Chatham Lodging Trust REIT (CLDT)vsHost Hotels & Resorts Inc (HST)
CLDT
Chatham Lodging Trust REIT
$11.44
+1.24%
REAL ESTATE · Cap: $554.61M
HST
Host Hotels & Resorts Inc
$24.62
+0.70%
REAL ESTATE · Cap: $17.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Host Hotels & Resorts Inc generates 2009% more annual revenue ($6.18B vs $292.87M). HST leads profitability with a 16.4% profit margin vs 3.1%. HST appears more attractively valued with a PEG of 2.22. HST earns a higher WallStSmart Score of 64/100 (C+).
CLDT
Hold42
out of 100
Grade: D
HST
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.3%
Fair Value
$33.70
Current Price
$11.44
$22.26 discount
Margin of Safety
-5.0%
Fair Value
$19.00
Current Price
$24.62
$5.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 105.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
3.1% margin — thin
Expensive relative to growth rate
2.8% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CLDT
The strongest argument for CLDT centers on Price/Book.
Bull 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%.
Bear Case : CLDT
The primary concerns for CLDT are PEG Ratio, Market Cap, Return on Equity. A P/E of 565.0x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : HST
The primary concerns for HST are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
HST carries more volatility with a beta of 1.13 — expect wider price swings.
HST is growing revenue faster at 2.8% — 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 (64/100 vs 42/100), backed by strong 16.4% margins. CLDT offers better value entry with a 77.3% 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.
Chatham Lodging Trust REIT
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Chatham Lodging Trust is a publicly traded, self-listed real estate investment trust primarily focused on investing in exclusive extended stay hotels and select service hotels of premium brands.
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 →Compare with Other REIT - HOTEL & MOTEL Stocks
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