HST vs VAC vs RLJ Stock Comparison

Host Hotels & Resorts, Marriott Vacations Worldwide and RLJ Lodging Trust Prices as of Oct 26, 2026 Peers: Industry group
RLJ RLJ Lodging Trust
$12.23 +9.3% 1M +75.5% 1Y
Market cap
$1.87B
P/E
754.6x
Revenue (TTM)
$1.38B
Div. yield
0.05%
Hotel REITs Real Estate
2 wins

Head to Head

12 decided of 12

Host Hotels & Resorts leads on 8 of the 12 questions below (Host Hotels & Resorts 8, Marriott Vacations Worldwide 2, RLJ Lodging Trust 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionHSTVACRLJLeader
Larger companyMarket capitalisation $17.27B $3.87B $1.87B HST
Cheaper on earningsLower P/E, profitable companies only 16.8x -11.6x 754.6x HST
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.3x 11.7x 407.7x VAC
Faster revenue growthRevenue growth, trailing twelve months +4.9% +1.7% +1.1% HST
More profitableNet margin, trailing twelve months 16.5% -6.5% 0.2% HST
Better return on capitalReturn on invested capital 7.4% -31.8% 3.0% HST
Less leveragedLower net debt / EBITDA 1.8x -1.7x 5.2x VAC
Higher dividend yieldTrailing dividend yield 0.04% 0.00% 0.05% RLJ
Better 1-year returnPrice return, last 12 months +52.0% +55.7% +75.5% RLJ
Better 5-year returnAnnualised price return, 5 years +8.4%/yr -6.8%/yr -3.1%/yr HST
Less volatileAnnualised volatility, 1 year 25.5% 60.7% 28.2% HST
Higher overall scoreMean of the five percentile scores vs peers 74/100 31/100 56/100 HST

Percentile Scorecard

HSTVACRLJ

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

AxisHSTVACRLJ
Valuation 85 #22 of 145 36 #19 of 29 92 #12 of 145
Growth 66 #49 of 142 4 #25 of 26 21 #112 of 142
Profitability 70 #42 of 136 20 #21 of 26 47 #73 of 136
Financial Health 77 #33 of 139 27 #23 of 31 41 #83 of 139
Shareholder Returns 72 #37 of 131 68 #7 of 20 81 #26 of 131
Overall 74 31 56
  • HST ranked among 149 companies in Property REITs
  • VAC ranked among 32 companies in Travel and Lodging
  • RLJ ranked among 149 companies in Property REITs

Price Performance

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

Returns

PeriodHSTVACRLJSPY
1 month +11.8%+6.8%+9.3% -0.8%
3 months +0.4%+11.2%-2.0% +3.5%
6 months +20.0%+51.7%+51.9% +7.0%
Year to date +41.3%+90.3%+64.2% +12.2%
1 year +52.0%+55.7%+75.5% +13.0%
3 years +66.5%+26.0%+34.0% +86.3%
3 years, per year +18.5%+8.0%+10.2% +23.1%
5 years +49.7%-29.8%-14.6% +68.6%
5 years, per year +8.4%-6.8%-3.1% +11.0%
10 years +67.0%+75.3%-39.8% +258.0%
10 years, per year +5.3%+5.8%-4.9% +13.6%

Risk

MeasureHSTVACRLJSPY
Volatility, 1Y 25.5%60.7%28.2% 12.7%
Downside volatility, 1Y 25.3%63.6%27.7% 12.7%
Beta vs S&P 500, 1Y 0.671.400.65 1.00
Return / volatility, 1Y 2.040.922.67 1.02
Max drawdown, 5Y -40.2%-73.6%-60.1% -25.4%
From 52-week high -1.9%-12.1%-2.0% -1.8%
52-week high $25.54$124.86$12.48 $779.14
52-week low $16.02$45.49$6.80 $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.

