Update shared on24 Oct 2025
Fair value Decreased 1.77%Analysts have adjusted their price target for Ryman Hospitality Properties slightly downward, from $115.83 to $113.79. They cited strong group performance and hotel differentiation, but noted a relatively full valuation compared to peers.
Analyst Commentary
Recent equity research on Ryman Hospitality Properties highlights a nuanced view, balancing the company's compelling attributes with considerations around its current market valuation and prospects relative to industry peers.
Bullish Takeaways
- The company's diversified entertainment group exposure and differentiated convention hotel portfolio are seen as key competitive advantages in the hospitality sector.
- Strong operational execution has positioned Ryman Hospitality as a leader among hotel real estate investment trusts.
- Bullish analysts value the company's ability to attract group business, supporting robust revenue streams and occupancy rates.
Bearish Takeaways
- Despite operational strengths, Ryman Hospitality's shares are viewed as trading at a premium valuation compared to its peer group.
- Some caution is expressed regarding the risk and reward profile at current price levels, with expectations of limited near-term upside.
- Competition in the hotel REIT sector could challenge sustained outperformance if growth moderates or valuation multiples compress.
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from $115.83 to $113.79.
- Discount Rate has edged down marginally from 9.85% to 9.83%.
- Revenue Growth expectations have increased from 7.33% to 7.43%.
- Net Profit Margin has risen modestly from 9.81% to 9.94%.
- Future P/E ratio has declined from 37.80x to 36.03x, which indicates a slightly less expensive forward earnings multiple.
Disclaimer
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