Hilton operates a portfolio of 24 hotel brands spanning economy to luxury segments, generating revenue primarily through franchise fees, management contracts, and owned properties rather than room sales. The company's asset-light model, where franchisees and third-party operators bear capital expenditure, creates high-margin recurring income streams that are largely insulated from cyclical downturns. Unit growth remains the core lever: Hilton added 192,000 rooms in 2023 and maintains a pipeline of 500,000+ rooms under development, with particular strength in emerging markets and the upper-midscale segment where franchise economics are most attractive. At a forward PE of 31.2x against 63% operating margins and a 79% gross margin, the valuation reflects confidence in the pipeline's conversion, though near-term revenue growth of 2.5% suggests the market is pricing in execution risk or macro caution. The spread between current valuation and historical trading ranges leaves limited margin for disappointment on unit growth acceleration or RevPAR trends.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 6 Oct 2026, 00:00 CEST | Fair value | $112 | $114 | $319 |
| 19 Sept 2026, 00:00 CEST | ACCE price target | $315 | first publication | $306 |
| 11 Sept 2026, 00:00 CEST | Fair value | $114 | $118 | $307 |
| 7 Sept 2026, 00:00 CEST | Fair value | $118 | $119 | $311 |
| 2 Sept 2026, 00:00 CEST | Fair value | $119 | $121 | $316 |
| 31 Aug 2026, 00:00 CEST | Fair value | $121 | $123 | $322 |
| 25 Aug 2026, 00:00 CEST | Fair value | $123 | $122 | $328 |
| 23 Aug 2026, 00:00 CEST | Fair value | $122 | $124 | $326 |
| 20 Aug 2026, 00:00 CEST | Fair value | $124 | $123 | $329 |
| 17 Aug 2026, 00:00 CEST | Fair value | $123 | $130 | $326 |
Answered from Hilton Worldwide Holdings Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| HLT Hilton Worldwide Holdings Inc. Common Stock | $349.63 | - | - | 51.9x | 0.0% | 62 | 52 |
| MAR Marriott International Class A Common Stock | $396.80 | $130 | 206% above | 41.8x | 14.5% | 72 | 60 |
| IHG Intercontinental Hotels Group American Depositary Shares (Each representing one Ordinary Share) | $167.78 | $55 | 206% above | 36.3x | 0.0% | 59 | 54 |
| IHG.L InterContinental Hotels Group PLC | $165.70 | $51 | 225% above | 34.2x | 0.0% | 59 | 53 |
| H Hyatt Hotels Corporation Class A Common Stock | $176.96 | $76 | 133% above | 213.1x | 2.2% | 54 | 49 |
| HTHT H World Group Limited American Depositary Shares | $46.31 | $35 | 34% above | 34.5x | 38.1% | 79 | 55 |
| INDHOTEL.NS The Indian Hotels Company Limited | ₹782.30 | - | - | 50.3x | 16.5% | 86 | 67 |
Where HLT ranks against its sector peers on each metric.