Update shared on 06 Dec 2025
Fair value Decreased 2.45%Narrative Update
Analysts have modestly reduced their price target on Wyndham Hotels & Resorts to approximately $94 from about $97 per share. This reflects slightly higher perceived discount rates and a marginally lower future earnings multiple, despite largely unchanged growth and margin assumptions.
What's in the News
- Expanded global footprint with the Asia-Pacific debut of Baymont by Wyndham through the opening of Baymont Kunming Wuhua in Yunnan's commercial center, marking the brand's first property outside the Americas (Key Developments).
- Launched Dazzler Select by Wyndham, a new franchise model aimed at independent economy lifestyle hotels in the U.S., offering soft-brand flexibility along with access to Wyndham Rewards and corporate systems (Key Developments).
- Reaffirmed full-year 2025 financial outlook previously issued with third-quarter 2025 earnings, signaling management confidence despite a mixed macro backdrop (Key Developments).
- Lowered 2025 guidance for fee-related and other revenues to a range of $1.43 billion to $1.45 billion, down from $1.45 billion to $1.49 billion, indicating slightly softer revenue expectations (Key Developments).
- Announced CFO transition as Michele Allen departs in November 2025, with long-time executive Kurt Albert stepping in as Interim CFO as the company conducts a search for a permanent successor (Key Developments).
Valuation Changes
- Fair Value Estimate: Reduced slightly to approximately $94.26 per share from about $96.63, reflecting a modestly lower intrinsic valuation.
- Discount Rate: Increased slightly to roughly 9.55 percent from about 9.51 percent, implying a marginally higher perceived risk or required return.
- Revenue Growth: Effectively unchanged at around 6.55 percent, indicating stable long term top line growth expectations.
- Net Profit Margin: Essentially flat at roughly 25.13 percent, signaling no meaningful change to long term profitability assumptions.
- Future P/E: Decreased modestly to about 19.59x from 20.06x, pointing to a slightly lower valuation multiple applied to future earnings.
Disclaimer
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