Hilton Grand Vacations

Integration And Technology Will Redefine Global Leisure Travel

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

03 Sep 24

Updated

09 Dec 25

Views

59

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

15.4%

7D

3.1%

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1Y

15.4%

7D

3.1%

You can edit this narrative until Dec 10 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$51.712.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

HGV: Ongoing Share Repurchases Will Drive Future Upside Despite Execution Risks

Analysts have modestly reduced our price target on Hilton Grand Vacations, reflecting mixed Street views that balance Wells Fargo's fully valued stance with Truist's trimmed but still constructive target amid industry wide growth and execution concerns. Analyst Commentary Street research on Hilton Grand Vacations underscores a nuanced backdrop, with valuation, execution, and industry growth all shaping the risk reward profile.

Shared on 25 Nov 25

Fair value Decreased 3.26%

HGV: Future Share Buybacks Will Drive Upside Despite Execution Risks

Analysts have slightly lowered their fair value estimate for Hilton Grand Vacations, reducing the price target from $53.44 to $51.70. This change is attributed to concerns about industry growth and operational execution reflected in recent research updates.

Shared on 04 Aug 25

Fair value Increased 7.97%

Improved net profit margin and a lower future P/E multiple signal stronger profitability and more attractive valuation, supporting the increase in Hilton Grand Vacations’ consensus analyst price target from $49.50 to $53.33. What's in the News Company completed repurchase of 10,015,495 shares (10.48% of shares outstanding) for $385.71 million under the buyback announced August 2024.

Shared on 08 May 25

Fair value Increased 3.97%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 2.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget has increased profit margin from 8.0% to 10.6% and decreased future PE multiple from 11.0x to 8.3x.

Shared on 02 Apr 25

Fair value Increased 6.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 1.18%

AnalystConsensusTarget has decreased revenue growth from 12.3% to 9.0%, decreased profit margin from 18.4% to 8.1% and increased future PE multiple from 5.0x to 10.8x.

AnalystConsensusTarget Fair Value

US$51.7

12.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

9.96%

Hospitality revenue growth rate

0.49%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.50%

Calculation

US$801.10m

Earnings '28

x

6.25x

PE Ratio '28

=

US$5.01b

Market Cap '28

US$5.01b

Market Cap '28

/

68.81m

No. shares '28

=

US$72.75

Share Price '28

US$72.75 Share Price '28

Discounted to 2025 @ 12.50% p.a.

=

US$51.09

Fair Value '25