Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Lodging Stocks

Lodging: Marriott International, Inc. owns the largest revenue base AND the fastest current growth.

01 · the industry itself · before any single company

How has Lodging moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 5% ahead of S&P 500. Earnings across its companies grew 17% on average over the last four reported quarters.

ASLEEP · 1y −2.9%Moving with the index0 of 9 companies ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more

RS — · 6/9 >200d (+0) · 0/9 lead (−2) · EPS 7/9↑

20020262025202420232022 428348 TRAILING 12-MONTH EPS · 100 AT THE START0100202Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 6 reportingJun 2022 · trailing 12-month earnings per share at 113, against 100 at the start · no comparable year yet · 6 reportingSep 2022 · trailing 12-month earnings per share at 136, against 100 at the start · no comparable year yet · 6 reportingDec 2022 · trailing 12-month earnings per share at 106, against 100 at the start · up 42.5% on a year ago · 6 reportingMar 2023 · trailing 12-month earnings per share at 100, against 100 at the start · up 1.4% on a year ago · 6 reportingJun 2023 · trailing 12-month earnings per share at 128, against 100 at the start · up 44.4% on a year ago · 6 reportingSep 2023 · trailing 12-month earnings per share at 145, against 100 at the start · up 29.1% on a year ago · 6 reportingDec 2023 · trailing 12-month earnings per share at 197, against 100 at the start · down 4.6% on a year ago · 6 reportingMar 2024 · trailing 12-month earnings per share at 196, against 100 at the start · up 7.1% on a year ago · 6 reportingJun 2024 · trailing 12-month earnings per share at 202, against 100 at the start · up 11.3% on a year ago · 6 reportingSep 2024 · trailing 12-month earnings per share at 196, against 100 at the start · up 1.3% on a year ago · 6 reportingDec 2024 · trailing 12-month earnings per share at 145, against 100 at the start · up 6.8% on a year ago · 6 reportingMar 2025 · trailing 12-month earnings per share at 158, against 100 at the start · up 24.0% on a year ago · 6 reportingJun 2025 · trailing 12-month earnings per share at 160, against 100 at the start · up 21.7% on a year ago · 6 reportingSep 2025 · trailing 12-month earnings per share at 173, against 100 at the start · up 15.7% on a year ago · 6 reportingDec 2025 · trailing 12-month earnings per share at 172, against 100 at the start · up 20.2% on a year ago · 6 reportingMar 2026 · trailing 12-month earnings per share at 168, against 100 at the start · up 8.5% on a year ago · 6 reportingNot reported yet — earnings trail price by a quarter or two168 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 428348 TRAILING 12-MONTH EPS · 100 AT THE START0100202Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 6 reportingJun 2022 · trailing 12-month earnings per share at 113, against 100 at the start · no comparable year yet · 6 reportingSep 2022 · trailing 12-month earnings per share at 136, against 100 at the start · no comparable year yet · 6 reportingDec 2022 · trailing 12-month earnings per share at 106, against 100 at the start · up 42.5% on a year ago · 6 reportingMar 2023 · trailing 12-month earnings per share at 100, against 100 at the start · up 1.4% on a year ago · 6 reportingJun 2023 · trailing 12-month earnings per share at 128, against 100 at the start · up 44.4% on a year ago · 6 reportingSep 2023 · trailing 12-month earnings per share at 145, against 100 at the start · up 29.1% on a year ago · 6 reportingDec 2023 · trailing 12-month earnings per share at 197, against 100 at the start · down 4.6% on a year ago · 6 reportingMar 2024 · trailing 12-month earnings per share at 196, against 100 at the start · up 7.1% on a year ago · 6 reportingJun 2024 · trailing 12-month earnings per share at 202, against 100 at the start · up 11.3% on a year ago · 6 reportingSep 2024 · trailing 12-month earnings per share at 196, against 100 at the start · up 1.3% on a year ago · 6 reportingDec 2024 · trailing 12-month earnings per share at 145, against 100 at the start · up 6.8% on a year ago · 6 reportingMar 2025 · trailing 12-month earnings per share at 158, against 100 at the start · up 24.0% on a year ago · 6 reportingJun 2025 · trailing 12-month earnings per share at 160, against 100 at the start · up 21.7% on a year ago · 6 reportingSep 2025 · trailing 12-month earnings per share at 173, against 100 at the start · up 15.7% on a year ago · 6 reportingDec 2025 · trailing 12-month earnings per share at 172, against 100 at the start · up 20.2% on a year ago · 6 reportingMar 2026 · trailing 12-month earnings per share at 168, against 100 at the start · up 8.5% on a year ago · 6 reportingNot reported yet — earnings trail price by a quarter or two168No earnings on file this far back — the price series reaches further than the filings do
Lodging, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 9 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Lodging outperforming S&P 500?

Lodging has underperformed S&P 500 by 9.1% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 6.3%. 2 of 7 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is broad. Civeo Corporation is the strongest against the sector itself at +13%.

