Ryman Hospitality Properties (RHP): Fresh Analyst Coverage Sparks New Interest—Is the Stock Undervalued?

Ryman Hospitality Properties (RHP) attracted attention after new coverage from Morgan Stanley and Cantor Fitzgerald put a spotlight on its position in the hotel REIT space. Both firms pointed to strengths such as entertainment assets and group-focused cash flow.

See our latest analysis for Ryman Hospitality Properties.

Ryman’s share price has lost some ground recently, dipping to $87.37 and marking a year-to-date share price return of -14.8%, even as upbeat analyst commentary has drawn fresh interest. However, its five-year total shareholder return of 149.7% points to a business that has weathered cycles well, with long-term momentum still present despite the recent pullback.

If analyst spotlights on Ryman’s niche have you scouting for new opportunities, this is a perfect moment to broaden your search and discover fast growing stocks with high insider ownership

With Ryman trading nearly 30% below analyst price targets and generating steady revenue growth, the question for investors is clear: is this recent underperformance setting up a buying opportunity, or are future gains already accounted for in the current price?

Most Popular Narrative: 23% Undervalued

The widely followed narrative places Ryman Hospitality Properties’ fair value at $113.79, about 23% higher than the last closing price of $87.37. This frames its current valuation as attractive and sets the stage for a detailed look at the growth engine behind that number.

Recent acquisitions and ongoing capital investments (such as JW Marriott Desert Ridge and 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. Visible increases in advance group booking activity and a robust pipeline for 2026 and 2027 indicate sustained demand for destination meetings and conventions as organizations prioritize periodic large-scale events, providing predictability for future revenues and earnings.

Read the complete narrative.

Curious about the profit and revenue bets driving this bold price target? This valuation is built on the expectation of resilient group demand and a future profit multiple well above industry averages. Want to know more? The full narrative outlines the surprising growth assumptions and just how high analysts think earnings could go.

Result: Fair Value of $113.79 (UNDERVALUED)

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

However, rising competition in key markets and higher labor costs could quickly challenge the outlook. These factors may bring potential volatility to Ryman's current growth story.

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

Build Your Own Ryman Hospitality Properties Narrative

If you see the story differently or want to dive into the details yourself, it takes just a couple of minutes to craft your own take and share your perspective, Do it your way

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

Looking for More Investment Ideas?

Seize the chance to discover stocks you might be overlooking. The Simply Wall Street Screener is your toolkit for unearthing tomorrow’s big winners, right now.

• Tap into the next wave of artificial intelligence by checking out these 27 AI penny stocks that are pushing the boundaries in automation and machine learning.
• Maximize potential returns by finding these 879 undervalued stocks based on cash flows trading at compelling discounts, before the market catches on.
• Secure lasting income streams and beat low-yield alternatives by reviewing these 17 dividend stocks with yields > 3% offering consistent payouts above 3%.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com