HST Stock Analysis — Host Hotels & Resorts
Sector: REITs
AI Verdict
You're paying up for a narrative that hasn't fully materialised, with a 19.4x forward P/E despite sharply negative earnings growth expected.
Competitive Moat
Host Hotels & Resorts owns a portfolio of high-end hotels in prime urban and resort locations, benefiting from long-term property appreciation and barriers to entry in top hospitality markets. Their scale and relationships with major hotel brands provide negotiating leverage and operational efficiency that smaller players can't match.
Summary
A 37.40% 1-year return puts HST on the radar as investors look for value in hotel real estate.
Where It Stands
HST trades at 19.4x next year's earnings, above the REIT sector average, with a neutral RSI of 57.9 and a 1-year return of 37.40%.
Key Metrics
- RSI: 57.9 — Neutral
- Trailing P/E: 14.6x
- Forward P/E: 19.4x
- Earnings Growth: -0.2%
- Revenue Growth: +0.1%
- Market Cap: $14.6B
- Dividend Yield: 0.04%
- 1-Year Return: 37.40%
- 52-Week High: $22.39
- 52-Week Low: $14.46
Analyst Consensus
15 Buy · 10 Hold · 0 Sell (25 analysts)
Bull Case
The trailing P/E of 14.6x is below many real estate peers, and the 6.2% revenue growth shows recent operational momentum.
Bear Case
With forward EPS expected to drop -24.7% and the P/E jumping to 19.4x, a return to the sector median multiple would mean a 25% valuation drop from here.
Catalyst to Watch
Watch for quarterly earnings updates—any sign that earnings declines are moderating could support the elevated forward multiple.