Critical Analysis: Kayak Software (NASDAQ:KYAK) versus Its Rivals

Kayak Software (NASDAQ: KYAK) is one of 113 publicly-traded companies in the “Software” industry, but how does it weigh in compared to its rivals? We will compare Kayak Software to related businesses based on the strength of its earnings, analyst recommendations, institutional ownership, risk, profitability, valuation and dividends.

Institutional & Insider Ownership

57.9% of shares of all “Software” companies are owned by institutional investors. 17.4% of shares of all “Software” companies are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.


This table compares Kayak Software and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Kayak Software 2.58% 2.19% 1.98%
Kayak Software Competitors -34.41% -24.64% -7.28%

Analyst Recommendations

This is a breakdown of recent ratings and target prices for Kayak Software and its rivals, as provided by

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kayak Software 0 0 0 0 N/A
Kayak Software Competitors 352 2249 4686 95 2.61

As a group, “Software” companies have a potential upside of 17.61%. Given Kayak Software’s rivals higher probable upside, analysts plainly believe Kayak Software has less favorable growth aspects than its rivals.

Earnings and Valuation

This table compares Kayak Software and its rivals revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Kayak Software N/A N/A 93.19
Kayak Software Competitors $2.23 billion $400.99 million 588.82

Kayak Software’s rivals have higher revenue and earnings than Kayak Software. Kayak Software is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.


Kayak Software rivals beat Kayak Software on 5 of the 8 factors compared.

Kayak Software Company Profile

Centralizing online travel deals is smooth sailing for Kayak Software. Through its websites (,, and in about 15 countries, the company displays rates on airfare, hotels, rental cars, and cruises from more than 500 other travel websites. Kayak Software offers fare information from Continental Airlines and American Airlines, as well as prices from Funjet Vacations, Marriott International, and InterContinental Hotel Group, among others. In addition to booking, the firm’s websites and mobile applications provide destination information, travel tips, member discounts, and hotel descriptions. Founded in 2004, Kayak Software filed to go public in late 2010.

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