MultipleHSTVACRLJ
P/E now vs peer median 16.7xmedian 27.4x -11.4xmedian 18.8x 741.2xmedian 27.4x
P/S now vs peer median 2.8xmedian 4.2x 0.7xmedian 1.5x 1.3xmedian 4.2x
EV/EBITDA now vs peer median 11.9xmedian 14.2x -4.8xmedian 15.2x 10.7xmedian 14.2x
P/FCF now vs peer median 16.9xmedian 23.2x 38.1xmedian 16.1x 10.7xmedian 23.2x
P/B now vs peer median 2.7xmedian 1.3x 1.8xmedian 2.5x 0.9xmedian 1.3x
PEG now vs peer median 1.39median 2.11 0.26median 0.38 -11.75median 2.11

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 monthsHSTVACRLJ
Revenue $6.22B $5.16B $1.38B
Gross profit $1.68B $3.94B –
Operating income $905.00M -$1.39B –
Net income $1.04B -$335.00M $27.66M
Free cash flow $1.02B $99.00M $173.52M
EPS (diluted) $1.49 $-8.74 $0.02
Cash & equivalents $1.95B $211.00M $937.60M
Total debt $5.08B $8.91B $2.70B
Shares (diluted) 687.00M 38.20M 150.93M
Enterprise value $12.31B $2.51B -$209.62M

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
MetricHSTVACRLJ
P/E 16.7x -11.4x 741.2x
P/FCF 16.9x 38.1x 10.7x
P/Operating cash flow 10.7x 26.2x 7.0x
P/S 2.8x 0.7x 1.3x
P/B 2.7x 1.8x 0.9x
P/Tangible book 2.7x 2.7x 0.9x
EV/EBITDA 11.9x -4.8x 10.7x
EV/EBIT 22.4x -4.2x 25.6x
EV/Revenue 3.3x 1.1x 2.6x
EV/FCF 20.0x 59.8x 20.9x
EV/Operating cash flow 12.6x 41.1x 13.6x
PEG (3Y EPS CAGR) 1.39 0.26 -11.75

Growth

14 metrics
MetricHSTVACRLJ
Revenue growth (1Y) 4.9% 1.7% 1.1%
Revenue CAGR (3Y) 6.0% 2.6% 2.3%
Gross profit growth (1Y) 3.6% 1.3% –
Gross profit CAGR (3Y) -4.7% 2.6% –
Operating income growth (1Y) 6.0% -100.1% –
Operating income CAGR (3Y) 3.2% -54.3% –
Net income growth (1Y) 55.8% -228.8% -52.4%
Net income CAGR (3Y) 10.6% -42.5% -28.9%
EPS growth (1Y) 57.4% -240.8% -92.5%
EPS CAGR (3Y) 12.0% -44.6% -63.1%
Operating cash flow growth (1Y) 12.4% 9.1% -0.7%
Operating cash flow CAGR (3Y) 1.7% -24.2% -1.3%
Free cash flow growth (1Y) 874.8% 41.4% 41.9%
Free cash flow CAGR (3Y) 16.6% -24.1% 29.8%

Profitability

14 metrics
MetricHSTVACRLJ
Gross margin 27.0% 76.3% –
EBITDA margin 27.4% -23.8% 24.4%
Operating margin 14.6% -27.0% –
Pretax margin 17.6% -6.5% 2.1%
Net margin 16.5% -6.5% 0.2%
FCF margin 16.3% 1.9% 12.6%
Operating cash flow margin 25.8% 2.8% 19.3%
Return on equity 15.8% -16.5% 1.3%
Return on assets 7.9% -3.5% 0.6%
Return on invested capital 7.4% -31.8% 3.0%
Return on capital employed – – –
Asset turnover 0.5x 0.5x 0.3x
Cash conversion (OCF / net income) 1.5x -0.4x 9.7x
Stock comp / revenue 0.4% 0.8% 1.1%

Financial Health

11 metrics
MetricHSTVACRLJ
Debt / assets 38.3% 24.8% 51.5%
Debt / equity 0.8x 1.1x 1.2x
Net debt / EBITDA 1.8x -1.7x 5.2x
Debt / FCF 5.0x 23.8x 15.5x
Liabilities / assets 51.8% 78.3% 58.6%
Equity / assets 48.2% 21.7% 41.4%
Interest coverage 3.8x -20.0x 1.3x
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricHSTVACRLJ
Dividend yield 3.8% 2.9% 4.9%
Net buyback yield 0.4% 0.7% 1.5%
Shareholder yield 4.2% 3.6% 6.4%
Payout ratio (earnings) 62.6% – 330.2%
Payout ratio (FCF) 64.2% – 52.6%
Dividend growth (1Y) 3.8% – 8.0%
Dividend CAGR (3Y) 13.8% – 43.8%

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.

