Added to YB: 2025-07-31
Pitch date: 2025-06-11
HST [bullish]
Host Hotels & Resorts, Inc.
+28.82%
current return
Author Info
No bio for this author
Company Info
Host Hotels & Resorts, Inc., herein referred to as we, Host Inc., or the Company, is a self-managed and self-administered real estate investment trust that owns hotel property.
Market Cap
$13.1B
Pitch Price
$14.93
Price Target
29.00 (+51%)
Dividend
4.97%
EV/EBITDA
10.56
P/E
17.36
EV/Sales
2.97
Sector
Hotel and Resort REITs
Category
value
Host Hotels & Resorts, Inc. - $HST
HST: Great assets, low leverage at discount to NAV. Hotel REIT model broken as HST pays mid-teens EBITDA for hotels while trading at single-digit multiple. 40-80% upside via breaking up portfolio into coherent parts: Top 10 ($845-980k/key), Gems ($1-1.2M/key), Urban, and Other 41. Activist catalyst or asset separation needed.
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