Ryman Hospitality Properties (RHP): Evaluating Valuation After Earnings Beat and Record Hospitality Bookings

Ryman Hospitality Properties (RHP) just posted third quarter revenue ahead of what the market was looking for, largely thanks to momentum in its Hospitality and Entertainment arms. The company also set new records for group bookings at impressive room rates.

See our latest analysis for Ryman Hospitality Properties.

Ryman Hospitality Properties has seen its share price rebound in recent weeks, with a 1-day gain of 2.4% and an 8.1% jump over the last month. Upbeat earnings and ongoing venue investments have renewed investor optimism. Still, total shareholder return lags, down over 12% in the past year. This puts the company in catch-up mode after long-term gains of 81% over five years. Recent acquisitions and new expansion plans have caught the market’s attention, and investors appear to be betting that momentum could build if Nashville tourism and entertainment demand remains steady.

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With shares rebounding but full-year guidance slightly narrowed, is Ryman Hospitality Properties still trading at an attractive discount, or have recent gains already reflected the company’s future growth prospects?

Most Popular Narrative: 16.6% Undervalued

Ryman Hospitality Properties' widely followed narrative suggests a fair value meaningfully above the latest closing price of $93.79, setting up a compelling divergence between consensus expectations and where shares currently trade.

Recent acquisitions and ongoing capital investments (e.g., JW Marriott Desert Ridge, meeting space upgrades at Gaylord properties) put Ryman in a strong position to capitalize on renewed appetite for large-scale experiential travel and gatherings, supporting revenue growth and long-term cash flow.

Read the complete narrative.

Want to uncover what's driving this bullish outlook? The full narrative reveals a playbook of ambitious growth assumptions, along with an earnings roadmap that defies sector caution. Find out which future milestones and deal-making could fuel the next big move.

Result: Fair Value of $112.43 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rising competition and geographic concentration could pressure Ryman’s margins if market conditions or local economies shift unexpectedly in its core destinations.

Find out about the key risks to this Ryman Hospitality Properties narrative.

Build Your Own Ryman Hospitality Properties Narrative

If the story outlined here doesn’t quite fit your perspective, you can dig into the numbers and craft your own narrative in just a few minutes. Do it your way.

A great starting point for your Ryman Hospitality Properties research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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