Compare Stocks › EXPE vs NOW
Expedia Group, Inc. (EXPE) vs ServiceNow, Inc. (NOW)
EXPE
Expedia Group, Inc.
$248.57
VS
NOW
ServiceNow, Inc.
$93.50
Rewards
EXPE
- ★Expedia Group, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Gross margin of 90.1% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Expedia Group, Inc. scores 89/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
NOW
- ★Gross margin of 76.6% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 27.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $3.22 of earning power — management is an exceptional capital allocator.
Risks
EXPE
- ⚠High leverage (2.55x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
- ⚠Altman Z-Score of 1.72 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠8 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
NOW
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 5.3% suggests reasonable valuation assuming continued moderate growth.
- ⚠PEG ratio of 24.20 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
Key Valuation Metrics
Learn more →EXPE
NOW
Valuation
$2.93B
Free Cash Flow
$5.11B
9.83%
FCF Yield
5.30%
25.31
Trailing P/E
55.65
10.85
Forward P/E
18.69
Quality & Moat
19.91%
ROIC
10.39%
50.80%
ROE
14.90%
90.12%
Gross Margin
76.56%
0.89
PEG Ratio
24.20
Balance Sheet Safety
2.55
Debt / Equity
0.21
N/A
Interest Coverage
N/A
0.33
Net Debt / EBITDA
-0.95
0.67%
Dividend Yield
N/A
EXPE: 7Ties: 1NOW: 3
EXPENOW
Historical Fundamentals
Learn more →EXPE
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
NOW
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →EXPE
$6.81
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$3.13B
Δ Market Cap
+$21.28B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
NOW
$16.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.90B
Δ Market Cap
+$81.66B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →EXPE
41.5% Margin of Safety
Price is 41.5% below estimated fair value
Current Price: $248.57
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $424.57
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
NOW
12.5% Overvalued
Price is 12.5% above estimated fair value
Current Price: $93.50
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $83.12
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →EXPE
What growth rate is the market pricing in at $249?
+10.0%
Market-Implied Owner Earnings Growth
Standard FCF implies -1.3%
The market implies +10.0% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding -1.3%, reflecting heavy growth investment expected to generate future returns.
NOW
What growth rate is the market pricing in at $94?
+21.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +6.5%
The market implies +21.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +6.5%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →EXPE
89/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
NOW
61/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →EXPE
-2.74
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
NOW
-2.87
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →EXPE
Insiders 0.6%Institutions 104.5%
No. of Institutional Holders1,536
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
NOW
Insiders 0.2%Institutions 90.5%Retail & Other 9.3%
No. of Institutional Holders3,112
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →EXPE
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
NOW
1
Buys (3M)
1
Buys (12M)
Total value (12M): $3.00M
MCDERMOTT WILLIAM R
Chief Executive Officer
$3.00M
@ $104.60 · 2026-02-27
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →EXPE
1
Sells (3M)
8
Sells (12M)
Total value (12M): $5.33M
DZIELAK ROBERT J
Officer
$1.82M
@ $220.82 · 2026-03-04
BANERJEE MADHUMITA MOINA
Director
$258,000
@ $258.00 · 2025-12-01
SOLIDAY LANCE A
Officer
$219,932
@ $256.93 · 2025-11-25
SOLIDAY LANCE A
Officer
$210,620
@ $248.08 · 2025-11-21
JACOBSON CRAIG A
Director
$814,650
@ $271.55 · 2025-11-13
SOLIDAY LANCE A
Officer
$175,412
@ $205.88 · 2025-08-20
JACOBSON CRAIG A
Director
$623,329
@ $207.78 · 2025-08-19
DZIELAK ROBERT J
Officer
$1.21M
@ $202.95 · 2025-08-13
SOLIDAY LANCE A
Officer
$132,098
@ $191.17 · 2025-03-04
KHOSROWSHAHI DARA
Director
$1.96M
@ $196.27 · 2025-03-03
DZIELAK ROBERT J
Officer
$1.03M
@ $205.70 · 2025-02-19
DZIELAK ROBERT J
Officer
$988,407
@ $203.00 · 2025-02-12
KHOSROWSHAHI DARA
Director
$1.70M
@ $169.79 · 2025-02-03
KHOSROWSHAHI DARA
Director
$1.85M
@ $185.15 · 2025-01-02
KHOSROWSHAHI DARA
Director
$1.85M
@ $184.66 · 2024-12-02
SOLIDAY LANCE A
Officer
$135,189
@ $185.95 · 2024-11-22
DZIELAK ROBERT J
Officer
$1.01M
@ $183.24 · 2024-11-22
SOLIDAY LANCE A
Officer
$1.27M
@ $181.99 · 2024-11-14
GORIN ARIANE
Chief Executive Officer
$10.37M
@ $181.14 · 2024-11-12
KHOSROWSHAHI DARA
Director
$1.57M
@ $156.87 · 2024-11-01
KHOSROWSHAHI DARA
Director
$1.50M
@ $150.18 · 2024-10-04
KHOSROWSHAHI DARA
Director
$1.50M
@ $150.21 · 2024-09-27
SOLIDAY LANCE A
Officer
$770,454
@ $134.58 · 2024-08-19
DZIELAK ROBERT J
Officer
$729,138
@ $134.60 · 2024-08-19
DZIELAK ROBERT J
Officer
$6.05M
@ $131.94 · 2024-08-15
SOLIDAY LANCE A
Officer
$61,679
@ $113.38 · 2024-06-03
JACOBSON CRAIG A
Director
$757,657
@ $112.71 · 2024-05-15
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
NOW
5
Sells (3M)
48
Sells (12M)
Total value (12M): $28.54M
CANNEY JACQUELINE P
Officer
$799,868
@ $89.60 · 2026-04-24
FIPPS PAUL
Officer
$376,142
@ $101.77 · 2026-02-23
FIPPS PAUL
Officer
$1.02M
@ $105.93 · 2026-02-18
MCBRIDE KEVIN THOMAS
Officer
$147,994
@ $105.71 · 2026-02-13
CHAMBERLAIN PAUL EDWARD
Director
$151,755
@ $101.17 · 2026-02-12
MASTANTUONO GINA
President
$352,750
@ $850.00 · 2025-12-05
JACKSON LAWRENCE
Director
$214,708
@ $810.22 · 2025-11-28
MASTANTUONO GINA
President
$336,936
@ $808.00 · 2025-11-28
CHAMBERLAIN PAUL EDWARD
Director
$242,400
@ $808.00 · 2025-11-28
FIPPS PAUL
Officer
$249,353
@ $817.55 · 2025-11-18
ELMER RUSSELL S.
