Host Hotels & Resorts, Inc. (HST) Fundamental Analysis: Bull vs. Bear Case

HST

Host Hotels & Resorts, Inc.

Fundamental data last updated:July 16, 2026

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company profile

SECTOR

Real Estate

industry

REIT - Hotel & Motel

Exchange

NASDAQ

County of HQ

US

Next Earnings Date

07/29/2026

Business Summary

Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels. The Company currently owns 74 properties in the United States and five properties internationally totaling approximately 46,100 rooms. The Company also holds non-controlling interests in six domestic and one international joint ventures. Guided by a disciplined approach to capital allocation and aggressive asset management, the Company partners with premium brands such as Marriott®, Ritz-Carlton®, Westin®, Sheraton®, W®, St. Regis®, The Luxury Collection®, Hyatt®, Fairmont®, Hilton®, Swissôtel®, ibis® and Novotel®, as well as independent brands. For additional information, please visit the Company's website at www.hosthotels.com.

VALUATION

P/E

15.81 Market Cap ($M USD)

$15.81B

Forward P/E

24.05 PEG

-0.70

PRICE TO SALES

2.56 PRICE TO BOOK

2.34 EV / EBITDA

9.35 5-Year Average P/E

Free Cash Flow Yield

6.61%

DCF Value

$50.02

Graham Number

$18.00

Price to FCF

15.13 EV to FCF

18.90 Earnings Yield

6.32%

FCF Yield

6.61%

DIVIDEND

Yield

4.12%

Annual Payout

$0.95

Payout Ratio

40.85%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$1.46

Next Year EPS Growth Estimate

$0.96

Next Year Revenue Growth Estimate

$632.44B

Return on Equity (ROE)

15.16%

FREE CASH FLOW

Operating Margin

14.31%

Debt-to-Equity

0.86 Piotroski F-Score

6 Altman Z-Score

2.49 Return on Invested Capital (ROIC)

6.71%

Current Ratio

0.00 Quick Ratio

0.00 Net Debt to EBITDA

1.87 Interest Coverage

3.72 Gross Profit margin

27.80%

FCF PER SHARE

$1.51

REVENUE PER SHARE

$8.90

Gainseekers Quantitative Analysis

Summary

Host Hotels & Resorts, Inc. presents a compelling valuation puzzle. Recent pricing indicated it traded significantly below its DCF value, suggesting a potential undervaluation. However, the Forward P/E of 23.44 raises questions about future earnings growth, especially with an earnings yield of just 6.56%. The Altman Z-score of 2.44 hints at moderate financial stability, but not without risks. The market may be underestimating its intrinsic value, yet the elevated multiples demand caution.

AI Exposure / Tech Reliance

In the realm of AI and tech adaptation, Host Hotels & Resorts operates within the hospitality sector, which is increasingly leveraging technology for operational efficiency and customer engagement. While not a tech company, its ability to integrate AI-driven solutions for personalized guest experiences could enhance its competitive edge. However, its core business remains rooted in real estate, limiting direct exposure to tech volatility.

The Bull Case

For the value-driven investor, Host Hotels & Resorts offers a tantalizing proposition. With a robust ROIC of 6.71% and a solid FCF yield, the company demonstrates efficient capital allocation. The Piotroski F-Score of 6 indicates decent financial health, while a 14.31% operating margin underscores its pricing power. These metrics paint a picture of a company capable of generating steady cash flows, appealing to those seeking growth at a reasonable price.

The Bear Case

Despite its strengths, Host Hotels & Resorts faces structural challenges. The Price/Book ratio of 2.26 and Price/Sales of 2.48 suggest a premium valuation, potentially overextending its market position. Trading near its 52-week high, the stock appears technically overbought, raising concerns about short-term volatility. Furthermore, a Forward P/E of 23.44, coupled with declining EPS estimates, could signal over-optimism about future growth.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$20.67

Institutional Ownership %

1-Year Beta

1.12 Insider Buying % (6 Mo)

Distance to 52-Week High

1.97%

Distance to 52-Week Low

34.72%

EARNINGS SURPRISE %

87.41%

50-DAY SMA

$20.75

200-DAY SMA

$18.56

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.