Hyatt Hotels (H)
Consumer Discretionary · Hotel Management and Franchising
Global hospitality operator and franchisor running 1,500+ branded hotels, resorts, and all-inclusive properties across luxury-to-essential segments, generating recurring management and franchise fees alongside owned property operations.
What Hyatt Hotels does
Hyatt Hotels is a global hospitality company operating and franchising a diverse portfolio of over 1,500 branded hotels, resorts, and all-inclusive properties across five distinct brand portfolios (Luxury, Lifestyle, Inclusive, Classics, and Essentials). The company generates revenue primarily through management fees, franchise fees, hotel operations, and distribution/destination management services, including the ALG Vacations and Mr & Mrs Smith platforms, and completed an acquisition of Playa Hotels & Resorts in June 2025 to expand its all-inclusive resort presence in the Caribbean and Mexico.
Themes: ["Hotel management and franchising","All-inclusive resorts","Luxury hospitality","Select-service lodging","Vacation ownership and timeshare","Distribution and destination management services","Travel technology platforms","Global hotel portfolio"]
Fundamentals
- Price$189.95 as of 2026-07-09 close
- Market cap$17.9B as of 2026-07-10
- 1-year return+28.1% as of 2026-07-09 close
- Net margin-0.5% as of 2026-07-10
- Gross margin+47.5% as of 2026-07-10
- ROE-1.0% as of 2026-07-10
- Debt / equity1.33 as of 2026-07-10
- Revenue growth (YoY)+4.2% as of 2026-07-10
- Revenue CAGR (3y)+6.4% SEC XBRL
- Beta1.36 as of 2026-07-10
Dividend: yield +0.3%; 3-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Asset impairments and valuation write-downs (recorded $21M in impairment charges in Q1 2026 vs. $4M prior year), indicating exposure to property value fluctuations","Integration and execution risks from the Playa Hotels acquisition completed June 2025, a material transaction expanding all-inclusive resort exposure","Negative net margin (-0.48%) and unprofitable status despite revenue growth, reflecting operational leverage challenges and debt service costs from acquisitions"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.