Added to YB: 2026-09-16
Pitch date: 2026-07-23
RHP [bullish]
Ryman Hospitality Properties, Inc.
-6.87%
current return
Author Info
Cooke & Bieler is an independent, institutional equities manager focused solely on value investing and committed to deep, fundamental research since 1949. A long-term investment horizon and attention to business quality underpin our differentiated perspective. Sign up for the newsletter.
Company Info
Ryman Hospitality Properties, Inc. is a leading lodging and hospitality real estate investment trust that specializes in group-oriented, upscale convention center resorts and entertainment experiences.
Market Cap
$8.3B
Pitch Price
$131.22
Price Target
N/A
Dividend
3.93%
EV/EBITDA
14.65
P/E
29.70
EV/Sales
4.60
Sector
Hotel and Resort REITs
Category
special_situation
Cooke & Bieler Small Cap Value Equity Portfolio Holding: Ryman Hospitality Properties, Inc.
RHP (hold): Ryman Hospitality Properties was the largest contributor, with strong Hospitality-segment results partly driven by better-than-expected initial performance at the new Desert Ridge property. Investors have grown more optimistic that heavy 2025-2026 investment should produce fundamental acceleration in 2027, while a potential sale of the non-REIT Entertainment segment could create a pure-play REIT and fund investment and capital returns.
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