RLJ Lodging Trust owns and operates a portfolio of upscale and upper-upscale select-service and full-service hotels in the US, with the revenue base concentrated in urban and convention-driven markets. Its structural edge is the scale and quality of that owned real estate, which gives it pricing power in major gateway cities and the balance sheet to keep reinvesting in renovations. The near-term driver is top-line recovery: revenue growth of 5.6% is positive, though the 26.8% gross margin and 14.5% operating margin leave limited room for error if group and business travel soften. The stock looks interesting now mainly because the trailing P/E of 0.0 and forward P/E of 2000 are distorted by near-zero or depressed net earnings (ROE is just 1.3%), so valuation has to be judged on EBITDA and asset value, which needs a deeper look. At a 58/100 score and a $1.8B market cap with no index membership, this is a name to examine on cash flow and leverage, not one that screens cheaply on earnings.
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.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 16:04 CEST | Rating | Fairly valued | first publication | $11.65 |
| 14 Oct 2026, 00:00 CEST | Fair value | $10.80 | $10.63 | $11.29 |
| 12 Oct 2026, 00:00 CEST | ACCE price target | $11.50 | first publication | $11.21 |
| 10 Oct 2026, 00:00 CEST | Fair value | $10.63 | $4.38 | $11.20 |
| 6 Oct 2026, 00:00 CEST | Fair value | $4.38 | $4.32 | $11.22 |
| 2 Oct 2026, 00:00 CEST | Fair value | $4.32 | $4.38 | $11.05 |
| 29 Sept 2026, 00:00 CEST | Fair value | $4.38 | $4.50 | $11.20 |
| 27 Sept 2026, 00:00 CEST | Fair value | $4.50 | $4.37 | $11.20 |
| 25 Sept 2026, 00:00 CEST | Fair value | $4.37 | $4.03 | $10.91 |
| 19 Sept 2026, 00:00 CEST | Fair value | $4.03 | $4.08 | $10.91 |
Answered from RLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| RLJ RLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value | $12.06 | $11 | 12% above | - | 1.3% | 42 | 58 |
| XHR Xenia Hotels & Resorts Inc. Common Stock | $19.51 | $26 | 24% below | - | -0.6% | 39 | 57 |
| SHO Sunstone Hotel Investors Inc. Sunstone Hotel Investors Inc. Common Shares | $12.51 | $9 | 42% above | 59.6x | 2.8% | 55 | 64 |
| PEB Pebblebrook Hotel Trust Common Shares of Beneficial Interest | $20.39 | - | - | - | -1.6% | 39 | 57 |
| DRH Diamondrock Hospitality Company Common Stock | $13.76 | $12 | 18% above | 19.1x | 9.9% | 61 | 73 |
| PK Park Hotels & Resorts Inc. Common Stock | $16.35 | - | - | - | -4.9% | 43 | 51 |
| COVH.PA Covivio Hotels | €20.00 | €26 | 23% below | 9.3x | 9.3% | 81 | 58 |
Where RLJ ranks against its sector peers on each metric.