Las Vegas Sands vs Expedia
Las Vegas Sands and Expedia are the two companies this page compares to explain different business models, revenue approaches, and the wider market context. It covers corporate structure, strategy, and performance indicators in a neutral, accessible way, showing how each company positions itself in its industry. Educational content, not financial advice.
Las Vegas Sands and Expedia are the two companies this page compares to explain different business models, revenue approaches, and the wider market context. It covers corporate structure, strategy, an...
Why It's Moving
LVS Shares Climb on Macau Recovery Momentum and Bullish Analyst Targets Pointing to 25% Upside by 2026
- Macau operations show robust recovery, boosting revenue and drawing upgraded price targets from firms like JPMorgan and Macquarie.
- Marina Bay Sands delivers outsized EBITDA growth, underscoring resilient demand in key international markets.
- Recent trading reflects renewed investor confidence, with shares up amid technical breakouts and strong volume.
Expedia Shares Surge 20% in a Month as AI-Driven Efficiency and B2B Growth Fuel 2026 Momentum
- Fourth-quarter 2025 fundamentals impressed with accelerating B2B growth, expanding free cash flow, and margin expansion that exceeded expectations, signaling operational leverage kicking in
- Valuation gap presents opportunity: EXPE trades at a forward P/E of 12.15 versus the sector average of 17.25, despite improving profitability and 2026 earnings expected to grow 20.7% year-over-year
- Analyst consensus projects 2026 revenue growth of 7.67% and earnings of $19.15 per share, with rising AI integration enhancing platform efficiency and scalability—factors that could support continued upside
LVS Shares Climb on Macau Recovery Momentum and Bullish Analyst Targets Pointing to 25% Upside by 2026
- Macau operations show robust recovery, boosting revenue and drawing upgraded price targets from firms like JPMorgan and Macquarie.
- Marina Bay Sands delivers outsized EBITDA growth, underscoring resilient demand in key international markets.
- Recent trading reflects renewed investor confidence, with shares up amid technical breakouts and strong volume.
Expedia Shares Surge 20% in a Month as AI-Driven Efficiency and B2B Growth Fuel 2026 Momentum
- Fourth-quarter 2025 fundamentals impressed with accelerating B2B growth, expanding free cash flow, and margin expansion that exceeded expectations, signaling operational leverage kicking in
- Valuation gap presents opportunity: EXPE trades at a forward P/E of 12.15 versus the sector average of 17.25, despite improving profitability and 2026 earnings expected to grow 20.7% year-over-year
- Analyst consensus projects 2026 revenue growth of 7.67% and earnings of $19.15 per share, with rising AI integration enhancing platform efficiency and scalability—factors that could support continued upside
Investment Analysis
Pros
- Las Vegas Sands is forecasted to grow revenues from $11.3 billion in 2024 to $12.35 billion in 2025 with improving EBITDA margins from 33.81% to 37.95%.
- The company has strong net profit margin growth potential, increasing from 12.8% in 2024 to 14.8% in 2025, indicating improved profitability.
- Las Vegas Sands operates integrated resorts in key global markets including Macao, Singapore, and Las Vegas, providing diversified geographic exposure.
Considerations
- Analyst price forecasts show potential downside, with some models predicting a share price decline of about 11% by the end of 2025.
- The company's PE ratio stands high at around 28, significantly above its 10-year average of 6.34, suggesting possibly stretched valuation levels.
- Long-term forecasts indicate significant volatility and uncertainty, with some predictions showing potential price drops of over 60% by 2035 and 2040.
Expedia
EXPE
Pros
- Expedia benefits from a large market capitalization of around $26 billion, supporting scale advantages in the online travel services sector.
- The company is positioned in the growing travel and leisure industry recovering from pandemic impacts, with strong demand for online travel bookings.
- Expedia has a diversified business model with multiple brands and services which can help mitigate operational risks and capitalize on various travel segments.
Considerations
- Expedia remains subject to travel industry cyclicality and macroeconomic factors which can cause volatility in its earnings and revenue streams.
- The company faces significant competition from other online travel agencies and direct travel providers, pressuring margins and market share.
- Economic uncertainties such as inflation, interest rates, or geopolitical tension can negatively impact consumer travel spending, affecting Expedia’s growth.
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Las Vegas Sands (LVS) Next Earnings Date
Las Vegas Sands (LVS) next earnings release is estimated for April 22, 2026, aligning with the company's historical late-April pattern for quarterly reports. This release will cover Q1 2026 results. Estimates indicate a window of April 17-22, pending official confirmation.
Expedia (EXPE) Next Earnings Date
Expedia Group's next earnings date is estimated between May 1 and May 8, 2026, following the company's historical pattern after its Q4 2025 release on February 12, 2026. This report will cover the Q1 2026 fiscal quarter ending March 2026. No official date has been announced yet, with estimates varying slightly across sources to around late April or mid-May 2026.
Las Vegas Sands (LVS) Next Earnings Date
Las Vegas Sands (LVS) next earnings release is estimated for April 22, 2026, aligning with the company's historical late-April pattern for quarterly reports. This release will cover Q1 2026 results. Estimates indicate a window of April 17-22, pending official confirmation.
Expedia (EXPE) Next Earnings Date
Expedia Group's next earnings date is estimated between May 1 and May 8, 2026, following the company's historical pattern after its Q4 2025 release on February 12, 2026. This report will cover the Q1 2026 fiscal quarter ending March 2026. No official date has been announced yet, with estimates varying slightly across sources to around late April or mid-May 2026.
Which Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
Explore BasketWhich Baskets Do They Appear In?
Travel
Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.
Published: May 23, 2025
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