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HLT · NYSE · STOCK

Hilton Worldwide (HLT) Stock Analysis

Consumer Cyclical Updated August 23, 2026
$326.60
52W $253.54 – $358.00
51/100
$73.51B
47.5
1.06
AI Committee Verdict
Watch
51/100
Conviction: Contested · 33% agreement · 6 analysts
+2.0%
-11.2%
0.18:1
Contested

Is HLT Bullish or Bearish?

Mixed. Innellis AI committee rates Hilton Worldwide (HLT) Watch with a composite score of 51/100 , based on 6 analysts with 33% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.61 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 — -11.39 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. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 13.22) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 171.0% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • News sentiment is positive (+0.15 across 13 articles, 14d) — News
Bear Case
  • P/E of 45.7 is expensive by classic value standards — Value
  • Price-to-book of 38.6x prices in significant intangible value — Value
  • Debt-to-equity of 13.22 adds balance-sheet risk to the value case — Value
  • Revenue declining -19.7% YoY -- this is not a growth story right now — Growth
  • High leverage (debt-to-equity 13.22) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.66 is tight -- limited short-term liquidity cushion — Risk
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 August 23, 2026
Overall Committee Score
51/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 77%
of 178 Consumer Cyclical peers
Value Analyst bearish
40 / 100 · High confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ ROE of 171.0% shows genuine earnings power backing the valuation
− P/E of 45.7 is expensive by classic value standards
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -19.7% YoY -- this is not a growth story right now
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 13.22) amplifies downside in a stress scenario
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
63 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.15 across 13 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 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 51.3 to 51.4.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
52.8
Neutral
MACD Histogram
1.650
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$290.05
Resistance
$333.20
Bollinger %B
0.66
Inside Bands
Price vs Moving Averages
EMA 9
$326.23 Above
EMA 21
$324.76 Above
EMA 50
$325.97 Above
EMA 200
$310.41 Above

Fundamental Analysis

Valuation
33
Growth
66
Profitability
53
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 47.5×
P/B Ratio -11.76×
PEG Ratio 10.41
Dividend Yield 0.18%
52W High $358.00
52W Low $253.54
Quality & Growth
ROE -2704.2%
ROA 868.6%
Gross Margin 4406.1%
Operating Margin 2334.8%
Revenue Growth YoY
Debt / Equity -2.22
AI Fundamental Assessment
P/E ratio of 47.5 (rich relative to a 15-40x range); Price-to-book of -11.8x; PEG ratio of 10.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -27.0%; Return on assets of 8.7%; Net margin of 12.7%; Gross margin of 44.1%; Current ratio of 0.65 (tight short-term liquidity); Debt-to-equity of -2.22; Free cash flow per share is positive (8.84); Most recent quarter missed estimates by 0.8%; EPS growth accelerating (-3.4% -> +13.9% QoQ); Average YoY EPS growth of 4.1%; Analyst estimates rising over recent quarters
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