HST vs RHP vs VAC Stock Comparison

Host Hotels & Resorts, Ryman Hospitality Properties and Marriott Vacations Worldwide Prices as of Oct 27, 2026 Peers: Industry group

Head to Head

12 decided of 12

Host Hotels & Resorts leads on 5 of the 12 questions below (Host Hotels & Resorts 5, Ryman Hospitality Properties 4, Marriott Vacations Worldwide 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionHSTRHPVACLeader
Larger companyMarket capitalisation $17.37B $8.42B $3.90B HST
Cheaper on earningsLower P/E, profitable companies only 16.9x 31.0x -11.7x HST
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.4x 33.7x 11.9x VAC
Faster revenue growthRevenue growth, trailing twelve months +4.9% +12.2% +1.7% RHP
More profitableNet margin, trailing twelve months 16.5% 9.9% -6.5% HST
Better return on capitalReturn on invested capital 7.4% 10.9% -31.8% RHP
Less leveragedLower net debt / EBITDA 1.8x 4.2x -1.7x VAC
Higher dividend yieldTrailing dividend yield 0.04% 0.04% 0.00% HST
Better 1-year returnPrice return, last 12 months +51.6% +51.2% +57.6% VAC
Better 5-year returnAnnualised price return, 5 years +8.4%/yr +9.4%/yr -6.7%/yr RHP
Less volatileAnnualised volatility, 1 year 25.4% 23.7% 60.6% RHP
Higher overall scoreMean of the five percentile scores vs peers 74/100 60/100 30/100 HST

Percentile Scorecard

HSTRHPVAC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisHSTRHPVAC
Valuation 85 #22 of 145 54 #68 of 145 33 #19 of 28
Growth 64 #52 of 141 71 #42 of 141 4 #24 of 25
Profitability 73 #37 of 134 81 #27 of 134 17 #21 of 25
Financial Health 75 #35 of 138 28 #100 of 138 28 #22 of 30
Shareholder Returns 73 #36 of 131 69 #42 of 131 67 #7 of 19
Overall 74 60 30
  • HST ranked among 149 companies in Property REITs
  • RHP ranked among 149 companies in Property REITs
  • VAC ranked among 31 companies in Travel and Lodging

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodHSTRHPVACSPY
1 month +12.5%+9.0%+8.2% -0.2%
3 months -1.0%-2.7%+8.4% +3.9%
6 months +20.4%+27.5%+56.2% +8.2%
Year to date +42.2%+39.8%+92.8% +12.9%
1 year +51.6%+51.2%+57.6% +12.3%
3 years +67.6%+60.4%+27.7% +87.4%
3 years, per year +18.8%+17.1%+8.5% +23.3%
5 years +49.5%+56.7%-29.4% +67.9%
5 years, per year +8.4%+9.4%-6.7% +10.9%
10 years +69.4%+171.4%+78.4% +261.1%
10 years, per year +5.4%+10.5%+6.0% +13.7%

Risk

MeasureHSTRHPVACSPY
Volatility, 1Y 25.4%23.7%60.6% 12.7%
Downside volatility, 1Y 25.3%22.3%63.6% 12.7%
Beta vs S&P 500, 1Y 0.670.521.40 1.00
Return / volatility, 1Y 2.032.160.95 0.97
Max drawdown, 5Y -40.2%-34.8%-73.6% -25.4%
From 52-week high -1.3%-2.7%-10.9% -1.2%
52-week high $25.54$136.00$124.86 $779.14
52-week low $16.02$85.91$45.49 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleHSTRHPVAC
P/E now vs peer median 16.8xmedian 26.3x 30.7xmedian 26.3x -11.6xmedian 18.1x
P/S now vs peer median 2.8xmedian 4.0x 3.0xmedian 4.0x 0.7xmedian 1.5x
EV/EBITDA now vs peer median 12.0xmedian 14.4x 14.0xmedian 14.4x -4.8xmedian 14.0x
P/FCF now vs peer median 17.0xmedian 23.3x 30.4xmedian 23.3x 38.6xmedian 16.1x
P/B now vs peer median 2.7xmedian 1.3x 10.6xmedian 1.3x 1.9xmedian 2.5x
PEG now vs peer median 1.40median 1.91 21.19median 1.91 0.26median 0.30

