NYSE:H

Stock Analysis Report

NOT FOR DISTRIBUTION
Header cover image

Executive Summary

Hyatt Hotels Corporation, a hospitality company, develops, owns, operates, manages, franchises, licenses, or provides services to hotels, resorts, and other properties. More Details


Snowflake Analysis

High growth potential and fair value.


Similar Companies

Share Price & News

How has Hyatt Hotels's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: H has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-10.9%

H

-2.9%

US Hospitality

-1.5%

US Market


1 Year Return

-28.2%

H

-18.2%

US Hospitality

12.9%

US Market

Return vs Industry: H underperformed the US Hospitality industry which returned -18.2% over the past year.

Return vs Market: H underperformed the US Market which returned 12.9% over the past year.


Shareholder returns

HIndustryMarket
7 Day-10.9%-2.9%-1.5%
30 Day-2.3%5.2%-1.8%
90 Day6.9%12.0%6.6%
1 Year-27.9%-28.2%-16.9%-18.2%15.4%12.9%
3 Year-11.3%-13.1%-8.6%-14.4%39.6%30.2%
5 Year18.8%16.4%24.4%11.6%93.4%71.7%

Price Volatility Vs. Market

How volatile is Hyatt Hotels's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Hyatt Hotels undervalued compared to its fair value and its price relative to the market?

19.66x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: H ($53.37) is trading above our estimate of fair value ($39.62)

Significantly Below Fair Value: H is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: H is good value based on its PE Ratio (19.7x) compared to the US Hospitality industry average (27.6x).

PE vs Market: H is poor value based on its PE Ratio (19.7x) compared to the US market (18.2x).


Price to Earnings Growth Ratio

PEG Ratio: H is good value based on its PEG Ratio (0.2x)


Price to Book Ratio

PB vs Industry: H is good value based on its PB Ratio (1.5x) compared to the US Hospitality industry average (2.2x).


Next Steps

Future Growth

How is Hyatt Hotels forecast to perform in the next 1 to 3 years based on estimates from 17 analysts?

83.7%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: H's forecast earnings growth (83.7% per year) is above the savings rate (2.2%).

Earnings vs Market: H's earnings (83.7% per year) are forecast to grow faster than the US market (23.1% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: H's revenue (26% per year) is forecast to grow faster than the US market (9.8% per year).

High Growth Revenue: H's revenue (26% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: H's Return on Equity is forecast to be low in 3 years time (4.3%).


Next Steps

Past Performance

How has Hyatt Hotels performed over the past 5 years?

24.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: H has a large one-off gain of $591.0M impacting its June 30 2020 financial results.

Growing Profit Margin: H's current net profit margins (16%) are lower than last year (17%).


Past Earnings Growth Analysis

Earnings Trend: H's earnings have grown significantly by 24.2% per year over the past 5 years.

Accelerating Growth: H's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: H had negative earnings growth (-35.4%) over the past year, making it difficult to compare to the Hospitality industry average (-46.9%).


Return on Equity

High ROE: H's Return on Equity (8%) is considered low.


Next Steps

Financial Health

How is Hyatt Hotels's financial position?


Financial Position Analysis

Short Term Liabilities: H's short term assets ($1.9B) exceed its short term liabilities ($701.0M).

Long Term Liabilities: H's short term assets ($1.9B) do not cover its long term liabilities ($4.4B).


Debt to Equity History and Analysis

Debt Level: H's debt to equity ratio (71.7%) is considered high.

Reducing Debt: H's debt to equity ratio has increased from 32.2% to 71.7% over the past 5 years.

Debt Coverage: H's operating cash flow is negative, therefore debt is not well covered.

Interest Coverage: Insufficient data to determine if H's interest payments on its debt are well covered by EBIT.


Balance Sheet


Next Steps

Dividend

What is Hyatt Hotels's current dividend yield, its reliability and sustainability?

