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PPHE Hotel Group LimitedInforme acción LSE:PPH

Capitalización bursátil UK£653.8m
Precio de las acciones
UK£15.62
UK£18.33
14.8% infravalorado descuento intrínseco
1Y10.0%
7D-1.1%
1D
Valor de la cartera
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PPHE Hotel Group Limited

Informe acción LSE:PPH

Capitalización de mercado: UK£653.8m

PPHE Hotel Group (PPH) Resumen de Acciones

PPHE Hotel Group Limited es propietaria, copropietaria, promotora, arrendataria, explotadora y franquiciadora de inmuebles de hostelería en los Países Bajos, el Reino Unido, Alemania, Croacia, Austria, Hungría, Italia y Serbia. Saber más

Análisis fundamental de PPH
Puntuación del snowflake
Valoración2/6
Crecimiento futuro3/6
Rendimiento pasado1/6
Salud financiera2/6
Dividendos3/6

PPH Community Fair Values

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Competidores de PPHE Hotel Group Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del PPHE Hotel Group
Precios históricos de las acciones
Precio actual de la acciónUK£15.62
Máximo en las últimas 52 semanasUK£20.90
Mínimo de 52 semanasUK£12.62
Beta0.34
Cambio en 1 mes-6.58%
Variación en 3 meses-20.63%
Cambio de 1 año10.00%
Variación en 3 años43.30%
Variación en 5 años-7.57%
Variación desde la OPV218.78%

Noticias y actualizaciones recientes

Actualización de narrativa May 21

PPH: Freehold Repurchase And Rising Dividends Will Support Future Upside Potential

Analysts have modestly revised their price target on PPHE Hotel Group to £18.33, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping the fair value broadly unchanged. What's in the News Shareholders approved a final dividend of 22 pence per ordinary share for the year ended 31 December 2025 at the Annual General Meeting held on 19 May 2026, confirming the Board's earlier proposal (company announcement).
Actualización de narrativa May 02

PPH: Freehold Repurchase And Dividend Progress Will Shape Future Returns

Analysts have nudged their price target on PPHE Hotel Group slightly lower to £18.33, reflecting small revisions to revenue growth assumptions, profit margin expectations, and the forward P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo, reversing an earlier sale and leaseback arrangement on the 494 room hotel that was originally sold for £161.5m with a 199 year lease and inflation linked rent obligations (Key Developments).
Actualización de narrativa Apr 17

PPH: Freehold Buyback And Softer Margins Will Shape Future Returns

Analysts have reduced their price target for PPHE Hotel Group to £18.33 from £25.17. This reflects updated assumptions for softer revenue growth, lower profit margins and a higher future P/E of about 23x.

Recent updates

Actualización de narrativa May 21

PPH: Freehold Repurchase And Rising Dividends Will Support Future Upside Potential

Analysts have modestly revised their price target on PPHE Hotel Group to £18.33, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping the fair value broadly unchanged. What's in the News Shareholders approved a final dividend of 22 pence per ordinary share for the year ended 31 December 2025 at the Annual General Meeting held on 19 May 2026, confirming the Board's earlier proposal (company announcement).
Actualización de narrativa May 02

PPH: Freehold Repurchase And Dividend Progress Will Shape Future Returns

Analysts have nudged their price target on PPHE Hotel Group slightly lower to £18.33, reflecting small revisions to revenue growth assumptions, profit margin expectations, and the forward P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo, reversing an earlier sale and leaseback arrangement on the 494 room hotel that was originally sold for £161.5m with a 199 year lease and inflation linked rent obligations (Key Developments).
Actualización de narrativa Apr 17

PPH: Freehold Buyback And Softer Margins Will Shape Future Returns

Analysts have reduced their price target for PPHE Hotel Group to £18.33 from £25.17. This reflects updated assumptions for softer revenue growth, lower profit margins and a higher future P/E of about 23x.
Actualización de narrativa Apr 01

