Added to YB: 2025-01-08
Pitch date: 2024-11-22
PLYA [bullish]
Playa Hotels & Resorts N.V.
+37.55%
current return
Author Info
No bio for this author
Company Info
Playa Hotels & Resorts N.V., through its subsidiaries, owns, develops, and operates resorts in prime beachfront locations in Mexico and the Caribbean.
Market Cap
$1.7B
Pitch Price
$9.80
Price Target
18.00 (+34%)
Dividend
N/A
EV/EBITDA
11.41
P/E
27.64
EV/Sales
2.75
Sector
Hotels, Restaurants and Leisure
Category
value
Playa Hotels & Resorts N.V. - $PLYA
PLYA: All-inclusive resort portfolio trading at $340k/key (8.2x E2024 EBITDA), 53-91% discount to estimated $450k-$525k/key private market value. Recent exec change-in-control provisions suggest potential sale. 29% share buyback since 9/22. Comps, replacement cost, bottom-up analysis support upside. CEO history of selling companies.
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