General Counsel
$160,155
@ $838.51 · 2025-11-18
CANNEY JACQUELINE P
Officer
$200,549
@ $839.12 · 2025-11-18
TZITZON NICHOLAS
Officer
$431,736
@ $827.08 · 2025-11-18
MCBRIDE KEVIN THOMAS
Officer
$235,894
@ $842.48 · 2025-11-14
ELMER RUSSELL S.
General Counsel
$52,848
@ $852.39 · 2025-11-13
CANNEY JACQUELINE P
Officer
$56,257
@ $852.38 · 2025-11-13
ELMER RUSSELL S.
General Counsel
$164,997
@ $863.86 · 2025-11-10
CANNEY JACQUELINE P
Officer
$222,012
@ $863.86 · 2025-11-10
SANDS ANITA M
Director
$1.00M
@ $915.11 · 2025-08-29
MCDERMOTT WILLIAM R
Chief Executive Officer
$5.34M
@ $916.63 · 2025-08-28
FIPPS PAUL
Officer
$1.30M
@ $895.32 · 2025-08-20
ELMER RUSSELL S.
General Counsel
$1.50M
@ $884.26 · 2025-08-20
MCDERMOTT WILLIAM R
Chief Executive Officer
$1.43M
@ $900.00 · 2025-08-19
MASTANTUONO GINA
President
$1.53M
@ $866.45 · 2025-08-18
CANNEY JACQUELINE P
Officer
$1.35M
@ $866.45 · 2025-08-18
TZITZON NICHOLAS
Officer
$1.49M
@ $866.45 · 2025-08-18
MCBRIDE KEVIN THOMAS
Officer
$238,496
@ $851.77 · 2025-08-15
CHAMBERLAIN PAUL EDWARD
Director
$258,000
@ $860.00 · 2025-08-14
MASTANTUONO GINA
President
$72,288
@ $860.57 · 2025-08-13
CANNEY JACQUELINE P
Officer
$57,658
@ $860.57 · 2025-08-13
MASTANTUONO GINA
President
$256,490
@ $878.39 · 2025-08-08
CANNEY JACQUELINE P
Officer
$225,746
@ $878.39 · 2025-08-08
JACKSON LAWRENCE
Director
$749,805
@ $990.50 · 2025-07-29
CANNEY JACQUELINE P
Officer
$341,631
@ $965.06 · 2025-07-16
SANDS ANITA M
Director
$250,950
@ $1050.00 · 2025-07-03
MCBRIDE KEVIN THOMAS
Officer
$283,310
@ $1011.82 · 2025-06-03
SANDS ANITA M
Director
$250,267
@ $1009.14 · 2025-06-02
MCDERMOTT WILLIAM R
Chief Executive Officer
$2.07M
@ $1012.01 · 2025-05-30
CANNEY JACQUELINE P
Officer
$147,900
@ $1020.00 · 2025-05-30
TZITZON NICHOLAS
Officer
$1.19M
@ $1020.00 · 2025-05-30
BRIGGS TERESA
Director
$216,913
@ $1013.61 · 2025-05-27
SANDS ANITA M
Director
$433,825
@ $1013.61 · 2025-05-27
LUDDY FREDERIC B
Director
$428,000
@ $1000.00 · 2025-05-23
MASTANTUONO GINA
President
$121,570
@ $1030.25 · 2025-05-19
ELMER RUSSELL S.
General Counsel
$83,450
@ $1030.25 · 2025-05-19
CANNEY JACQUELINE P
Officer
$96,844
@ $1030.26 · 2025-05-19
CHAMBERLAIN PAUL EDWARD
Director
$310,326
@ $1034.42 · 2025-05-15
MASTANTUONO GINA
President
$85,932
@ $1023.00 · 2025-05-13
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →EXPE
😐Neutral(49/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
NOW
😨Fear(35/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →EXPE
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (49)
NOW
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (35)