Host Hotels & Resorts Inc (HST)vsRLJ Lodging Trust (RLJ)
HST
Host Hotels & Resorts Inc
$25.78
+0.82%
REAL ESTATE · Cap: $17.56B
RLJ
RLJ Lodging Trust
$12.59
-1.33%
REAL ESTATE · Cap: $1.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Host Hotels & Resorts Inc generates 351% more annual revenue ($6.23B vs $1.38B). HST leads profitability with a 16.5% profit margin vs 2.0%. RLJ appears more attractively valued with a PEG of 2.06. HST earns a higher WallStSmart Score of 58/100 (C).
HST
Buy58
out of 100
Grade: C
RLJ
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.8%
Fair Value
$19.23
Current Price
$25.78
$6.55 premium
Margin of Safety
+55.4%
Fair Value
$18.86
Current Price
$12.59
$6.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
3.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
2.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : HST
The strongest argument for HST centers on P/E Ratio, Price/Book. Profitability is solid with margins at 16.5% and operating margin at 18.2%.
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, Market Cap, Return on Equity. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
RLJ carries more volatility with a beta of 1.14 — expect wider price swings.
RLJ is growing revenue faster at 5.6% — sustainability is the question.
HST generates stronger free cash flow (382M), providing more financial flexibility.
Monitor REIT - HOTEL & MOTEL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HST scores higher overall (58/100 vs 50/100), backed by strong 16.5% margins. RLJ offers better value entry with a 55.4% margin of safety. Both earn "Buy" and "Buy" 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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