From The Motley Fool · Brendan Coffey · · 1m 30s
Booking Holdings vs. GameStop: 2027 Stock Pick
Booking Holdings' strong growth and valuation make it the better 2027 consumer stock choice over GameStop.
In brief
Booking Holdings' strong growth and valuation make it the better 2027 consumer stock choice over GameStop. Booking Holdings offers higher growth and better valuation for 2027 than GameStop despite GameStop's retail pivot. Originally reported by The Motley Fool.
Stock Comparison
Booking Holdings and GameStop are consumer stocks with different growth paths for 2027 investors.
Booking Holdings Metrics
Booking Holdings has a $120 billion market cap, 97.38% gross margin, $9.1 billion free cash flow, and 1.02% dividend yield.
GameStop Metrics
GameStop has a $13 billion market cap, 37.89% gross margin, $597.3 million free cash flow, and no dividend.
Booking Growth
Booking Holdings' revenue grew 8% to $28.1 billion in 2026 with net income rising 50% to $7.2 billion.
GameStop Growth
GameStop's revenue declined 7.7% to $3.6 billion in 2026 with net income at $893.3 million.
Booking's Business Model
Booking Holdings shifted from agency to merchant model, increasing margins while reducing reliance on Google for traffic.
GameStop's Pivot
GameStop is focusing on collectibles, with 45% of sales from collectibles versus 23% in 2025.
Booking's Financial Strength
Booking Holdings has $16 billion cash, a $20 billion share buyback program, and $9.1 billion free cash flow.
GameStop's Strategy
GameStop is pursuing eBay partnerships and focusing on collectibles while managing risks from hardware dependencies.
2027 Outlook
Booking Holdings is expected to grow revenue 9% to $29.3 billion with net income rising 50% to $8.1 billion.
The essence
Booking Holdings offers higher growth and better valuation for 2027 than GameStop despite GameStop's retail pivot.
