EXPE

Expedia Group, Inc.

Consumer Cyclical · $30.5B market cap

Share price

$265.00

close of Oct 3, 2026

Fair value

$240.38

Sticker Price

Payback Price

$96.15

buy price

Overpriced

EXPE is Overpriced: at $265.00 it trades 10% above its fair value of $240.38. Its buy price (Payback Price) is $96.15, 64% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow Growth. Free cash flow is growing faster than reported earnings, so we project free cash flow 10 years ahead instead.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth6.9% a year✗

Equity per share growth-3.4% a year✗

Sales growth10.6% a year✓

Free cash flow growth10.7% a year✓

Return on invested capital12.1%✓

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Superinvestors

2 of the investors we track hold EXPE. In Q2 2026, 1 opened a position and 1 sold out. Who we track

Samantha McLemore

Patient Capital Management · as of Q2 2026

$42.9M

167,814 shares

Richard Pzena

Pzena Investment Management · as of Q2 2026

$271K

1,060 shares

Moves in Q2 2026

New position: Richard Pzena

Sold out: Lee Ainslie

Insider activity

Since Jul 1, 2026: no open-market purchases, 5 sales worth $3.9M and 30 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-24

Sold

$336K

Soliday Lance A

SVP & Chief Accounting Officer · 2026-08-18

Sold

$909K

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-17

Sold

$661K

Jacobson Craig A

director · 2026-08-13

Sold

$1.0M

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-11

Sold

$946K

Other filings

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-15

Option exercise

1,553 shares

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-15

Option exercise

1,546 shares

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-15

Tax withholding

$776K

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-15

Option exercise

1,422 shares

Dzielak Robert J

Chief Legal Officer & Sec'y · 2026-08-15

Option exercise

1,319 shares

Show all 30 other filings

Andersen Derek

Chief Financial Officer · 2026-08-15

Tax withholding

$1.2M

Andersen Derek

Chief Financial Officer · 2026-08-15

Option exercise

7,223 shares

Diller Barry

Chairman & Sr. Executive · 2026-08-15

Tax withholding

$1.5M

Diller Barry

Chairman & Sr. Executive · 2026-08-15

Option exercise

3,940 shares

Diller Barry

Chairman & Sr. Executive · 2026-08-15

Option exercise

1,601 shares

Diller Barry

Chairman & Sr. Executive · 2026-08-15

Option exercise

1,473 shares

Diller Barry

Chairman & Sr. Executive · 2026-08-15

Option exercise

1,170 shares

Soliday Lance A