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsHSTRHPVAC
Revenue $6.22B $2.74B $5.16B
Gross profit $1.68B $1.20B $3.94B
Operating income $905.00M $543.81M -$1.39B
Net income $1.04B $279.90M -$335.00M
Free cash flow $1.02B $274.66M $99.00M
EPS (diluted) $1.49 $3.99 $-8.74
Cash & equivalents $1.95B $366.13M $211.00M
Total debt $5.08B $3.97B $8.91B
Shares (diluted) 687.00M 68.14M 38.20M
Enterprise value $12.40B $6.68B $2.54B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricHSTRHPVAC
P/E 16.8x 30.7x -11.6x
P/FCF 17.0x 30.4x 38.6x
P/Operating cash flow 10.8x 12.1x 26.6x
P/S 2.8x 3.0x 0.7x
P/B 2.7x 10.6x 1.9x
P/Tangible book 2.7x 10.6x 2.8x
EV/EBITDA 12.0x 14.0x -4.8x
EV/EBIT 22.5x 22.0x -4.3x
EV/Revenue 3.3x 4.4x 1.2x
EV/FCF 20.1x 43.5x 60.3x
EV/Operating cash flow 12.7x 17.3x 41.4x
PEG (3Y EPS CAGR) 1.40 21.19 0.26

Growth

14 metrics
MetricHSTRHPVAC
Revenue growth (1Y) 4.9% 12.2% 1.7%
Revenue CAGR (3Y) 6.0% 10.5% 2.6%
Gross profit growth (1Y) 3.6% 10.7% 1.3%
Gross profit CAGR (3Y) -4.7% 10.4% 2.6%
Operating income growth (1Y) 6.0% 12.8% -100.1%
Operating income CAGR (3Y) 3.2% 7.2% -54.3%
Net income growth (1Y) 55.8% 3.1% -228.8%
Net income CAGR (3Y) 10.6% 5.3% -42.5%
EPS growth (1Y) 57.4% -0.1% -240.8%
EPS CAGR (3Y) 12.0% 1.4% -44.6%
Operating cash flow growth (1Y) 12.4% 14.3% 9.1%
Operating cash flow CAGR (3Y) 1.7% 10.9% -24.2%
Free cash flow growth (1Y) 874.8% 37.2% 41.4%
Free cash flow CAGR (3Y) 16.6% -9.0% -24.1%

Profitability

14 metrics
MetricHSTRHPVAC
Gross margin 27.0% 43.8% 76.3%
EBITDA margin 27.4% 31.2% -23.8%
Operating margin 14.6% 19.8% -27.0%
Pretax margin 17.6% 10.7% -6.5%
Net margin 16.5% 9.9% -6.5%
FCF margin 16.3% 10.0% 1.9%
Operating cash flow margin 25.8% 25.2% 2.8%
Return on equity 15.8% 35.9% -16.5%
Return on assets 7.9% 4.5% -3.5%
Return on invested capital 7.4% 10.9% -31.8%
Return on capital employed – – –
Asset turnover 0.5x 0.4x 0.5x
Cash conversion (OCF / net income) 1.5x 2.5x -0.4x
Stock comp / revenue 0.4% 0.5% 0.8%