PPH: Freehold Repurchase And Higher Margins Will Support Future Upside Potential

Analysts have nudged their price target for PPHE Hotel Group slightly higher to about £20.48 from around £20.41, citing updated assumptions that include a different revenue growth outlook, a higher profit margin and a revised future P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo for £147.9 million, reversing a 2017 sale and leaseback arrangement on the 494 room hotel (Key Developments).
Actualización de narrativa Mar 18

PPH: Freehold Repurchase And Rising Margins Will Support Future Upside

Analysts have kept their price target for PPHE Hotel Group broadly steady around £25.17. This reflects slightly updated assumptions on revenue growth, profit margins and future P/E multiples, which leave their overall view largely unchanged.
Actualización de narrativa Mar 04

PPH: Freehold Buyback And Rising Margins Will Unlock Future Value

Analysts have nudged their price target on PPHE Hotel Group to about £25.17 from £24.91, reflecting updated assumptions for slightly lower revenue growth, a higher discount rate, stronger profit margins and a lower future P/E multiple. What's in the News PPHE agreed to repurchase the freehold interest in Park Plaza London Waterloo for £147.9 million, with £136.5 million expected to be funded by a new debt facility secured on the property and the balance from existing cash, with completion targeted in the coming months (company announcement).
Actualización de narrativa Feb 18

PPH: Formal Sale Process Will Unlock Value As Profitability Expectations Improve

Analysts have trimmed their price target for PPHE Hotel Group from £25.39 to £24.91, citing updated assumptions that combine slightly lower projected revenue growth with a reduced discount rate, higher expected profit margins, and a lower future P/E multiple. What's in the News The Board launches a review to consider multiple options to maximise shareholder value, including potential actions affecting the Group, introducing growth capital at Group or portfolio level, or a possible sale of all or part of the issued share capital under a Formal Sale Process, with Rothschild & Co appointed as financial adviser (Key Developments).
Actualización de narrativa Feb 03

PPH: Formal Sale Process And Options Review Will Frame Balanced Future Upside

Analysts have reduced their fair value estimate for PPHE Hotel Group from £21.01 to £20.41. This change reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E levels.
Actualización de narrativa Jan 20

PPH: Formal Sale Process Will Unlock Value In Undervalued Hospitality Group

Analysts now place PPHE Hotel Group's fair value at approximately £21.01 per share, up from about £15.03, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News PPHE Hotel Group has launched a formal strategic review to consider a range of options to maximise shareholder value, including actions to improve shareholder returns, introducing growth capital, or a potential sale of all or part of the company under a Formal Sale Process (company announcement).
Actualización de narrativa Jan 06

PPH: Formal Sale Review Will Drive Shareholder Value Repricing

Analysts have kept their price target for PPHE Hotel Group broadly unchanged at about £23.43. They cite relatively steady assumptions around revenue growth near 6.20%, profit margins around 7.14%, and a future P/E close to 34.40, despite a slightly higher discount rate.
Actualización de narrativa Dec 14

PPH: Formal Sale Process Will Unlock Hidden Value In Shares

Analysts have nudged their price target on PPHE Hotel Group higher by approximately £0.52 per share, citing expectations of faster top line growth that more than offset concerns about margin compression and a richer future earnings multiple. What's in the News The board launches a wide ranging strategic review and Formal Sale Process to explore options including value enhancement actions, new growth capital or a potential sale of all or part of the Group, with major shareholders holding around 44 percent of voting rights backing the process (company announcement).
Actualización de narrativa Nov 29

PPH: New London Site Acquisition Will Drive Shareholder Value Expansion

Analysts have raised their price target for PPHE Hotel Group from £22.03 to £23.43, highlighting improved revenue growth prospects, even as there is some moderation in profit margins and profitability metrics. What's in the News The Board of PPHE Hotel Group has launched a strategic review evaluating a range of potential actions to maximize shareholder value, including the introduction of growth capital or a possible sale of all or part of the business.
Actualización de narrativa Nov 15

