Playa Hotels & Resorts N.V.

NasdaqGS:PLYA 주식 리포트

시가총액: US$1.7b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

Playa Hotels & Resorts 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Bruce Wardinski

최고경영자

US$6.8m

총 보수

CEO 급여 비율12.54%
CEO 재임 기간8.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간5.4yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Feb 12

Hyatt's Playa Hotels Acquisition Is A Reasonable Deal For Both Parties

Summary On Monday, Hyatt Hotels announced a deal to acquire the remainder of Playa Hotels stock that it didn't already own. I believe this is a fair deal for both companies. Playa shareholders get to exit at a record-high stock price, while Hyatt gains valuable properties and potential for additional value creation through asset recycling. Read the full article on Seeking Alpha
분석 기사 Feb 05

Calculating The Fair Value Of Playa Hotels & Resorts N.V. (NASDAQ:PLYA)

Key Insights Playa Hotels & Resorts' estimated fair value is US$15.49 based on 2 Stage Free Cash Flow to Equity Playa...
분석 기사 Jan 08

Does Playa Hotels & Resorts (NASDAQ:PLYA) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Dec 24

Optimistic Investors Push Playa Hotels & Resorts N.V. (NASDAQ:PLYA) Shares Up 27% But Growth Is Lacking

Despite an already strong run, Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ) shares have been powering on, with a gain of...
분석 기사 Dec 21

Is Playa Hotels & Resorts N.V. (NASDAQ:PLYA) Potentially Undervalued?

While Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ) might not have the largest market cap around , it led the NASDAQGS...
분석 기사 Nov 08

We Ran A Stock Scan For Earnings Growth And Playa Hotels & Resorts (NASDAQ:PLYA) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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새로운 내러티브 Sep 16

Calculated Expansions And Efficient Cost Management Propel Hospitality Leader To New Heights

Expansion in the Pacific and renovations like at Ziva Cancun Resort aim to enhance guest experiences, likely boosting revenue and EBITDA.
분석 기사 Aug 03

Playa Hotels & Resorts (NASDAQ:PLYA) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha May 30

Playa Hotels & Resorts: Occupancy Growth Across Dominican Republic Quite Encouraging

Summary Playa Hotels & Resorts has seen impressive growth in occupancy and RevPAR across the Dominican Republic segment of the portfolio. Revenue growth across the Yucatan Peninsula has also been encouraging. I take a bullish view on Playa Hotels & Resorts. Read the full article on Seeking Alpha
분석 기사 May 10

Investors Aren't Entirely Convinced By Playa Hotels & Resorts N.V.'s (NASDAQ:PLYA) Earnings

With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...
분석 기사 Feb 27

Is Playa Hotels & Resorts N.V. (NASDAQ:PLYA) Potentially Undervalued?

Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ), might not be a large cap stock, but it saw a significant share price rise...
분석 기사 Jan 04

Playa Hotels & Resorts (NASDAQ:PLYA) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Nov 04

Is It Too Late To Consider Buying Playa Hotels & Resorts N.V. (NASDAQ:PLYA)?

While Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ) might not be the most widely known stock at the moment, it saw...
분석 기사 Sep 21

Here's Why Playa Hotels & Resorts (NASDAQ:PLYA) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Aug 04

Estimating The Intrinsic Value Of Playa Hotels & Resorts N.V. (NASDAQ:PLYA)

Key Insights The projected fair value for Playa Hotels & Resorts is US$7.69 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Jun 03

Is Now An Opportune Moment To Examine Playa Hotels & Resorts N.V. (NASDAQ:PLYA)?

While Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ) might not be the most widely known stock at the moment, it saw a...
분석 기사 May 05

Is Playa Hotels & Resorts (NASDAQ:PLYA) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Apr 14

Calculating The Fair Value Of Playa Hotels & Resorts N.V. (NASDAQ:PLYA)

Key Insights The projected fair value for Playa Hotels & Resorts is US$8.81 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Mar 01

Analysts Just Made A Decent Upgrade To Their Playa Hotels & Resorts N.V. (NASDAQ:PLYA) Forecasts

Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ) shareholders will have a reason to smile today, with the analysts making...
분석 기사 Feb 17

At US$7.83, Is Playa Hotels & Resorts N.V. (NASDAQ:PLYA) Worth Looking At Closely?

Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ), might not be a large cap stock, but it saw a significant share price rise...
분석 기사 Jan 25

Playa Hotels & Resorts (NASDAQ:PLYA) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jan 01

Estimating The Fair Value Of Playa Hotels & Resorts N.V. (NASDAQ:PLYA)

Does the January share price for Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ) reflect what it's really worth? Today, we...
분석 기사 Sep 26

We Think Playa Hotels & Resorts (NASDAQ:PLYA) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Sep 20

Playa Hotels & resorts re-authorize $100M share repurchase program

Playa Hotels & Resorts (NASDAQ:PLYA) Board has re-authorized the repurchase of up to $100M of the company's outstanding ordinary shares.
분석 기사 Aug 27

Should You Think About Buying Playa Hotels & Resorts N.V. (NASDAQ:PLYA) Now?

Playa Hotels & Resorts N.V. ( NASDAQ:PLYA ), is not the largest company out there, but it saw significant share price...
Seeking Alpha Jul 11

Playa Hotels & Resorts: Long-Term Outlook Encouraging

Playa Hotels & Resorts has shown encouraging RevPAR growth across its portfolio. A rising quick ratio means the company is better placed to handle a potential slowdown in revenue growth. I take a long-term bullish view of the stock. Investment Thesis: Strong growth in RevPAR as well as a rising quick ratio indicates that Playa Hotels & Resorts (PLYA) is seeing an encouraging recovery following the COVID-19 pandemic. I take a long-term bullish view on the stock. In a previous article, I made the argument that Playa Hotels & Resorts could see upside going forward as a result of a recovery in RevPAR (revenue per available room) and ADR (the average daily rate) across the company's major geographies. Moreover, with property prices rising in the Dominican Republic, I also made the argument that rising prices would provide a buffer against lower than expected resort bookings. With that being said, inflationary concerns and bearish market sentiment has coincided with a significant drop in the stock: investing.com The purpose of this article is to analyse whether the recent sell-off was overdone and if Playa Hotels & Resorts could reasonably see upside from here. Portfolio Performance Overall, Playa Hotels & Resorts saw a strong rebound in ADR and RevPAR from 2020 through to last year. To get a better overview of revenue performance across the different geographies in the company's portfolio, I decided to collate quarterly data on ADR and RevPAR for all quarters in 2020 and 2021. The ADR and RevPAR figures were then averaged by year in order to determine performance across each geography in the portfolio. The calculations were performed using SQL, and these can be found along with the original quarterly figures here. 2020 Portfolio ADR RevPAR RevPAR (% by portfolio) Jamaica 315.39 128.55 31.10% Yucatan Peninsula 292.27 120.73 29.21% Pacific Coast 395.25 102.31 24.75% Dominican Republic 239.74 61.79 14.95% Source: Calculations made by author. 2021 Portfolio ADR RevPAR RevPAR (% by portfolio) Yucatan Peninsula 318.49 168.23 29.48% Pacific Coast 344.01 163.14 28.58% Jamaica 300.86 129.1 22.62% Dominican Republic 268.1 110.26 19.32% Source: Calculations made by author. When looking at average RevPAR by year - we can see that the Yucatan Peninsula has become the largest revenue generator in the company's portfolio, and this accounted for just under 30% of overall revenue in 2021. However, what is also noteworthy is that the Jamaica region saw average RevPAR for 2020 and 2021 at virtually identical levels and Jamaica was the top revenue earner for the company in 2020. With that being said, the Yucatan Peninsula and Dominican Republic saw growth in both RevPAR and ADR, while the Pacific Coast and Jamaica saw a drop in ADR despite RevPAR growing by 59% for the former and remaining flat for the latter. 2022 Portfolio ADR RevPAR RevPAR (% by portfolio) Yucatan Peninsula 429.45 308.75 27.02% Pacific Coast 454.61 302.89 26.50% Jamaica 415.11 280.54 24.55% Dominican Republic 324.26 250.68 21.93% Source: Calculations made by author. While only the first quarter of data for 2022 is available, we seem to be seeing a continuation of this trend so far, with Yucatan Peninsula and the Pacific Coast remaining the top two by revenue along with higher ADR across these portfolios. What is particularly noteworthy is that both the Yucatan Peninsula and the Dominican Republic were able to increase average price charged per day to customers while also increasing revenue. This might suggest that customers who book across these portfolios are less price sensitive and even if inflation does somewhat lower the recovery for travel demand this summer - I take the view that revenue across these geographies could increase further in spite of rising prices. Looking Forward The rebound in revenue to date has been encouraging. Going forward - it is unclear to what extent inflation can be expected to dampen demand from here. In spite of the rebound in revenue growth we saw last year, the stock could see some downside if growth this year comes lower than expected due to inflationary concerns.

