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PPHE Hotel Group LimitedLSE:PPH 株式レポート

時価総額 UK£627.9m
株価
UK£14.88
UK£18.33
18.8% 割安 内在価値ディスカウント
1Y15.3%
7D-7.2%
ポートフォリオ価値
表示

PPHE Hotel Group Limited

LSE:PPH 株式レポート

時価総額:UK£627.9m

PPHE Hotel Group(PPH)株式概要

PPHE Hotel Group Limitedはオランダ、英国、ドイツ、クロアチア、オーストリア、ハンガリー、イタリア、セルビアでホスピタリティ不動産を所有、共同所有、開発、リース、運営、フランチャイズしている。 詳細

PPH ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長3/6
過去の実績1/6
財務の健全性2/6
配当金3/6

PPH Community Fair Values

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PPHE Hotel Group Limited 競合他社

価格と性能

株価の高値、安値、推移の概要PPHE Hotel Group
過去の株価
現在の株価UK£14.88
52週高値UK£20.90
52週安値UK£12.48
ベータ0.34
1ヶ月の変化-6.77%
3ヶ月変化-22.82%
1年変化15.35%
3年間の変化37.14%
5年間の変化-14.87%
IPOからの変化203.67%

最新ニュース

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).

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.

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).

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.

Recent updates

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).

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.

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).

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.

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).

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).

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.

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).

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.

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).

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.

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.

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

Nov 15
Earnings Tell The Story For PPHE Hotel Group Limited (LON:PPH) As Its Stock Soars 32%

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.

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

Aug 31
PPHE Hotel Group (LON:PPH) Will Pay A Dividend Of £0.17

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

Aug 29
Is PPHE Hotel Group (LON:PPH) A Risky Investment?

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

May 01
Here's Why PPHE Hotel Group (LON:PPH) Is Weighed Down By Its Debt Load

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

Mar 28
PPHE Hotel Group (LON:PPH) Is Increasing Its Dividend To £0.21
User avatar

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.

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

Jul 19
Does PPHE Hotel Group (LON:PPH) Deserve A Spot On Your Watchlist?

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

May 30
Shareholders Should Be Pleased With PPHE Hotel Group Limited's (LON:PPH) Price

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

Apr 25
PPHE Hotel Group (LON:PPH) Will Pay A Larger Dividend Than Last Year At £0.20

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

Apr 13
Is There Now An Opportunity In PPHE Hotel Group Limited (LON:PPH)?

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

Dec 19
Why Investors Shouldn't Be Surprised By PPHE Hotel Group Limited's (LON:PPH) P/S

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

Mar 10
We Think PPHE Hotel Group's (LON:PPH) Profit Is Only A Baseline For What They Can Achieve

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

Oct 15
Does PPHE Hotel Group (LON:PPH) Have A Healthy Balance Sheet?

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

Oct 08
Is PPHE Hotel Group (LON:PPH) Weighed On By Its Debt Load?

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

Jul 20
Is There Now An Opportunity In PPHE Hotel Group Limited (LON:PPH)?

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

May 13
Most Shareholders Will Probably Find That The CEO Compensation For PPHE Hotel Group Limited (LON:PPH) Is Reasonable

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

May 06
Are PPHE Hotel Group Limited (LON:PPH) Investors Paying Above The Intrinsic Value?

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

Mar 26
Is Now The Time To Look At Buying PPHE Hotel Group Limited (LON:PPH)?

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

Mar 04
PPHE Hotel Group Limited (LON:PPH) Just Reported And Analysts Have Been Cutting Their Estimates

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

Mar 03
Downgrade: Here's How Analysts See PPHE Hotel Group Limited (LON:PPH) Performing In The Near Term

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

Mar 01
PPHE Hotel Group (LON:PPH) Has Gifted Shareholders With A Fantastic 172% Total Return On Their Investment

What Is The Ownership Structure Like For PPHE Hotel Group Limited (LON:PPH)?

Dec 28
What Is The Ownership Structure Like For PPHE Hotel Group Limited (LON:PPH)?

PPHE Hotel Group (LON:PPH) Has Gifted Shareholders With A Fantastic 154% Total Return On Their Investment

Nov 30
PPHE Hotel Group (LON:PPH) Has Gifted Shareholders With A Fantastic 154% Total Return On Their Investment

株主還元

PPHGB HospitalityGB 市場
7D-7.2%-3.4%0.4%
1Y15.3%-16.4%19.5%

業界別リターン: PPH過去 1 年間で-16.4 % の収益を上げたUK Hospitality業界を上回りました。

リターン対市場: PPHは、過去 1 年間で19.5 % のリターンを上げたUK市場を下回りました。

価格変動

Is PPH's price volatile compared to industry and market?
PPH volatility
PPH Average Weekly Movement5.9%
Hospitality Industry Average Movement5.3%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.4%
10% least volatile stocks in GB Market3.1%

安定した株価: PPH 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: PPHの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1986n/aBoris Iveshawww.pphe.com

PPHE Hotel Group Limited はオランダ、英国、ドイツ、クロアチア、オーストリア、ハンガリー、イタリア、セルビアでホスピタリティ不動産を所有、共同所有、開発、リース、運営、フランチャイズしている。同社は、都市および地方におけるフルサービスの高級ホテル、アッパー高級ホテル、ライフスタイル・ホテル、および厳選されたリゾート地におけるリゾートおよびキャンプ場物件に重点を置いている。パークプラザ、アートテル、ホームズ、ラディソンコレクション、アリーナキャンプサイト、アリーナホテル&アパートメントの各ブランドでホテルやリゾートを所有、運営している。レストランやバー、イタリアンコーヒーバーespressamente illyやバリのマンダラスパなどのライセンス店舗も運営している。以前はパークプラザ・ホテルズ・リミテッドとして知られていたが、2012年3月にPPHEホテル・グループ・リミテッドに社名変更。PPHE Hotel Group Limitedは1986年に設立され、オランダのアムステルダムに本社を置いている。

PPHE Hotel Group Limited 基礎のまとめ

PPHE Hotel Group の収益と売上を時価総額と比較するとどうか。
PPH 基礎統計学
時価総額UK£627.88m
収益(TTM)UK£13.19m
売上高(TTM)UK£466.40m
47.2x
PER(株価収益率
1.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
PPH 損益計算書(TTM)
収益UK£466.40m
売上原価UK£328.21m
売上総利益UK£138.19m
その他の費用UK£125.00m
収益UK£13.19m

直近の収益報告

Dec 31, 2025

次回決算日

該当なし

一株当たり利益(EPS)0.31
グロス・マージン29.63%
純利益率2.83%
有利子負債/自己資本比率178.2%

PPH の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.6%
現在の配当利回り
124%
配当性向

PPH 配当は確実ですか?

PPH 配当履歴とベンチマークを見る
PPH 、いつまでに購入すれば配当金を受け取れますか?
PPHE Hotel Group 配当日
配当落ち日Apr 23 2026
配当支払日May 29 2026
配当落ちまでの日数13 days
配当支払日までの日数23 days

PPH 配当は確実ですか?

PPH 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/05 22:02
終値2026/05/05 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

PPHE Hotel Group Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Ned HammondBerenberg
Owen ShirleyBerenberg
Joseph BarronBerenberg