PPH: City Of London Acquisition Will Drive Market Significance And Margin Upside

Analysts have raised their price target for PPHE Hotel Group from £19.55 to £22.03, citing improved expectations for revenue growth and profit margins. What's in the News PPHE Hotel Group has been added to the S&P Global BMI Index, reflecting its increased market significance.
Artículo de análisis Nov 15

Earnings Tell The Story For PPHE Hotel Group Limited (LON:PPH) As Its Stock Soars 32%

PPHE Hotel Group Limited ( LON:PPH ) shareholders would be excited to see that the share price has had a great month...
Actualización de narrativa Sep 02

Opening Four New Hotels Across Europe Will Strengthen Future Prospects

The downward revision in PPHE Hotel Group's price target reflects notably weaker profit margins and softer revenue growth expectations, resulting in a new consensus fair value of £19.55. Valuation Changes Summary of Valuation Changes for PPHE Hotel Group The Consensus Analyst Price Target has significantly fallen from £21.79 to £19.55.
Artículo de análisis Aug 31

PPHE Hotel Group (LON:PPH) Will Pay A Dividend Of £0.17

The board of PPHE Hotel Group Limited ( LON:PPH ) has announced that it will pay a dividend of £0.17 per share on the...
Artículo de análisis Aug 29

Is PPHE Hotel Group (LON:PPH) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis May 01

Here's Why PPHE Hotel Group (LON:PPH) Is Weighed Down By Its Debt Load

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Mar 28

PPHE Hotel Group (LON:PPH) Is Increasing Its Dividend To £0.21

PPHE Hotel Group Limited ( LON:PPH ) will increase its dividend from last year's comparable payment on the 30th of May...
User avatar
Nueva narrativa Feb 09

Future Prospects Strengthen With New European Hotels And Radisson Partnership

Completion of a growth pipeline and diversified business mix enhances revenue, EBITDA growth, and net margins through new openings and increased market demand.
Artículo de análisis Jul 19

Does PPHE Hotel Group (LON:PPH) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis May 30

Shareholders Should Be Pleased With PPHE Hotel Group Limited's (LON:PPH) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 17x, you may...
Artículo de análisis Apr 25

PPHE Hotel Group (LON:PPH) Will Pay A Larger Dividend Than Last Year At £0.20

PPHE Hotel Group Limited's ( LON:PPH ) dividend will be increasing from last year's payment of the same period to £0.20...
Artículo de análisis Apr 13

Is There Now An Opportunity In PPHE Hotel Group Limited (LON:PPH)?

While PPHE Hotel Group Limited ( LON:PPH ) might not have the largest market cap around , it led the LSE gainers with a...
Artículo de análisis Dec 19

Why Investors Shouldn't Be Surprised By PPHE Hotel Group Limited's (LON:PPH) P/S

There wouldn't be many who think PPHE Hotel Group Limited's ( LON:PPH ) price-to-sales (or "P/S") ratio of 1.2x is...
Artículo de análisis Mar 10

We Think PPHE Hotel Group's (LON:PPH) Profit Is Only A Baseline For What They Can Achieve

PPHE Hotel Group Limited's ( LON:PPH ) strong earnings report was rewarded with a positive stock price move. Our...
Artículo de análisis Oct 15

Does PPHE Hotel Group (LON:PPH) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Oct 08

Is PPHE Hotel Group (LON:PPH) Weighed On By Its Debt Load?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Jul 20

Is There Now An Opportunity In PPHE Hotel Group Limited (LON:PPH)?

PPHE Hotel Group Limited ( LON:PPH ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis May 13

Most Shareholders Will Probably Find That The CEO Compensation For PPHE Hotel Group Limited (LON:PPH) Is Reasonable

The share price of PPHE Hotel Group Limited ( LON:PPH ) has increased significantly over the past few years. However...
Artículo de análisis May 06

Are PPHE Hotel Group Limited (LON:PPH) Investors Paying Above The Intrinsic Value?