CEO 보수 분석

Bruce Wardinski의 보수는 Playa Hotels & Resorts의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2025n/an/a

US$63m

Dec 31 2024US$7mUS$850k

US$74m

Sep 30 2024n/an/a

US$66m

Jun 30 2024n/an/a

US$58m

Mar 31 2024n/an/a

US$65m

Dec 31 2023US$7mUS$820k

US$54m

Sep 30 2023n/an/a

US$39m

Jun 30 2023n/an/a

US$47m

Mar 31 2023n/an/a

US$57m

Dec 31 2022US$6mUS$775k

US$57m

Sep 30 2022n/an/a

US$71m

Jun 30 2022n/an/a

US$61m

Mar 31 2022n/an/a

US$23m

Dec 31 2021US$7mUS$750k

-US$90m

Sep 30 2021n/an/a

-US$164m

Jun 30 2021n/an/a

-US$230m

Mar 31 2021n/an/a

-US$310m

Dec 31 2020US$4mUS$202k

-US$262m

Sep 30 2020n/an/a

-US$207m

Jun 30 2020n/an/a

-US$158m

Mar 31 2020n/an/a

-US$70m

Dec 31 2019US$3mUS$750k

-US$4m

Sep 30 2019n/an/a

-US$672k

Jun 30 2019n/an/a

US$24m

Mar 31 2019n/an/a

US$40m

Dec 31 2018US$4mUS$750k

US$19m

보상 대 시장: Bruce의 총 보수(USD6.78M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.19M) 수준입니다.

보상과 수익: Bruce의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Bruce Wardinski (65 yo)

8.3yrs
재임 기간
US$6,779,237
보수

Mr. Bruce D. Wardinski has been an Independent Director of DiamondRock Hospitality Company since January 10, 2013 and serves as its Lead Director since May 03, 2016. Mr. Wardinski serves as President at Pl...


리더십 팀

이름직위재임 기간보수지분
Bruce Wardinski
President8.3yrsUS$6.78m데이터 없음
Ryan Hymel
Executive VP & CFO7.9yrsUS$3.33m0%
$ 0
Gregory Maliassas
Executive VP & COO4.4yrsUS$3.19m0%
$ 0
Fernando Mulet
Executive VP & Chief Investment Officer3.5yrsUS$3.33m0%
$ 0
Tracy M. Colden
Executive VP & General Counsel5.4yrsUS$2.31m0%
$ 0
Brandon Buhler
Senior VP & Chief Accounting Officer7.8yrs데이터 없음0%
$ 0
Pedram Saif
Senior Vice President of Investor Relations & Strategy5.8yrs데이터 없음데이터 없음
Dayna Blank
Executive VP & Chief People Officer6yrs데이터 없음데이터 없음
Danny Rose
Senior Vice President of E-Commerce3.5yrs데이터 없음데이터 없음
Nicolas Valle
Senior Vice President of Development & Investmentsless than a year데이터 없음데이터 없음
Dean Sullivan
Senior Vice President of Commercialless than a year데이터 없음데이터 없음
Arieh Goldberger
Senior Vice President of Hotel Finance & Accountingno data데이터 없음데이터 없음
5.4yrs
평균 재임 기간
48yo
평균 나이

경험이 풍부한 관리: PLYA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.4 년).


이사회 구성원

이름직위재임 기간보수지분
Bruce Wardinski
President19.1yrsUS$6.78m데이터 없음
Maria Miller
Independent Non-Executive Director4.3yrsUS$193.22k0%
$ 0
Karl Peterson
Independent Non-Executive Director8.3yrsUS$205.72k0%
$ 0
Mahmood Khimji
Independent Non-Executive Director4.3yrsUS$193.22k0%
$ 0
Hal Jones
Independent Non-Executive Vice Chairman8.3yrsUS$205.72k0%
$ 0
Leticia Navarro
Independent Non-Executive Director4.3yrsUS$198.22k0%
$ 0
Elizabeth Lieberman
Lead Independent Director8.3yrsUS$240.72k0%
$ 0
Jeanmarie Cooney
Independent Non-Executive Director2.9yrsUS$205.72k0%
$ 0
6.3yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: PLYA의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/06/17 06:13
종가2025/06/13 00:00
수익2025/03/31
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Playa Hotels & Resorts N.V.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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