Host Hotels & Resorts HST
Host Hotels & Resorts scores average on business quality (5.2 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Host Hotels & Resorts does
Host Hotels and Resorts owns luxury and upper-upscale hotels like Marriott and Ritz-Carlton, collecting room and resort fees from business and leisure travelers.
- What it does best
Host controls prime luxury real estate in top urban and resort markets, securing a 76.3% gross margin that outperforms peer PK at 65.1%. This geographic concentration creates massive barriers for new entrants.
- The main risk
Interest coverage of 3.8x leaves the heavy debt load vulnerable if room rates drop. Refinancing costs could squeeze net income as debt maturities arrive.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 14.4% while net margin reaches 16.5%. Operating efficiency improves slowly as scale increases across properties.
The portfolio locks in premium travelers through irreplaceable locations and luxury flag partnerships, ranking in the top quartile for gross margin at 77th percentile.
Revenue grew 7.6% to $6.2B, accelerating from prior years as travel demand holds steady across major resort markets.
Total debt sits at $5.1B against $935M in cash, while free cash flow reached $1.0B: getting stronger.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
2 sold $2.8M outside pre-planned sales.
Our sealed record on HST
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Host Hotels & Resorts scores average on the Cluenex quality check (5.2 of 10), measured against its own industry. Profitability is fair, moat weak, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: 2 sold $2.8M outside pre-planned sales.
Nov 4, 2026.
See HST today
- Today's verdict on HST, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Host Hotels & Resorts (HST)”, https://cluenex.com/stocks/hst/, data as of Oct 10, 2026.