PPHE Hotel Group Limited

Report azionario LSE:PPH

Capitalizzazione di mercato: UK£661.4m

PPHE Hotel Group Performance degli utili passati

Criteri Il passato verificati 1/6

PPHE Hotel Group ha registrato una crescita degli utili a un tasso medio annuo di 66.5%, mentre il settore Hospitality ha registrato utili in crescita a un tasso medio annuo di 45.2%. I ricavi sono stati in crescita a un tasso medio annuo di 27.9%. Il ritorno sul capitale proprio di PPHE Hotel Group è 0.1% e ha margini netti di 2.8%.

Informazioni chiave

66.45%

Tasso di crescita degli utili

66.47%

Tasso di crescita dell'EPS

Hospitality Crescita del settore1.31%
Tasso di crescita dei ricavi27.88%
Rendimento del capitale proprio0.12%
Margine netto2.83%
Ultimo aggiornamento sugli utili31 Dec 2025

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa Jul 06

PPH: Higher Margins And Dividend Support Will Drive Future Upside

Analysts have raised their price target on PPHE Hotel Group from £18.33 to £21.00, citing updated assumptions. These include steadier revenue trends, a higher projected profit margin of 16.75%, and a lower future P/E of 16.17x as key drivers of the change.
Aggiornamento narrativa Jun 22

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

Analysts have nudged their price target for PPHE Hotel Group to £20.50 per share, a slight adjustment that reflects updated assumptions for revenue trends, profit margins, a higher future P/E multiple and a modestly lower discount rate. What’s in the News for PPHE Hotel Group Fattal Hotels cancelled its proposed acquisition of the remaining 96.03% stake in PPHE Hotel Group on June 19, 2026, ending an offer that had been valued at £880 million, or £22 per share, subject to conditions.
Aggiornamento narrativa Jun 06

PPH: Proposed Takeover And Fair Value Outlook Will Shape Repricing

Analysts have reduced their price target for PPHE Hotel Group to £20.83 from £23.43. This reflects updated assumptions that combine lower revenue growth expectations with higher projected profit margins and a lower future P/E multiple.
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi 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...
Aggiornamento 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Ripartizione dei ricavi e delle spese

Come PPHE Hotel Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

LSE:PPH Ricavi, spese e utili (GBP Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 254661300
30 Sep 254591800
30 Jun 254522200
31 Mar 254472500
31 Dec 244432800
30 Sep 244342500
30 Jun 244262200
31 Mar 244202200
31 Dec 234152200
30 Sep 234062900
30 Jun 233973600
31 Mar 233632300
31 Dec 223301000
30 Sep 22279-1000
30 Jun 22229-3000
31 Mar 22185-4100
31 Dec 21141-5200
30 Sep 21104-7400
30 Jun 2166-9600
31 Mar 2184-8900
31 Dec 20102-8200
30 Sep 20183-4300
30 Jun 20264-300
31 Mar 203111500
31 Dec 193583400
30 Sep 193533000
30 Jun 193482700
31 Mar 193453300
31 Dec 183413800
30 Sep 183373800
30 Jun 183323800
31 Mar 183293100
31 Dec 173252400
30 Sep 173142500
30 Jun 173032600
31 Mar 172883000
31 Dec 162723500
30 Sep 162503300
30 Jun 162283100
31 Mar 162233000
31 Dec 152192900
30 Sep 152142900

Guadagni di qualità: PPH ha un grande una tantum perdita di £31.9M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st December, 2025.

Margine di profitto in crescita: Gli attuali margini di profitto netti di PPH (2.8%) sono inferiori rispetto allo scorso anno (6.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: PPH è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 66.5% all'anno.

Accelerare la crescita: PPH ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: PPH ha avuto una crescita negativa degli utili ( -53.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Hospitality ( -1.3% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 0.1% ) di PPH è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/30 23:58
Prezzo dell'azione a fine giornata2026/07/30 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

PPHE Hotel Group Limited è coperta da 15 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ned HammondBerenberg
Owen ShirleyBerenberg
Joseph BarronBerenberg