Hyatt Hotels Corporation (H)
Consumer Cyclical · NYQ · US
Fundamentals
Valuation and ratings
Hyatt Hotels Corporation trades at USD188.76, which is 61% above the USD73.89 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 31 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
About Hyatt Hotels Corporation
Hyatt Hotels Corporation operates as a hospitality company in the United States and internationally. It operates through Management and Franchising, Owned and Leased, and Distribution segments. The company develops, owns, operates, manages, franchises, leases, and licenses a portfolio of properties, consisting of full-service hotels and resorts, select service hotels, and other properties, including timeshare, fractional, and other forms of residential and vacation units. It operates its properties under the Park Hyatt, Alila, Miraval, Impression by Secrets, The Unbound Collection by Hyatt, Andaz, Thompson Hotels, The Standard, Dream Hotels, The StandardX, Breathless Resorts & Spas, JdV by Hyatt, Bunkhouse Hotels, Me and All Hotels, Zoëtry Wellness & Spa Resorts, Hyatt Ziva, Hyatt Zilara, Secrets Resorts & Spas, Dreams Resorts & Spas, Hyatt Vivid Hotels & Resorts, Bahia Principe Hotels & Resorts, Alua Hotels & Resorts, Sunscape Resorts & Spas, Grand Hyatt, Hyatt Regency, Destination by Hyatt, Hyatt Centric, Hyatt Vacation Club, Hyatt, Caption by Hyatt, Unscripted by Hyatt, Hyatt Place, Hyatt House, Hyatt Studios, Hyatt Select, and UrCove brands. The company also offers Homes & Hideaways by World of Hyatt, a short-term vacation rental platform that features direct booking for short-term private home rentals in the United States, as well as distribution and destination management services; and World of Hyatt loyalty program, which allows rewards points to be redeemed for hotel nights and other rewards. It serves corporations; national, state, and regional associations; specialty market accounts, including social, government, military, educational, religious, and fraternal organizations; travel agency and luxury organizations; and a group of individual consumers. Hyatt Hotels Corporation was founded in 1957 and is headquartered in Chicago, Illinois.
Smart money ownership
13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Veritas Asset Management, Veritas Asset Management LLP$192.14M · 3.3% of book
- Steve Cohen, Point72 Asset Management, L.P.$124.57M · 0.2% of book
- Marshall Wace, MARSHALL WACE, LLP$103.69M · 0.1% of book
- Ken Griffin, CITADEL ADVISORS LLC$100.74M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$19.75M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Hyatt Hotels Corporation (H) undervalued?
Against our discounted cash flow estimate of USD73.89, H at USD188.76 is 61% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own H?
13 of the institutions we track reported a position in H in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
The full research page for H, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.