.1%+65.3% +12.8%
1 year +28.7%-44.7%+40.6% +11.9%
3 years +197.8%+19.7%+49.5% +85.2%
3 years, per year +43.9%+6.2%+14.4% +22.8%
5 years +72.0%-39.7%-63.4% +67.6%
5 years, per year +11.5%-9.6%-18.2% +10.9%
10 years +114.8%-2.4%+637.5% +262.0%
10 years, per year +7.9%-0.2%+22.1% +13.7%

Risk

MeasureEXPEBABAETSYSPY
Volatility, 1Y 51.0%40.2%49.4% 12.7%
Downside volatility, 1Y 50.3%35.9%50.7% 12.6%
Beta vs S&P 500, 1Y 0.941.121.06 1.00
Return / volatility, 1Y 0.56-1.110.82 0.94
Max drawdown, 5Y -60.9%-62.9%-86.3% -25.4%
From 52-week high -16.6%-44.7%-0.8% -1.2%
52-week high $339.12$179.97$92.38 $779.14
52-week low $188.51$94.81$44.05 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEXPEBABAETSY
P/E now vs peer median 16.7xmedian 16.7x 21.9xmedian 16.7x 8.5xmedian 16.7x
P/S now vs peer median 2.1xmedian 1.4x 1.5xmedian 1.4x 2.7xmedian 1.4x
EV/EBITDA now vs peer median 9.0xmedian 12.7x —median 12.7x 16.6xmedian 12.7x
P/FCF now vs peer median 7.3xmedian 10.5x 7.0xmedian 10.5x 10.0xmedian 10.5x
P/B now vs peer median 13.1xmedian 1.7x 1.4xmedian 1.7x -11.9xmedian 1.7x
PEG now vs peer median 0.41median 0.39 -15.23median 0.39 0.16median 0.39

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEXPEBABAETSY
Revenue $15.70B $150.46B $3.01B
Gross profit $14.20B $57.45B $2.15B
Operating income $2.51B $4.39B $421.53M
Net income $2.04B $10.08B $987.28M
Free cash flow $4.46B $33.19B $804.21M
R&D $1.28B $10.68B $461.04M
EPS (diluted) $16.61 $4.38 $8.42
Cash & equivalents $6.68B $21.06B $2.07B
Total debt $5.46B $83.76B $2.99B
Shares (diluted) 122.55M 2.40B 117.24M
Enterprise value $9.09B $41.65B $1.61B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEXPEBABAETSY
P/E 16.7x 21.9x 8.5x
P/FCF 7.3x 7.0x 10.0x
P/Operating cash flow 6.2x 20.4x 10.0x
P/S 2.1x 1.5x 2.7x
P/B 13.1x 1.4x -11.9x
P/Tangible book 20.3x 1.4x -11.7x
EV/EBITDA 9.0x – 16.6x
EV/EBIT 12.2x 47.6x 20.7x
EV/Revenue 2.0x 1.4x 2.9x
EV/FCF 6.9x 6.3x 10.9x
EV/Operating cash flow 5.9x 18.5x 10.8x
PEG (3Y EPS CAGR) 0.41 -15.23 0.16

Growth

14 metrics
MetricEXPEBABAETSY
Revenue growth (1Y) 12.0% 8.1% 10.8%
Revenue CAGR (3Y) 8.6% 5.6% 3.5%
Gross profit growth (1Y) 13.0% 0.2% 7.4%
Gross profit CAGR (3Y) 10.3% 6.5% 3.9%
Operating income growth (1Y) 80.0% -77.5% 18.3%
Operating income CAGR (3Y) 27.9% -35.9% 11.5%
Net income growth (1Y) 83.5% -50.0% 442.0%
Net income CAGR (3Y) 31.4% -3.6% 43.5%
EPS growth (1Y) 98.2% -47.9% 477.7%
EPS CAGR (3Y) 41.0% -1.4% 51.9%
Operating cash flow growth (1Y) 87.8% -45.8% 14.1%
Operating cash flow CAGR (3Y) 18.6% -27.8% 4.9%
Free cash flow growth (1Y) 123.3% -8.5% 16.2%
Free cash flow CAGR (3Y) 24.3% -0.6% 5.1%

Profitability

14 metrics
MetricEXPEBABAETSY
Gross margin 90.4% 38.2% 71.3%
EBITDA margin 21.7% – 17.4%
Operating margin 16.0% 2.9% 14.0%
Pretax margin 15.5% 9.7% 15.5%
Net margin 13.0% 7.0% 32.8%
FCF margin 28.4% 22.1% 26.7%
Operating cash flow margin 33.2% 7.5% 26.9%
Return on equity 94.7% 6.2% –
Return on assets 7.3% 3.6% 33.0%
Return on invested capital 29.5% 2.4% 17.7%
Return on capital employed 33.9% 2.1% 47.5%
Asset turnover 0.6x 0.5x 1.1x
Cash conversion (OCF / net income) 2.6x 1.1x 0.8x
Stock comp / revenue 2.6% 1.1% 7.7%

