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Expedia Group EXPE

Expedia Group scores good on business quality (6.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$274.22Oct 9, 2026
Business qualityGood
Next earningsNov 4, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Expedia Group does

    Expedia operates online travel platforms like Expedia, Hotels.com, and Vrbo, charging booking commissions from lodging providers and travelers. The business is pushing hard into its unified One Key loyalty program to drive repeat bookings across brands.

  2. What it does best

    Expedia holds a top-decile gross margin of 90.4%, beating peers like Airbnb at 72.4% due to its heavy reliance on high-margin B2B and advertising revenue streams.

  3. The main risk

    A high debt-to-equity ratio of 4.8 leaves the balance sheet vulnerable if consumer travel demand suddenly stalls or macroeconomic pressures mount.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin stands at 17.4% with a free cash flow margin in the 98th sector percentile, expanding as scale and B2B segments drive efficiency.

MoatStrong

Network effects lock in a massive base of consumers and lodging providers, backed by a gross margin ranking in the 100th sector percentile.

GrowthSteady

Revenue grew 7.6% to $15.7B, continuing a steady multi-year recovery visible across annual history summaries.

Financial healthWeak

Debt-to-equity sits at 4.8 while interest coverage is 7.7x, leaving limited room for error. Free cash flow reached $4.5B, showing strong generation that is getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

3 sold $3.9M outside pre-planned sales.

Our sealed record on EXPE

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is EXPE a good business?

Expedia Group scores good on the Cluenex quality check (6.2 of 10), measured against its own industry. Profitability is strong, moat strong, growth steady and financial health weak.

Are insiders buying EXPE?

In the last 90 days of SEC Form 4 filings: 3 sold $3.9M outside pre-planned sales.

When does EXPE report earnings?

Nov 4, 2026.

For members

See EXPE today

  • Today's verdict on EXPE, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Expedia Group (EXPE)”, https://cluenex.com/stocks/expe/, data as of Oct 10, 2026.