0.62%

Forecast Dividend Yield


Dividend Yield vs Market

Notable Dividend: Unable to evaluate H's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate H's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if H's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if H's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: H is not paying a notable dividend for the US market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of H's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

3.0yrs

Average management tenure


CEO

Mark Hoplamazian (57 yo)

13.75yrs

Tenure

US$14,702,221

Compensation

Mr. Mark Samuel Hoplamazian serves as an Independent Director at V.F. Corporation since February 10, 2015. Mr. Hoplamazian has serves as the President, Chief Executive Officer, and Director of Hyatt Hotels ...


CEO Compensation Analysis

Compensation vs Market: Mark's total compensation ($USD14.70M) is above average for companies of similar size in the US market ($USD7.39M).

Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Thomas Pritzker
Executive Chairman of the Board16.08yrsUS$5.59m0.027%
$ 1.5m
Mark Hoplamazian
President13.75yrsUS$14.70m0.34%
$ 18.2m
Joan Bottarini
Executive VP & CFO1.83yrsUS$2.80m0.0084%
$ 452.9k
H. Floyd
Executive VP & Global President of Operations6.08yrsUS$4.31m0.088%
$ 4.8m
Mark Vondrasek
Executive VP & Chief Commercial Officer3yrsUS$3.04m0.0030%
$ 160.3k
Elizabeth Bauer
Senior VP3.08yrsno data0.0031%
$ 165.7k
Bradley O'Bryan
Senior VP of Investor Relations & Corporate Finance and Treasurerno datano data0.012%
$ 655.4k
Alex Zoghlin
Global Head of Data Strategyno datano datano data
Margaret Egan
Executive VP2.92yrsno data0.0012%
$ 62.6k
Deborah Goetz
Senior Vice President of Corporate Marketing and Global Communications5.42yrsno datano data
Deepak Sharma
Director of Salesno datano datano data
Malaika Myers
Executive VP & Chief Human Resources Officer3yrsno data0.010%
$ 559.3k

3.0yrs

Average Tenure

52yo

Average Age

Experienced Management: H's management team is considered experienced (3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Thomas Pritzker
Executive Chairman of the Board16.08yrsUS$5.59m0.027%
$ 1.5m
Mark Hoplamazian
President13.75yrsUS$14.70m0.34%
$ 18.2m
Richard Tuttle
Independent Director15.75yrsUS$265.00k0.025%
$ 1.3m
Michael Rocca
Independent Director12.5yrsUS$250.00k0.019%
$ 1.0m
Cary McMillan
Independent Director7.25yrsUS$270.00k0.0018%
$ 95.6k
Mackey McDonald
Independent Director11.25yrsUS$255.00k0.034%
$ 1.9m
Susan Kronick
Independent Director11.25yrsUS$270.00k0.037%
$ 2.0m
Pamela Nicholson
Independent Director6.5yrsUS$255.00k0.0030%
$ 160.9k
James Wooten
Independent Director9.25yrsUS$260.00k0.0076%
$ 408.1k
Paul Ballew
Independent Director3.5yrsUS$250.00k0.0055%
$ 298.5k
Jason Pritzker
Director6.5yrsUS$245.00k0.0026%
$ 138.2k

11.3yrs

Average Tenure

65yo

Average Age

Experienced Board: H's board of directors are seasoned and experienced ( 11.3 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: H insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Hyatt Hotels Corporation's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Hyatt Hotels Corporation
  • Ticker: H
  • Exchange: NYSE
  • Founded: 1957
  • Industry: Hotels, Resorts and Cruise Lines
  • Sector: Consumer Services
  • Market Cap: US$5.399b
  • Shares outstanding: 101.15m
  • Website: https://www.hyatt.com

Number of Employees


Location

  • Hyatt Hotels Corporation
  • 150 North Riverside Plaza
  • 8th Floor
  • Chicago
  • Illinois
  • 60606
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
HNYSE (New York Stock Exchange)YesClass A Common StockUSUSDNov 2009
1HTADB (Deutsche Boerse AG)YesClass A Common StockDEEURNov 2009

Biography

Hyatt Hotels Corporation, a hospitality company, develops, owns, operates, manages, franchises, licenses, or provides services to hotels, resorts, and other properties. It operates through four segments: O ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/09/22 05:41
End of Day Share Price2020/09/21 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.