PPHE Hotel Group Limited

LSE:PPH 株式レポート

時価総額:UK£674.8m

PPHE Hotel Group 将来の成長

Future 基準チェック /36

PPHE Hotel Groupの収益は年間2.1%で減少すると予測されていますが、年間利益は年間38%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に14.2% 38.1%なると予測されています。

主要情報

38.0%

収益成長率

38.13%

EPS成長率

Hospitality 収益成長18.6%
収益成長率-2.1%
将来の株主資本利益率14.15%
アナリストカバレッジ

Low

最終更新日07 Apr 2026

今後の成長に関する最新情報

分析記事 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...

Recent updates

ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

業績と収益の成長予測

LSE:PPH - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028443N/AN/AN/A1
12/31/20274373074923
12/31/20264182366832
12/31/20254661348100N/A
9/30/2025459183387N/A
6/30/2025452221874N/A
3/31/202544725671N/A
12/31/202444328-668N/A
9/30/202443425-2073N/A
6/30/202442622-3478N/A
3/31/202442022-3678N/A
12/31/202341522-3878N/A
9/30/202340629-3572N/A
6/30/202339736-3266N/A
3/31/202336323-3362N/A
12/31/202233010-3557N/A
9/30/2022279-10-4341N/A
6/30/2022229-30-5226N/A
3/31/2022185-41-608N/A
12/31/2021141-52-68-10N/A
9/30/2021104-74-82-26N/A
6/30/202166-96-95-42N/A
3/31/202184-89-91-35N/A
12/31/2020102-82-86-29N/A
9/30/2020183-43-509N/A
6/30/2020264-3-1447N/A
3/31/202031115-364N/A
12/31/201935834880N/A
9/30/201935330N/A78N/A
6/30/201934827N/A76N/A
3/31/201934533N/A66N/A
12/31/201834138N/A57N/A
9/30/201833738N/A51N/A
6/30/201833238N/A45N/A
3/31/201832931N/A57N/A
12/31/201732524N/A70N/A
9/30/201731425N/A64N/A
6/30/201730326N/A58N/A
3/31/201728830N/A50N/A
12/31/201627235N/A42N/A
9/30/201625033N/A45N/A
6/30/201622831N/A47N/A
3/31/201622330N/A50N/A
12/31/201521929N/A53N/A
9/30/201521429N/A48N/A
6/30/201520527N/A43N/A

アナリストによる今後の成長予測

収入対貯蓄率: PPHの予測収益成長率 (年間38% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: PPHの収益 ( 38% ) はUK市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高成長収益: PPHの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: PPHの収益は今後 3 年間で減少すると予想されています (年間-2.1% )。

高い収益成長: PPHの収益は今後 3 年間で減少すると予測されています (年間-2.1% )。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: PPHの 自己資本利益率 は、3年後には低くなると予測されています ( 14.2 %)。


成長企業の発掘

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2026/05/28 17:46
終値2026/05/28 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