Today we will run through one way of estimating the intrinsic value of PPHE Hotel Group Limited ( LON:PPH ) by taking...
Artículo de análisis Mar 26

Is Now The Time To Look At Buying PPHE Hotel Group Limited (LON:PPH)?

PPHE Hotel Group Limited ( LON:PPH ), might not be a large cap stock, but it saw a significant share price rise of over...
Artículo de análisis Mar 04

PPHE Hotel Group Limited (LON:PPH) Just Reported And Analysts Have Been Cutting Their Estimates

PPHE Hotel Group Limited ( LON:PPH ) just released its latest annual report and things are not looking great...
Artículo de análisis Mar 03

Downgrade: Here's How Analysts See PPHE Hotel Group Limited (LON:PPH) Performing In The Near Term

The analysts covering PPHE Hotel Group Limited ( LON:PPH ) delivered a dose of negativity to shareholders today, by...
Artículo de análisis Mar 01

PPHE Hotel Group (LON:PPH) Has Gifted Shareholders With A Fantastic 172% Total Return On Their Investment

The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...

Rentabilidad de los accionistas

PPHGB HospitalityMercado GB
7D-1.1%-1.4%2.5%
1Y10.0%-14.5%19.4%

Rentabilidad vs. Industria: PPH superó a la industria UK Hospitality, que obtuvo un rendimiento del -14.5% el año pasado.

Rentabilidad vs. Mercado: PPH obtuvo unos resultados inferiores a los del mercado UK, que fueron del 19.4% el año pasado.

Volatilidad de los precios

Is PPH's price volatile compared to industry and market?
PPH volatility
PPH Average Weekly Movement6.0%
Hospitality Industry Average Movement5.5%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

Precio estable de las acciones: PPH no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado UK.

Volatilidad a lo largo del tiempo: La volatilidad semanal de PPH (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1986n/aBoris Iveshawww.pphe.com

PPHE Hotel Group Limited es propietaria, copropietaria, promotora, arrendataria, explotadora y franquiciadora de inmuebles hoteleros en los Países Bajos, el Reino Unido, Alemania, Croacia, Austria, Hungría, Italia y Serbia. La empresa se centra en hoteles de gama alta, gama alta superior y estilo de vida en ciudades y regiones, así como en complejos turísticos y campings en destinos turísticos selectos. Posee y explota hoteles y complejos turísticos bajo las marcas Park Plaza, art'otel, Holmes, Radisson Collection y Arena Campsites, así como Arena Hotels & Apartments.

Resumen de fundamentos de PPHE Hotel Group Limited

¿Cómo se comparan los beneficios e ingresos de PPHE Hotel Group con su capitalización de mercado?
Estadísticas fundamentales de PPH
Capitalización bursátilUK£653.83m
Beneficios(TTM)UK£13.19m
Ingresos (TTM)UK£466.40m
49.6x
Ratio precio-beneficio (PE)
1.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de PPH
IngresosUK£466.40m
Coste de los ingresosUK£328.21m
Beneficio brutoUK£138.19m
Otros gastosUK£125.00m
BeneficiosUK£13.19m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.31
Margen bruto29.63%
Margen de beneficio neto2.83%
Ratio deuda/patrimonio178.2%

¿Cómo se ha desempeñado PPH a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.5%
Rentabilidad actual por dividendo
124%
Ratio de pagos
¿Cuándo hay que comprar PPH para recibir un próximo dividendo?
fechas de dividendos de PPHE Hotel Group
Fecha ex dividendoApr 23 2026
Fecha de pago de dividendosMay 29 2026
Días hasta ex dividendo30 days
Días hasta la fecha de pago de dividendos6 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 06:52
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PPHE Hotel Group Limited está cubierta por 16 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ned HammondBerenberg
Owen ShirleyBerenberg
Joseph BarronBerenberg