Financial Health

11 metrics
MetricEXPEBABAETSY
Debt / assets 18.8% 7.5% 94.3%
Debt / equity 2.2x 0.1x -4.4x
Net debt / EBITDA -0.5x – 1.3x
Debt / FCF 1.2x 0.6x 3.7x
Liabilities / assets 91.5% 43.6% 121.4%
Equity / assets 8.5% 56.4% -21.4%
Interest coverage 7.1x 3.2x 18.7x
Current ratio 0.8x 1.4x 1.4x
Quick ratio 0.6x 0.6x 1.3x
Cash ratio 0.4x 0.6x 1.2x
Altman Z-score 1.51 2.29 1.88

Shareholder Returns

7 metrics
MetricEXPEBABAETSY
Dividend yield 0.7% 1.1% –
Net buyback yield 5.8% – 11.2%
Shareholder yield 6.4% 1.1% 11.2%
Payout ratio (earnings) 10.5% – –
Payout ratio (FCF) 4.8% – –
Dividend growth (1Y) 109.8% – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEXPEBABAETSY
Forward P/E 14.0xFY2026 14.2xFY2026 28.8xFY2026
EPS, next fiscal year $20.20FY2026 $7.02FY2026 $3.18FY2026
EPS growth, next FY +27.4%FY2026 +80.9%FY2026 +128.8%FY2026
EPS growth, the year after +16.4% +22.8% +34.6%
Revenue, next fiscal year $16.58BFY2026 $174.00BFY2026 $2.94BFY2026
Revenue growth, next FY +12.5%FY2026 +17.3%FY2026 +2.0%FY2026
Revenue growth, the year after +1.5% +14.7% -3.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEXPEBABAETSY
Held by institutions 100.0% 10.1% 100.0%
Institutions holding 1,119 1,219 557
Change in shares held, QoQ +7.8% -5.4% +0.0%
Institutions buying 602 556 283
Institutions selling 362 421 184
Buyers to sellers 1.66 1.32 1.54

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EXPEBABAETSY
EXPE 1.00 0.10 0.42
BABA 0.10 1.00 0.05
ETSY 0.42 0.05 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EXPE, BABA and ETSY?

Alibaba Group Holding (BABA) is the largest by market capitalisation: Expedia (EXPE) $33.92B, Alibaba Group Holding (BABA) $228.02B, Etsy (ETSY) $8.04B.

Which stock is cheaper, EXPE, BABA and ETSY?

Etsy (ETSY) trades on the lowest price-to-earnings ratio (Expedia (EXPE) 16.7x, Alibaba Group Holding (BABA) 21.7x, Etsy (ETSY) 8.1x). On next year's consensus earnings, Expedia (EXPE) is cheapest (Expedia (EXPE) 14.0x, Alibaba Group Holding (BABA) 14.2x, Etsy (ETSY) 28.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Expedia (EXPE) grew revenue fastest over the trailing twelve months: Expedia (EXPE) +12.0%, Alibaba Group Holding (BABA) +8.1%, Etsy (ETSY) +10.8%.

Which company is more profitable?

Etsy (ETSY) has the highest net margin (Expedia (EXPE) 13.0%, Alibaba Group Holding (BABA) 7.0%, Etsy (ETSY) 32.8%). On return on invested capital, Expedia (EXPE) leads (Expedia (EXPE) 29.5%, Alibaba Group Holding (BABA) 2.4%, Etsy (ETSY) 17.7%).

Which stock has performed better?

Over the past year Etsy (ETSY) returned the most: Expedia (EXPE) +28.7%, Alibaba Group Holding (BABA) -44.7%, Etsy (ETSY) +40.6%. Over five years, Expedia (EXPE) compounded fastest (Expedia (EXPE) +11.5%/yr, Alibaba Group Holding (BABA) -9.6%/yr, Etsy (ETSY) -18.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Expedia (EXPE) 0.01%, Alibaba Group Holding (BABA) 0.00%, Etsy (ETSY) 0.00%. Alibaba Group Holding (BABA) and Etsy (ETSY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Alibaba Group Holding (BABA) has been the steadiest (Expedia (EXPE) 51.0%, Alibaba Group Holding (BABA) 40.2%, Etsy (ETSY) 49.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EXPE, BABA and ETSY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Expedia (EXPE) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.