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H · NYSE · STOCK

Hyatt (H) Stock Analysis

Consumer Cyclical Updated September 05, 2026
$166.00
52W $134.18 – $206.86
48/100
$15.68B
192.3
1.35
AI Committee Verdict
Watch
48/100
Conviction: Contested · 50% agreement · 6 analysts
+1.3%
-0.2%
6.70:1
Contested

Is H Bullish or Bearish?

Mixed. Innellis AI committee rates Hyatt (H) Watch with a composite score of 48/100 , based on 6 analysts with 50% agreement. Last updated September 05, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +12.09 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -7.91 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.27 across 17 articles, 14d). Value Analyst remains cautious — p/e of 197.5 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • News sentiment is positive (+0.27 across 17 articles, 14d) — News
Bear Case
  • P/E of 197.5 is expensive by classic value standards — Value
  • Price-to-book of 4.6x prices in significant intangible value — Value
  • ROE of only 2.4% -- cheap may mean cheap for a reason — Value
  • EPS declining -80.9% YoY despite any revenue growth — Growth
  • RSI at 30 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 05, 2026
Overall Committee Score
48/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 94%
of 178 Consumer Cyclical peers
Value Analyst bearish
27 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 197.5 is expensive by classic value standards
Growth Analyst neutral
56 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 3 consecutive earnings beats -- consistent execution
− EPS declining -80.9% YoY despite any revenue growth
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 30 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.75 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 17 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3059.07)
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Investment Thesis Evolution

Committee score moved marginally from 47.9 to 47.9.

Comparing 2026-09-04 to 2026-09-05 (1 day apart).

Technical Analysis

RSI (14)
29.9
Oversold
MACD Histogram
-1.262
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$165.00
Resistance
$167.55
Bollinger %B
0.11
Inside Bands
Price vs Moving Averages
EMA 9
$169.72 Below
EMA 21
$174.36 Below
EMA 50
$178.58 Below
EMA 200
$169.89 Below

Fundamental Analysis

Valuation
50
Growth
94
Profitability
2
Financial Health
28
Cash Flow
70
Valuation
P/E Ratio 192.3×
P/B Ratio 4.72×
PEG Ratio -0.68
Dividend Yield 0.36%
52W High $206.86
52W Low $134.18
Quality & Growth
ROE -156.0%
ROA -37.0%
Gross Margin 2035.8%
Operating Margin 976.4%
Revenue Growth YoY
Debt / Equity 1.36
AI Fundamental Assessment
P/E ratio of 192.3 (rich relative to a 15-40x range); Price-to-book of 4.7x; PEG ratio of -0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -1.6%; Return on assets of -0.4%; Net margin of 1.3%; Gross margin of 20.4%; Current ratio of 0.62 (tight short-term liquidity); Debt-to-equity of 1.36; Free cash flow per share is positive (4.16); Most recent quarter beat estimates by 20.6%; 3 consecutive earnings beats; EPS growth accelerating (-52.6% -> +77.8% QoQ); Average YoY EPS growth of 64.7%; Analyst estimates rising over recent quarters
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