Added to YB: 2025-08-29
Pitch date: 2025-08-27
HBNB [bullish]
Hotel101 Global Holdings Corp.
+120.29%
current return
Author Info
The International Investor is a hedge fund manager who provides profitable and actionable investment intelligence. Sign up for the newsletter.
Company Info
Hotel101 Global Holdings Corp. operates prop-tech hospitality platform internationally. It is involved in the pre-sales of units from each hotel’s construction phase; and long-term recurring revenue derived from day-to-day hotel operations.
Market Cap
$1.3B
Pitch Price
$2.44
Price Target
10.78 (+101%)
Dividend
N/A
EV/EBITDA
540.65
P/E
-42.93
EV/Sales
17.85
Sector
Real Estate Management and Development
Category
value
The International Investor On the Go: A Visit to Hotel101 Global – The McDonald’s of Hotels and a Rare Undervalued Compounding Machine
HBNB: Standardized 21-sq-meter 'Happy Room' global hotel chain with asset-light PropTech model. Dual revenue: upfront unit pre-sales (~$411M across Madrid/Niseko/LA) + 70% recurring ops revenue. 87% Manila occupancy, 25%+ margins. Founded by Jollibee/Mang Inasal creators. Trading at $523M vs $2.3B expected value.
Read full article (9 min)