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
Shares react to mixed signals: strong Q3 results and investor buying offset by fresh insider sales and rising short interest.
- Earnings beat: LVS reported a Q3 beat with revenue rising ~24% year‑over‑year and adjusted EPS strength led by Marina Bay Sands, which reinforces the company’s thesis of margin recovery in Asia and underpins recent institutional buying activity. [4][5]
- Insider selling: Senior executives exercised options and sold shares in the past week (including a December 1 option exercise and sale), increasing investor scrutiny because large, recent insider disposals have been sizable over the last 90 days and can weigh on sentiment despite being partly tax/compensation driven. [2][8][6]
- Flows & shorting: New institutional purchases were reported this week alongside reports of rising short interest, leaving the stock in a tug‑of‑war between fresh accumulation and growing bearish positioning that could amplify volatility around upcoming operational updates. [5][6][1]
Sentiment:
🌋Volatile
Expedia rallies as upbeat Q3 results, a dividend and guidance lift investor sentiment
- Earnings beat and profitability: Expedia posted a notable profit recovery with GAAP net income and adjusted EPS up year-over-year, and adjusted EBITDA and margins expanding — a sign the company is converting revenue growth into stronger operating profitability (Q3 results).
- Raised guidance and demand trends: Management lifted full‑year 2025 guidance for bookings, revenue and EBITDA margin expansion, implying management sees sustained travel demand and improving unit economics heading into 2026 (guidance raise).
- Shareholder returns and corporate moves: The company declared a $0.40 quarterly cash dividend and continued sizable share repurchases (hundreds of millions in the quarter and over $1B year‑to‑date), signaling confidence in cash flow and returning capital to investors (dividend and buybacks).
Sentiment:
🐃Bullish
Shares react to mixed signals: strong Q3 results and investor buying offset by fresh insider sales and rising short interest.
- Earnings beat: LVS reported a Q3 beat with revenue rising ~24% year‑over‑year and adjusted EPS strength led by Marina Bay Sands, which reinforces the company’s thesis of margin recovery in Asia and underpins recent institutional buying activity. [4][5]
- Insider selling: Senior executives exercised options and sold shares in the past week (including a December 1 option exercise and sale), increasing investor scrutiny because large, recent insider disposals have been sizable over the last 90 days and can weigh on sentiment despite being partly tax/compensation driven. [2][8][6]
- Flows & shorting: New institutional purchases were reported this week alongside reports of rising short interest, leaving the stock in a tug‑of‑war between fresh accumulation and growing bearish positioning that could amplify volatility around upcoming operational updates. [5][6][1]
Sentiment:
🌋Volatile
Expedia rallies as upbeat Q3 results, a dividend and guidance lift investor sentiment
- Earnings beat and profitability: Expedia posted a notable profit recovery with GAAP net income and adjusted EPS up year-over-year, and adjusted EBITDA and margins expanding — a sign the company is converting revenue growth into stronger operating profitability (Q3 results).
- Raised guidance and demand trends: Management lifted full‑year 2025 guidance for bookings, revenue and EBITDA margin expansion, implying management sees sustained travel demand and improving unit economics heading into 2026 (guidance raise).
- Shareholder returns and corporate moves: The company declared a $0.40 quarterly cash dividend and continued sizable share repurchases (hundreds of millions in the quarter and over $1B year‑to‑date), signaling confidence in cash flow and returning capital to investors (dividend and buybacks).
Sentiment:
🐃Bullish
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
Explore BasketInvestment 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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