Loading...
PPH logo

PPHE Hotel Group LimitedLSE:PPH Voorraadrapport

Marktkapitalisatie UK£653.8m
Prijs aandeel
UK£15.62
UK£18.33
14.8% ondergewaardeerd intrinsieke korting
1Y10.0%
7D-1.1%
1D
Portefeuillewaarde
Bekijk

PPHE Hotel Group Limited

LSE:PPH Voorraadrapport

Marktkapitalisatie: UK£653.8m

PPHE Hotel Group (PPH) Aandelenoverzicht

PPHE Hotel Group Limited is eigenaar, mede-eigenaar, ontwikkelaar, verhuurder, exploitant en franchisegever van horecagelegenheden in Nederland, het Verenigd Koninkrijk, Duitsland, Kroatië, Oostenrijk, Hongarije, Italië en Servië. Meer informatie

PPH Community Fair Values

Create Narrative

See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

PPHE Hotel Group Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor PPHE Hotel Group
Historische aandelenkoersen
Huidige aandelenkoersUK£15.62
52 Week HoogtepuntUK£20.90
52 Week LaagUK£12.62
Bèta0.34
1 maand verandering-6.58%
3 maanden verandering-20.63%
1 Jaar Verandering10.00%
3 jaar verandering43.30%
5 jaar verandering-7.57%
Verandering sinds IPO218.78%

Recent nieuws en updates

Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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

Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Rendement voor aandeelhouders

PPHGB HospitalityGB Markt
7D-1.1%-1.4%2.5%
1Y10.0%-14.5%19.4%

Rendement versus industrie: PPH overtrof de UK Hospitality industrie, die het afgelopen jaar een rendement -14.5 % opleverde.

Rendement versus markt: PPH presteerde slechter dan UK Market, dat het afgelopen jaar een rendement van 19.4 % opleverde.

Prijsvolatiliteit

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%

Stabiele aandelenkoers: PPH heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de UK markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van PPH is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
1986n/aBoris Iveshawww.pphe.com

PPHE Hotel Group Limited is eigenaar, mede-eigenaar, ontwikkelaar, verhuurder, exploitant en franchisegever van horecagelegenheden in Nederland, het Verenigd Koninkrijk, Duitsland, Kroatië, Oostenrijk, Hongarije, Italië en Servië. Het bedrijf richt zich op luxe-, luxe- en lifestylehotels met volledige service in steden en regio's, evenals resort- en campingaccommodaties op geselecteerde vakantiebestemmingen. Het is eigenaar en uitbater van hotels en resorts onder de merknamen Park Plaza, Art'otel, Holmes, Radisson Collection en Arena Campsites, evenals Arena Hotels & Apartments.

PPHE Hotel Group Limited Samenvatting

Hoe verhouden de winst en inkomsten van PPHE Hotel Group zich tot de beurswaarde?
PPH fundamentele statistieken
MarktkapitalisatieUK£653.83m
Inkomsten(TTM)UK£13.19m
Inkomsten(TTM)UK£466.40m
49.6x
Koers/Winstverhouding
1.4x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
PPH resultatenrekening (TTM)
InkomstenUK£466.40m
Kosten van inkomstenUK£328.21m
BrutowinstUK£138.19m
Overige uitgavenUK£125.00m
InkomstenUK£13.19m

Laatst gerapporteerde inkomsten

Dec 31, 2025

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)0.31
Brutomarge29.63%
Nettowinstmarge2.83%
Schuld/Eigen Vermogen Verhouding178.2%

Hoe presteerde PPH op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.5%
Huidig dividendrendement
124%
Uitbetalingsratio

Betaalt PPH een betrouwbaar dividend?

Zie PPH dividendgeschiedenis en benchmarks
Wanneer moet je PPH kopen om een aanstaand dividend te ontvangen?
PPHE Hotel Group dividenddata
Ex Dividend DatumApr 23 2026
Betaaldatum dividendMay 29 2026
Dagen tot Ex-dividend30 days
Dagen tot dividendbetaaldatum6 days

Betaalt PPH een betrouwbaar dividend?

Zie PPH dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 04:46
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

PPHE Hotel Group Limited wordt gevolgd door 16 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Ned HammondBerenberg
Owen ShirleyBerenberg
Joseph BarronBerenberg