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Added to YB: 2025-08-28

Pitch date: 2025-08-26

IHG [neutral]

InterContinental Hotels Group PLC

+19.34%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.

Company Info

InterContinental Hotels Group PLC owns, manages, franchises, and leases hotels in the United Kingdom, the United States, and internationally.

Market Cap

$21.8B

Pitch Price

$119.24

Price Target

N/A

Dividend

1.28%

EV/EBITDA

18.78

P/E

29.70

EV/Sales

4.87

Sector

Hotels, Restaurants and Leisure

Category

value

Show full summary:
Adding IHG to the Watchlist: Compounder on Sale?

IHG (watchlist): Asset-light franchise model delivering 11.5% annual EPS growth over 2 decades. 33% development pipeline (highest since 2018) + revamped loyalty program (145M members, 60% bookings) driving growth inflection. Trades 16.8x EV/EBIT vs peers at 19-24x despite strong fundamentals.

Read full article (5 min)