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Sunstone Hotel Investors Community
NYSE:SHO Community
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Sunstone Hotel Investors
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Remote Work And Airbnb Competition Will Depress Hotel Demand
Key Takeaways Structural shifts in travel patterns, rising competition from short-term rentals, and exposure to economic cycles are constraining revenue growth and increasing volatility. Sustained high capital and operating costs, including for ESG and climate resilience, continue to limit free cash flow and margin expansion prospects.
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US$8.04
FV
12.0% overvalued
intrinsic discount
3.22%
Revenue growth p.a.
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21 days ago
author updated this narrative
Sunstone Hotel Investors
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Renovated Urban And Resort Properties Will Capture Upscale Travel Demand
Key Takeaways Strength in upscale urban and resort markets, rising group demand, and strategic renovations position the portfolio for resilient earnings and enhanced revenue growth. Asset sales and reinvestment boost per-share earnings, while portfolio flexibility and liquidity support long-term gains amid shifting lodging preferences.
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US$9.73
FV
7.5% undervalued
intrinsic discount
3.75%
Revenue growth p.a.
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7 days ago
author updated this narrative
Sunstone Hotel Investors
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Urbanization And Millennial Trends Will Fuel Premium Hospitality
Key Takeaways Strategic focus on urban and resort markets, portfolio upgrades, and capital recycling is driving stronger revenue growth, operating efficiency, and sustained long-term earnings power. Concentration on luxury offerings and active reinvestment positions Sunstone to benefit from shifting traveler demographics and capitalize on rising demand in key markets.
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US$11.00
FV
18.2% undervalued
intrinsic discount
4.91%
Revenue growth p.a.
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21 days ago
author updated this narrative
Your Valuation for
SHO
SHO
Sunstone Hotel Investors
Your Fair Value
US$
Current Price
US$9.00
11.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-225m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.1b
Earnings US$5.0m
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