HST vs TNL Stock Comparison

Host Hotels & Resorts and Travel & Leisure Prices as of Oct 23, 2026 Peers: Industry group
TNL Travel & Leisure Co.
$64.91 +2.9% 1M -0.4% 1Y
Market cap
$4.08B
P/E
17.2x
Revenue (TTM)
$4.09B
Div. yield
0.04%
Vacation Ownership Consumer Discretionary
2 wins

Head to Head

12 decided of 12

Host Hotels & Resorts leads on 10 of the 12 questions below (Host Hotels & Resorts 10, Travel & Leisure 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionHSTTNLLeader
Larger companyMarket capitalisation $17.17B $4.08B HST
Cheaper on earningsLower P/E, profitable companies only 16.7x 17.2x HST
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.0x 9.0x TNL
Faster revenue growthRevenue growth, trailing twelve months +4.9% +4.5% HST
More profitableNet margin, trailing twelve months 16.5% 5.8% HST
Better return on capitalReturn on invested capital 7.4% 14.4% TNL
Less leveragedLower net debt / EBITDA 1.8x 5.4x HST
Higher dividend yieldTrailing dividend yield 0.04% 0.04% HST
Better 1-year returnPrice return, last 12 months +48.6% -0.4% HST
Better 5-year returnAnnualised price return, 5 years +7.9%/yr +4.3%/yr HST
Less volatileAnnualised volatility, 1 year 25.4% 33.1% HST
Higher overall scoreMean of the five percentile scores vs peers 75/100 59/100 HST

Percentile Scorecard

HSTTNL

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

AxisHSTTNL
Valuation 85 #23 of 145 93 #3 of 29
Growth 66 #49 of 144 36 #17 of 26
Profitability 71 #42 of 140 60 #11 of 26
Financial Health 79 #32 of 146 17 #26 of 31
Shareholder Returns 73 #36 of 132 90 #3 of 20
Overall 75 59
  • HST ranked among 149 companies in Property REITs
  • TNL ranked among 32 companies in Travel and Lodging

Price Performance

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

Returns

PeriodHSTTNLSPY
1 month +11.6%+2.9% -1.0%
3 months +0.9%-12.4% +2.9%
6 months +18.3%-3.6% +6.4%
Year to date +39.4%-8.0% +11.4%
1 year +48.6%-0.4% +13.1%
3 years +56.8%+94.4% +79.4%
3 years, per year +16.2%+24.8% +21.5%
5 years +46.4%+23.5% +67.7%
5 years, per year +7.9%+4.3% +10.9%
10 years +59.8%+111.8% +255.2%
10 years, per year +4.8%+7.8% +13.5%

Risk

MeasureHSTTNLSPY
Volatility, 1Y 25.4%33.1% 12.7%
Downside volatility, 1Y 25.3%37.5% 12.7%
Beta vs S&P 500, 1Y 0.660.94 1.00
Return / volatility, 1Y 1.91-0.01 1.03
Max drawdown, 5Y -40.2%-47.6% -25.4%
From 52-week high -3.2%-17.6% -2.5%
52-week high $25.54$78.74 $779.14
52-week low $16.02$61.25 $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.

MultipleHSTTNL
P/E now vs peer median 16.5xmedian 27.0x 17.0xmedian 18.8x
P/S now vs peer median 2.7xmedian 4.1x 1.0xmedian 1.5x
EV/EBITDA now vs peer median 11.8xmedian 14.5x 11.2xmedian 15.0x
P/FCF now vs peer median 16.7xmedian 23.7x 9.0xmedian 16.0x
P/B now vs peer median 2.6xmedian 1.3x -3.9xmedian 2.5x
PEG now vs peer median 1.37median 2.07 -2.10median 0.37

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 monthsHSTTNL
Revenue $6.22B $4.09B
Gross profit $1.68B $3.80B
Operating income $905.00M $560.00M
Net income $1.04B $238.00M
Free cash flow $1.02B $442.00M
EPS (diluted) $1.49 $3.75
Cash & equivalents $1.95B –
Total debt $5.08B $3.70B
Shares (diluted) 687.00M 63.40M
Enterprise value $12.20B $4.08B

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
MetricHSTTNL
P/E 16.5x 17.0x
P/FCF 16.7x 9.0x
P/Operating cash flow 10.5x 7.3x
P/S 2.7x 1.0x
P/B 2.6x -3.9x
P/Tangible book 2.6x -3.3x
EV/EBITDA 11.8x 11.2x
EV/EBIT 22.2x 13.7x
EV/Revenue 3.2x 1.9x
EV/FCF 19.8x 17.4x
EV/Operating cash flow 12.5x 14.1x
PEG (3Y EPS CAGR) 1.37 -2.10

