Added to YB: 2025-07-31
Pitch date: 2025-06-11
HST [bullish]
Host Hotels & Resorts, Inc.
+33.03%
current return
Author Info
No bio for this author
Company Info
Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels.
Market Cap
$13.9B
Pitch Price
$15.09
Price Target
29.00 (+44%)
Dividend
4.69%
EV/EBITDA
11.22
P/E
18.42
EV/Sales
3.10
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.
Read full article (6 min)