Jim Cramer Calls Booking Holdings the "Superior Operator" Compared to Expedia

Booking Holdings Inc. (NASDAQ:BKNG) is one of the travel and leisure stocks Jim Cramer recently talked about. Cramer highlighted the company’s resilience, as he stated:

“I’d much rather go with the online travel agencies like Expedia and Booking Holdings, the old Priceline. Bookings rallied more than 15% gain from its… November low… You know what? I still prefer Booking Holdings because it is the superior operator… Plus, both of them should do better if I’m right about the consumer’s a lot more resilient than anyone thought of a month ago.”

Booking Holdings Inc. (NASDAQ:BKNG) runs travel and dining platforms that let users book accommodations, flights, car rentals, activities, and restaurant reservations. Wedgewood Partners stated the following regarding Booking Holdings Inc. (NASDAQ:BKNG) in its third quarter 2025 investor letter:

“Booking Holdings Inc. (NASDAQ:BKNG) also detracted from performance during the quarter. Revenues grew +16% and earnings per share were up +32% on strong room night growth in its ex-U.S. markets. The Company derives over +60% of its bookings from travelers who go directly to the booking.com app or website. This has freed up advertising cash low to reinvest in distribution across search engines, social media, and now agentic commerce through OpenAI’s “Operator.” Booking’s focus on fragmented hotel suppliers in ex-U.S. markets is quite differentiated, so much so that it has allowed it to amass scale in areas that competitors simply have trouble reaching. The Company’s obsessive focus on generating attractive returns from advertising has also been a key driver of its success, and that should continue to be beneficial to shareholders, regardless of the marketing channel consumers choose.”

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Disclosure: None. This article is originally published at Insider Monkey.