Growth

14 metrics
MetricHSTTNL
Revenue growth (1Y) 4.9% 4.5%
Revenue CAGR (3Y) 6.0% 3.8%
Gross profit growth (1Y) 3.6% -0.9%
Gross profit CAGR (3Y) -4.7% 2.5%
Operating income growth (1Y) 6.0% -26.0%
Operating income CAGR (3Y) 3.2% -5.9%
Net income growth (1Y) 55.8% -40.1%
Net income CAGR (3Y) 10.6% -13.3%
EPS growth (1Y) 57.4% -37.1%
EPS CAGR (3Y) 12.0% -8.1%
Operating cash flow growth (1Y) 12.4% -8.6%
Operating cash flow CAGR (3Y) 1.7% 19.2%
Free cash flow growth (1Y) 874.8% -10.7%
Free cash flow CAGR (3Y) 16.6% 18.4%

Profitability

14 metrics
MetricHSTTNL
Gross margin 27.0% 92.9%
EBITDA margin 27.4% 16.8%
Operating margin 14.6% 13.7%
Pretax margin 17.6% 8.5%
Net margin 16.5% 5.8%
FCF margin 16.3% 10.8%
Operating cash flow margin 25.8% 13.3%
Return on equity 15.8% –
Return on assets 7.9% 3.5%
Return on invested capital 7.4% 14.4%
Return on capital employed – –
Asset turnover 0.5x 0.6x
Cash conversion (OCF / net income) 1.5x 2.3x
Stock comp / revenue 0.4% 1.4%

Financial Health

11 metrics
MetricHSTTNL
Debt / assets 38.3% 53.7%
Debt / equity 0.8x -3.6x
Net debt / EBITDA 1.8x 5.4x
Debt / FCF 5.0x 8.4x
Liabilities / assets 51.8% 114.8%
Equity / assets 48.2% -14.8%
Interest coverage 3.8x 1.5x
Current ratio – –
Quick ratio – –
Cash ratio – –
Altman Z-score – –

Shareholder Returns

7 metrics
MetricHSTTNL
Dividend yield 3.8% 3.6%
Net buyback yield 0.4% 7.5%
Shareholder yield 4.3% 11.1%
Payout ratio (earnings) 62.6% 62.6%
Payout ratio (FCF) 64.2% 33.7%
Dividend growth (1Y) 3.8% 1.4%
Dividend CAGR (3Y) 13.8% 2.8%

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.

ConsensusHSTTNL
Forward P/E 17.0xFY2026 9.0xFY2026
EPS, next fiscal year $1.45FY2026 $7.23FY2026
EPS growth, next FY +31.8%FY2026 +14.0%FY2026
EPS growth, the year after -30.3% +25.2%
Revenue, next fiscal year $6.53BFY2026 $4.44BFY2026
Revenue growth, next FY +6.8%FY2026 +10.5%FY2026
Revenue growth, the year after -0.2% +2.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersHSTTNL
Held by institutions 100.0% 100.0%
Institutions holding 737 473
Change in shares held, QoQ +2.7% +5.0%
Institutions buying 432 199
Institutions selling 209 193
Buyers to sellers 2.07 1.03

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.

HSTTNL
HST 1.00 0.55
TNL 0.55 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, HST and TNL?

Host Hotels & Resorts (HST) is the largest by market capitalisation: Host Hotels & Resorts (HST) $17.17B, Travel & Leisure (TNL) $4.08B.

Which stock is cheaper, HST and TNL?

Host Hotels & Resorts (HST) trades on the lowest price-to-earnings ratio (Host Hotels & Resorts (HST) 16.7x, Travel & Leisure (TNL) 17.2x). On next year's consensus earnings, Travel & Leisure (TNL) is cheapest (Host Hotels & Resorts (HST) 17.0x, Travel & Leisure (TNL) 9.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Host Hotels & Resorts (HST) grew revenue fastest over the trailing twelve months: Host Hotels & Resorts (HST) +4.9%, Travel & Leisure (TNL) +4.5%.

Which company is more profitable?

Host Hotels & Resorts (HST) has the highest net margin (Host Hotels & Resorts (HST) 16.5%, Travel & Leisure (TNL) 5.8%). On return on invested capital, Travel & Leisure (TNL) leads (Host Hotels & Resorts (HST) 7.4%, Travel & Leisure (TNL) 14.4%).

Which stock has performed better?

Over the past year Host Hotels & Resorts (HST) returned the most: Host Hotels & Resorts (HST) +48.6%, Travel & Leisure (TNL) -0.4%. Over five years, Host Hotels & Resorts (HST) compounded fastest (Host Hotels & Resorts (HST) +7.9%/yr, Travel & Leisure (TNL) +4.3%/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%, Travel & Leisure (TNL) 0.04%.

Which stock is riskier?

By one-year price volatility, Host Hotels & Resorts (HST) has been the steadiest (Host Hotels & Resorts (HST) 25.4%, Travel & Leisure (TNL) 33.1%). Volatility measures how widely the price swings, not the risk of the business.

Do HST and TNL move together?

Their daily returns over the past year have a correlation of 0.55, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, HST and TNL?

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 10. 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.