Host Hotels & Resorts, Inc. (HST)

FairStock Score: 67/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I begin with the business, not the ticker. Host Hotels owns 70 U.S. and five international luxury and upper-upscale hotels—about 41,300 rooms—plus non-controlling interests in seven domestic joint ventures. Location and brand affiliations matter, but hotel ownership is cyclical and capital-intensive; I see a narrow edge, not a wide moat. For a REIT, reported EPS and P/E are distorted by depreciation, so I do not use a Graham Number or margin of safety here. FFO and AFFO, the right measures, are not in the data; I lean on dividend yield, leverage, revenue trend and price-to-book. At the $25.06 close on 2026-10-26, the dividend yield is 3.66%, and FairStock's FCF yield is 5.9%. Leverage is meaningful: debt-to-equity is 0.85, while FairStock's Altman Z-score is 1.71 and Piotroski F-score is 4/9. Growth has been steady rather than exciting. In fiscal 2025, the year ended 2025-12-31, revenue was $6.1B versus $5.7B in fiscal 2024; net income was $765.0M versus $697.0M; diluted EPS was $1.10 versus $0.99. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $1.6B, net income $237.0M, and diluted EPS $0.35, versus $1.6B, $221.0M, and $0.32 in fiscal Q2 2025. FairStock's computed Lynch category is SLOW GROWER—profit up 6.5% a year and revenue up 7.6% over three years. FairStock calculations also show P/B 2.69, P/E 16.82, EV/EBITDA 9.74, ROE 15.56%, ROCE 4.33%, and a FairStock score of 67/100. That looks fair, not bargain-cheap.

In plain English: Host Hotels & Resorts owns and runs luxury and upper-upscale hotels, mostly in the United States. The business is profitable, revenue is growing, and it pays a 3.66% dividend, but it carries meaningful debt and the shares trade above the company's accounting value. On the numbers given, the price looks fair rather than deeply cheap.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer