تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
Host Hotels & Resorts, Inc.'s published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $15.7B |
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| Revenue (ttm) | 6.2B |
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| Net income (ttm) | 1B |
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| EPS (ttm) | $1.49 |
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| Shares out | 694.8M |
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| P/E (trailing) | 17.0x |
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| P/E (forward) | 22.2x |
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| Dividend | $0.95 (3.77%) |
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| Volume | 5,798,664 |
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| Beta | 1.12 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.89B | $4.91B | $5.31B | $5.68B | $6.11B | +20.6% |
| Gross profit | $1.49B | $2.71B | $2.85B | $3.03B | $160.0M | -42.8% |
| Operating income | $-250.0M | $775.0M | $827.0M | $875.0M | $855.0M | — |
| Net income | $-11.0M | $633.0M | $740.0M | $697.0M | $765.0M | — |
| EPS (diluted) | $-0.02 | $0.88 | $1.04 | $0.99 | $1.10 | — |
| EBITDA | $851.0M | $1.49B | $1.67B | $1.70B | $1.85B | +21.4% |
| R&D | $0 | $0 | $0 | — | — | +93.6% |
| SG&A | $99.0M | $107.0M | $115.0M | $117.0M | $124.0M | +5.8% |
Recent company headlines from major financial publishers.
In the Base scenario, Host executes in line with guidance. Comparable hotel RevPAR growth achieves the raised 4.75%-5.25% range in FY2026, supported by group pace up 5% and Maui EBITDA contributing $120 million. In FY2027 and beyond, top-line revenue growth moderates to 2.0%-2.5%, while operating margins stabilize around 14.0%-14.2% as 5% wage inflation offsets operating efficiencies. Capital expenditures remain disciplined between $550 million and $630 million.
In the Bull scenario, affluent consumer demand drives outsized average daily room rate growth across luxury resorts, while corporate convention group pace accelerates above 7% into 2027. Maui operations rebound vigorously, generating over $120 million in annualized EBITDA. Operating leverage overcomes wage inflation, expanding operating margins toward 15.5%, while post-renovation capex moderates toward $550 million, driving AFFO conversion higher.
| Ke ↓ / g → | 1.5% | 1.8% | 2.0% | 2.3% | 2.5% |
|---|---|---|---|---|---|
| 8.8% | $21.7 | $21.8 | $21.9 | $21.9 | $22.0 |
| 9.3% | $20.6 | $20.7 | $20.7 | $20.8 | $20.9 |
| 9.8% | $19.0 | $19.1 | $19.1 | $19.2 | $19.3 |
| 10.3% | $18.8 | $18.8 | $18.9 | $18.9 | $19.0 |
| 10.8% | $18.0 | $18.1 | $18.1 | $18.1 | $18.2 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |