Analyse produit facultative
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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 | |
|---|---|---|
| Revenue (ttm) | 6.2B | |
| Net income (ttm) | 1B | |
| EPS (ttm) | $1.49 | |
| Shares out | 694.8M | |
| P/E (trailing) | 17.0x | |
| P/E (forward) | 22.2x | |
| Dividend | $0.95 (3.77%) | |
| Volume | 5,798,664 | |
| Beta | 1.12 |
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.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