Financial Health

11 metrics
MetricHSTRHPVAC
Debt / assets 38.3% 64.1% 24.8%
Debt / equity 0.8x 5.0x 1.1x
Net debt / EBITDA 1.8x 4.2x -1.7x
Debt / FCF 5.0x 14.5x 23.8x
Liabilities / assets 51.8% 87.2% 78.3%
Equity / assets 48.2% 12.8% 21.7%
Interest coverage 3.8x 2.1x -20.0x
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricHSTRHPVAC
Dividend yield 3.8% 3.6% 2.9%
Net buyback yield 0.4% – 0.7%
Shareholder yield 4.2% 3.6% 3.5%
Payout ratio (earnings) 62.6% 107.0% –
Payout ratio (FCF) 64.2% 109.1% –
Dividend growth (1Y) 3.8% 10.0% –
Dividend CAGR (3Y) 13.8% 69.7% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusHSTRHPVAC
Forward P/E 17.4xFY2026 33.7xFY2026 11.9xFY2026
EPS, next fiscal year $1.45FY2026 $3.93FY2026 $9.37FY2026
EPS growth, next FY +31.8%FY2026 +4.2%FY2026 +30.9%FY2026
EPS growth, the year after -30.3% +20.6% -3.8%
Revenue, next fiscal year $6.55BFY2026 $2.84BFY2026 $5.73BFY2026
Revenue growth, next FY +7.2%FY2026 +10.1%FY2026 +14.0%FY2026
Revenue growth, the year after -0.2% +7.0% +0.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersHSTRHPVAC
Held by institutions 100.0% 100.0% 91.2%
Institutions holding 737 434 370
Change in shares held, QoQ +2.7% -0.2% -0.7%
Institutions buying 432 232 180
Institutions selling 209 137 104
Buyers to sellers 2.07 1.69 1.73

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

HSTRHPVAC
HST 1.00 0.70 0.17
RHP 0.70 1.00 0.39
VAC 0.17 0.39 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, HST, RHP and VAC?

Host Hotels & Resorts (HST) is the largest by market capitalisation: Host Hotels & Resorts (HST) $17.37B, Ryman Hospitality Properties (RHP) $8.42B, Marriott Vacations Worldwide (VAC) $3.90B.

Which stock is cheaper, HST, RHP and VAC?

Host Hotels & Resorts (HST) trades on the lowest price-to-earnings ratio (Host Hotels & Resorts (HST) 16.9x, Ryman Hospitality Properties (RHP) 31.0x, Marriott Vacations Worldwide (VAC) -11.7x). On next year's consensus earnings, Marriott Vacations Worldwide (VAC) is cheapest (Host Hotels & Resorts (HST) 17.4x, Ryman Hospitality Properties (RHP) 33.7x, Marriott Vacations Worldwide (VAC) 11.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ryman Hospitality Properties (RHP) grew revenue fastest over the trailing twelve months: Host Hotels & Resorts (HST) +4.9%, Ryman Hospitality Properties (RHP) +12.2%, Marriott Vacations Worldwide (VAC) +1.7%.

Which company is more profitable?

Host Hotels & Resorts (HST) has the highest net margin (Host Hotels & Resorts (HST) 16.5%, Ryman Hospitality Properties (RHP) 9.9%, Marriott Vacations Worldwide (VAC) -6.5%). On return on invested capital, Ryman Hospitality Properties (RHP) leads (Host Hotels & Resorts (HST) 7.4%, Ryman Hospitality Properties (RHP) 10.9%, Marriott Vacations Worldwide (VAC) -31.8%).

Which stock has performed better?

Over the past year Marriott Vacations Worldwide (VAC) returned the most: Host Hotels & Resorts (HST) +51.6%, Ryman Hospitality Properties (RHP) +51.2%, Marriott Vacations Worldwide (VAC) +57.6%. Over five years, Ryman Hospitality Properties (RHP) compounded fastest (Host Hotels & Resorts (HST) +8.4%/yr, Ryman Hospitality Properties (RHP) +9.4%/yr, Marriott Vacations Worldwide (VAC) -6.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Host Hotels & Resorts (HST) has the highest dividend yield: Host Hotels & Resorts (HST) 0.04%, Ryman Hospitality Properties (RHP) 0.04%, Marriott Vacations Worldwide (VAC) 0.00%. Marriott Vacations Worldwide (VAC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ryman Hospitality Properties (RHP) has been the steadiest (Host Hotels & Resorts (HST) 25.4%, Ryman Hospitality Properties (RHP) 23.7%, Marriott Vacations Worldwide (VAC) 60.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, HST, RHP and VAC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Host Hotels & Resorts (HST) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.