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H Stock Analysis 2026 - Hyatt Hotels Corp AI Rating

H NYSE Hotels & Motels IL CIK: 0001468174
Recently Updated • Analysis: Apr 10, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 H Key Takeaways

Revenue: $7.1B
Net Margin: -0.7%
Free Cash Flow: $159.0M
Current Ratio: 0.75x
Debt/Equity: 1.28x
EPS: $-0.55
AI Rating: SELL with 78% confidence

Is H a Good Investment? Thesis Analysis

Claude

Hyatt is experiencing a profitability crisis with negative net income (-52M) and deteriorating EPS (-0.55) despite 6.8% revenue growth, indicating operational challenges outpacing topline expansion. High leverage (1.28x D/E) combined with unprofitable operations and weak liquidity (0.75x current ratio) creates elevated financial distress risk, though positive operating cash flow (379M) provides some buffer.

Why Buy H? Key Strengths

Claude
  • + Revenue growth of 6.8% YoY demonstrates market demand and business activity expansion
  • + Positive operating cash flow of 379M shows the business generates cash despite accounting losses
  • + Substantial asset base of 14.0B provides operational foundation and collateral value

H Investment Risks to Consider

Claude
  • ! Negative net income of -52M with declining profitability (-6.1% YoY) and negative ROE/ROA indicates value destruction
  • ! High debt-to-equity ratio of 1.28x at a time of negative earnings creates acute refinancing and solvency risk
  • ! Weak liquidity position with current ratio of 0.75x and low interest coverage of 2.1x leaves minimal cushion for operational disruptions

Key Metrics to Watch

Claude
  • * Net profitability return to positive territory and operating margin expansion from 1.1%
  • * Debt reduction trajectory and improvement in current ratio toward 1.0x or above
  • * Operating cash flow sustainability and free cash flow allocation to debt reduction

H Financial Metrics

Revenue
$7.1B
Net Income
$-52.0M
EPS (Diluted)
$-0.55
Free Cash Flow
$159.0M
Total Assets
$14.0B
Cash Position
$787.0M

💡 AI Analyst Insight

The relatively thin 2.2% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

H Profitability Ratios

Gross Margin N/A
Operating Margin 1.1%
Net Margin -0.7%
ROE -1.6%
ROA -0.4%
FCF Margin 2.2%

H vs Default Sector

How Hyatt Hotels Corp compares to Default sector averages

Net Margin
H -0.7%
vs
Sector Avg 12.0%
H Sector
ROE
H -1.6%
vs
Sector Avg 15.0%
H Sector
Current Ratio
H 0.8x
vs
Sector Avg 1.8x
H Sector
Debt/Equity
H 1.3x
vs
Sector Avg 0.7x
H Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is H Overvalued or Undervalued?

Based on fundamental analysis, Hyatt Hotels Corp shows some fundamental concerns relative to the Default sector in 2026.

Return on Equity
-1.6%
Sector avg: 15%
Net Profit Margin
-0.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.28x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

H Balance Sheet & Liquidity

Current Ratio
0.75x
Quick Ratio
0.75x
Debt/Equity
1.28x
Debt/Assets
73.9%
Interest Coverage
2.13x
Long-term Debt
$4.3B

H 5-Year Financial Trend & Growth Analysis

H 5-year financial data: Year 2021: Revenue $5.0B, Net Income $766.0M, EPS $7.21. Year 2022: Revenue $5.9B, Net Income -$703.0M, EPS $-6.93. Year 2023: Revenue $6.7B, Net Income -$222.0M, EPS $-2.13. Year 2024: Revenue $6.7B, Net Income $455.0M, EPS $4.09. Year 2025: Revenue $7.1B, Net Income $220.0M, EPS $2.05.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Hyatt Hotels Corp's revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.05 reflects profitable operations.

H Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.2%
Free cash flow / Revenue

H Quarterly Performance

Quarterly financial performance data for Hyatt Hotels Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.6B -$32.0M $-0.34
Q2 2025 $1.7B -$3.0M $-0.03
Q1 2025 $1.7B $20.0M $0.19
Q3 2024 $1.6B $68.0M $0.63
Q2 2024 $1.7B $68.0M $0.63
Q1 2024 $1.7B $58.0M $0.53
Q3 2023 $1.5B $28.0M $0.25
Q2 2023 $1.5B $68.0M $0.63

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

H Capital Allocation

Operating Cash Flow
$379.0M
Cash generated from operations
Stock Buybacks
$293.0M
Shares repurchased (TTM)
Capital Expenditures
$220.0M
Investment in assets
Dividends Paid
$57.0M
Returned to shareholders

H SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Hyatt Hotels Corp (CIK: 0001468174)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 DEF 14A tm264387-2_def14a.htm View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774988835.xml View →
Mar 27, 2026 8-K tm269877d1_8k.htm View →
Mar 23, 2026 4 xslF345X06/wk-form4_1774299391.xml View →
Mar 23, 2026 4 xslF345X06/wk-form4_1774299357.xml View →

Frequently Asked Questions about H

What is the AI rating for H?

Hyatt Hotels Corp (H) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are H's key strengths?

Claude: Revenue growth of 6.8% YoY demonstrates market demand and business activity expansion. Positive operating cash flow of 379M shows the business generates cash despite accounting losses.

What are the risks of investing in H?

Claude: Negative net income of -52M with declining profitability (-6.1% YoY) and negative ROE/ROA indicates value destruction. High debt-to-equity ratio of 1.28x at a time of negative earnings creates acute refinancing and solvency risk.

What is H's revenue and growth?

Hyatt Hotels Corp reported revenue of $7.1B.

Does H pay dividends?

Hyatt Hotels Corp pays dividends, with $57.0M distributed to shareholders in the trailing twelve months.

Where can I find H SEC filings?

Official SEC filings for Hyatt Hotels Corp (CIK: 0001468174) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is H's EPS?

Hyatt Hotels Corp has a diluted EPS of $-0.55.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is H a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Hyatt Hotels Corp has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is H stock overvalued or undervalued?

Valuation metrics for H: ROE of -1.6% (sector avg: 15%), net margin of -0.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy H stock in 2026?

Our dual AI analysis gives Hyatt Hotels Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is H's free cash flow?

Hyatt Hotels Corp's operating cash flow is $379.0M, with capital expenditures of $220.0M. FCF margin is 2.2%.

How does H compare to other Default stocks?

Vs Default sector averages: Net margin -0.7% (avg: 12%), ROE -1.6% (avg: 15%), current ratio 0.75 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 10, 2026 | Data as of: 2025-12-31 | Powered by Claude AI