ConsensusHSTVACRLJ
Forward P/E 17.3xFY2026 11.7xFY2026 407.7xFY2026
EPS, next fiscal year $1.45FY2026 $9.37FY2026 $0.03FY2026
EPS growth, next FY +31.8%FY2026 +30.9%FY2026 +200.0%FY2026
EPS growth, the year after -30.3% -3.8% +33.3%
Revenue, next fiscal year $6.55BFY2026 $5.73BFY2026 $1.32BFY2026
Revenue growth, next FY +7.2%FY2026 +14.0%FY2026 -2.6%FY2026
Revenue growth, the year after -0.2% +0.8% +15.4%
HST estimates →VAC estimates →RLJ estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersHSTVACRLJ
Held by institutions 100.0% 91.2% 93.3%
Institutions holding 737 370 223
Change in shares held, QoQ +2.7% -0.7% +8.6%
Institutions buying 432 180 118
Institutions selling 209 104 75
Buyers to sellers 2.07 1.73 1.57
HST holders →VAC holders →RLJ holders →

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.

HSTVACRLJ
HST 1.00 0.17 0.70
VAC 0.17 1.00 0.32
RLJ 0.70 0.32 1.00

Add a Peer

Largest companies in the same industry
HST · Hotel REITs
+RHPRyman Hospitality Properties +APLEApple Hospitality REIT +PKPark Hotels & Resorts +DRHDiamondRock Hospitality +PEBPebblebrook Hotel Trust +SHOSunstone Hotel Investors +XHRXenia Hotels & Resorts +INNSummit Hotel Properties
Plot all 9 Hotel REITs stocks →

Related Comparisons

HST vs RHPRyman Hospitality Properties HST vs APLEApple Hospitality REIT HST vs PKPark Hotels & Resorts HST vs DRHDiamondRock Hospitality

Frequently Asked Questions

Which is bigger, HST, VAC and RLJ?

Host Hotels & Resorts (HST) is the largest by market capitalisation: Host Hotels & Resorts (HST) $17.27B, Marriott Vacations Worldwide (VAC) $3.87B, RLJ Lodging Trust (RLJ) $1.87B.

Which stock is cheaper, HST, VAC and RLJ?

Host Hotels & Resorts (HST) trades on the lowest price-to-earnings ratio (Host Hotels & Resorts (HST) 16.8x, Marriott Vacations Worldwide (VAC) -11.6x, RLJ Lodging Trust (RLJ) 754.6x). On next year's consensus earnings, Marriott Vacations Worldwide (VAC) is cheapest (Host Hotels & Resorts (HST) 17.3x, Marriott Vacations Worldwide (VAC) 11.7x, RLJ Lodging Trust (RLJ) 407.7x). 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%, Marriott Vacations Worldwide (VAC) +1.7%, RLJ Lodging Trust (RLJ) +1.1%.

Which company is more profitable?

Host Hotels & Resorts (HST) has the highest net margin (Host Hotels & Resorts (HST) 16.5%, Marriott Vacations Worldwide (VAC) -6.5%, RLJ Lodging Trust (RLJ) 0.2%). On return on invested capital, Host Hotels & Resorts (HST) leads (Host Hotels & Resorts (HST) 7.4%, Marriott Vacations Worldwide (VAC) -31.8%, RLJ Lodging Trust (RLJ) 3.0%).

Which stock has performed better?

Over the past year RLJ Lodging Trust (RLJ) returned the most: Host Hotels & Resorts (HST) +52.0%, Marriott Vacations Worldwide (VAC) +55.7%, RLJ Lodging Trust (RLJ) +75.5%. Over five years, Host Hotels & Resorts (HST) compounded fastest (Host Hotels & Resorts (HST) +8.4%/yr, Marriott Vacations Worldwide (VAC) -6.8%/yr, RLJ Lodging Trust (RLJ) -3.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

RLJ Lodging Trust (RLJ) has the highest dividend yield: Host Hotels & Resorts (HST) 0.04%, Marriott Vacations Worldwide (VAC) 0.00%, RLJ Lodging Trust (RLJ) 0.05%. Marriott Vacations Worldwide (VAC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Host Hotels & Resorts (HST) has been the steadiest (Host Hotels & Resorts (HST) 25.5%, Marriott Vacations Worldwide (VAC) 60.7%, RLJ Lodging Trust (RLJ) 28.2%). Volatility measures how widely the price swings, not the risk of the business.

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

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 8. 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.