Host Hotels & Resorts Inc (HST)vsRLJ Lodging Trust (RLJ)
HST
Host Hotels & Resorts Inc
$25.13
+0.60%
REAL ESTATE · Cap: $17.41B
RLJ
RLJ Lodging Trust
$12.32
-0.88%
REAL ESTATE · Cap: $1.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Host Hotels & Resorts Inc generates 354% more annual revenue ($6.18B vs $1.36B). HST leads profitability with a 16.4% profit margin vs 1.8%. RLJ appears more attractively valued with a PEG of 2.06. HST earns a higher WallStSmart Score of 62/100 (C+).
HST
Buy62
out of 100
Grade: C+
RLJ
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.8%
Fair Value
$19.04
Current Price
$25.13
$6.09 premium
Margin of Safety
+55.6%
Fair Value
$18.93
Current Price
$12.32
$6.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 105.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
2.8% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
3.6% revenue growth
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : HST
The strongest argument for HST centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 16.4% and operating margin at 19.2%.
Bull Case : RLJ
The strongest argument for RLJ centers on Price/Book.
Bear Case : HST
The primary concerns for HST are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : RLJ
The primary concerns for RLJ are PEG Ratio, Revenue Growth, Market Cap. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
HST carries more volatility with a beta of 1.12 — expect wider price swings.
RLJ is growing revenue faster at 3.6% — sustainability is the question.
HST generates stronger free cash flow (220M), providing more financial flexibility.
Monitor REIT - HOTEL & MOTEL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HST scores higher overall (62/100 vs 42/100), backed by strong 16.4% margins. RLJ offers better value entry with a 55.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
Visit Website →RLJ Lodging Trust
REAL ESTATE · REIT - HOTEL & MOTEL · USA
RLJ Lodging Trust is a publicly traded and publicly traded real estate investment trust primarily owning premium brand, high margin, focused service and compact full service hotels.
Visit Website →Compare with Other REIT - HOTEL & MOTEL Stocks
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