Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HST
Strong BuyFLAGHost Hotels & Resorts, Inc. · Real Estate · United States · $15.5B · Avg Vol: $212M/d
Host Hotels and Resorts owns a high-quality portfolio of luxury and upper-upscale hotels with a strong balance sheet by REIT standards (Q77), but the value score is stretched (V51) and group and business travel demand growth has been decelerating. Nothing adverse is known on accounting, solvency or governance. Insufficient evidence for a screen-pass at this valuation.
COMPANY DESCRIPTION
Host Hotels & Resorts, Inc. is the largest lodging real estate investment trust (REIT), owning a premier portfolio of luxury and upper-upscale hotels operated under leading global brands like Marriott and Hyatt. Its competitive advantage lies in its diversified, high-quality asset base across prime locations and its disciplined capital allocation strategy focused on driving asset value and shareholder returns.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.9B | 5.3B | 5.7B | 6.1B | 7.6% | 6.2B | 6.1B | 6.2B | 0.6% |
| EPS | 0.89 | 1.04 | 0.99 | 1.11 | 7.6% | 1.49 | 1.38 | 1.06 | -2.3% |
| Shares | 713.4M | 703.6M | 699.1M | 687.8M | -3.6% | 685.1M | — | — | — |
| Debt | 4.8B | 4.8B | 5.6B | 5.6B | 5.6% | 5.6B | — | — | — |
| Equity | 6.7B | 6.6B | 6.6B | 6.6B | -0.8% | — | — | — | — |
| Op CF | 1.4B | 1.4B | 1.5B | 1.5B | 2.2% | 1.6B | — | — | — |
| Inv CF | -618.0M | -183.0M | -2.0B | -507.0M | — | — | — | — | — |
| Fin CF | -874.0M | -771.0M | -13.0M | -868.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of HST are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HST | Host Hotels & Resorts, Inc.(you) | $15.5B | 92 | Strong Buy |
| APLE | Apple Hospitality REIT, Inc. | $3.9B | 89 | Strong Buy |
| RHP | Ryman Hospitality Properties, Inc. | $8.9B | 66 | Buy |
| DRH | DiamondRock Hospitality Company | $2.6B | 94 | Strong Buy |
| XHR | Xenia Hotels & Resorts, Inc. | $1.9B | 84 | Strong Buy |
| PK | Park Hotels & Resorts Inc. | $3.2B | 70 | Buy |
| PEB | Pebblebrook Hotel Trust | $2.1B | 70 | Buy |
| RLJ | RLJ Lodging Trust | $1.8B | 71 | Buy |
| CLDT | Chatham Lodging Trust | $669M | 79 | Buy |
| SHO | Sunstone Hotel Investors, Inc. | $2.1B | 54 | Hold |
Peer medians: ROE 5.0% · P/E 25.2x · Gross margin 67.3%