-6.3%Sector vs S&P 500 · 13 weeks
-9.1%Sector vs S&P 500 · 52 weeks
2/7Stocks leading S&P 500
6/7Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: current leadership is concentrated, so durability matters more than rank.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Lodging has underperformed S&P 500 by 9.1% over 52 weeks and 6.3% over 13 weeks. 2 of 7 covered companies beat the S&P 500 on Mansfield relative strength, while 6 of 7 beat the sector itself. Marriott International, Inc. leads with revenue of $26,577 million, based on 2 of 7 comparable companies through Mar 2026.

Companies
7
complete canonical membership
Combined market value
$210.6B
Marriott International, Inc.
Revenue growing
2/2
positive TTM year-on-year growth
Beating S&P 500
2/7
positive Mansfield relative strength
Comparing 2 of 7
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Hilton Worldwide Holdings Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.8% evidence confidence.
Choice Hotels International, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
InterContinental Hotels Group PLC has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Hilton Worldwide Holdings Inc.HLT 54.3/100Thin evidence · provisional58% evidence ASLEEP 22.7/35 Revenue — · PAT — · OPM change 3.2 pp 45% evidence 15.9/25 ROCE 7.4% · OPM 23.1% 76% evidence 9.0/20 P/E 48.5× · PEG — 15% evidence 6.7/20 RS sector 2.5% · RS bench -6.4% · 1Y 19%2 of 12 weeks ahead 100% evidence
Exact sum: 22.7 + 15.9 + 9 + 6.7 = 54.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Civeo CorporationCVEO 51.5/100Thin evidence · provisional52% evidence ASLEEP 19.6/35 Revenue — · PAT — · OPM change 5.6 pp 45% evidence 4.2/25 ROCE 1.2% · OPM 1.8% 76% evidence 11.0/20 P/E 19.6× · PEG — 15% evidence 16.7/20 RS sector 13% · RS bench 3.3% · 1Y 32.4%8 of 12 weeks ahead 70% evidence
Exact sum: 19.6 + 4.2 + 11 + 16.7 = 51.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Hyatt Hotels CorporationH 44.7/100Thin evidence · provisional58% evidence FADING 18.7/35 Revenue — · PAT — · OPM change 0.8 pp 45% evidence 4.5/25 ROCE 1.1% · OPM 6.8% 76% evidence 8.5/20 P/E 236.4× · PEG — 15% evidence 13.0/20 RS sector 5.3% · RS bench -3.8% · 1Y 27.8%8 of 12 weeks ahead 100% evidence
Exact sum: 18.7 + 4.5 + 8.5 + 13 = 44.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Wyndham Hotels & Resorts, Inc.WH 41.6/100Thin evidence · provisional58% evidence BASING 16.6/35 Revenue — · PAT — · OPM change -0.5 pp 45% evidence 12.7/25 ROCE 4.5% · OPM 34.9% 76% evidence 10.0/20 P/E 31× · PEG — 15% evidence 2.3/20 RS sector -6.1% · RS bench -14.3% · 1Y -9.4%0 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 12.7 + 10 + 2.3 = 41.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Marriott International, Inc.MAR 39.6/100Mixed-negative evidence81% evidence ASLEEP 13.9/35 Revenue 4.7% · PAT 4.4% · OPM change 0.9 pp 83% evidence 13.3/25 ROCE 5.6% · OPM 16% 76% evidence 4.5/20 P/E 34.3× · PEG 4.02 65% evidence 7.9/20 RS sector 5.1% · RS bench -4% · 1Y 32.8%3 of 12 weeks ahead 100% evidence
Exact sum: 13.9 + 13.3 + 4.5 + 7.9 = 39.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Choice Hotels International, Inc.CHH 39.6/100Mixed-negative evidence81% evidence BASING 5.2/35 Revenue 1.1% · PAT -30.3% · OPM change -6.4 pp 83% evidence 10.3/25 ROCE 2.6% · OPM 17.6% 76% evidence 14.7/20 P/E 13.9× · PEG 1.05 65% evidence 9.4/20 RS sector 0.9% · RS bench -7.9% · 1Y -10.1%1 of 12 weeks ahead 100% evidence
Exact sum: 5.2 + 10.3 + 14.7 + 9.4 = 39.6 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
7InterContinental Hotels Group PLCIHG 59.2/100Thin evidence · provisional38% evidence FADING 17.2/35 Revenue — · PAT — · OPM change — 9% evidence 15.2/25 ROCE 9.5% · OPM — 46% evidence 10.5/20 P/E 28.9× · PEG — 15% evidence 16.3/20 RS sector 10.3% · RS bench 0.9% · 1Y 31.6%7 of 12 weeks ahead 100% evidence
Exact sum: 17.2 + 15.2 + 10.5 + 16.3 = 59.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
04 · what price has already done

Market action

Marriott International, Inc. has the strongest one-year price move in Lodging at +32.8%. Civeo Corporation leads on Mansfield relative strength against the S&P 500 at +3.3%. 2 of 7 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Marriott International, Inc. has the highest Revenue among the 7 Lodging companies compared here, at $26,577 million. Choice Hotels International, Inc. is next at $1,604 million. The same company also holds the highest Revenue growth, at 4.7%. 2 of 7 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Marriott International, Inc. is the scale leader at $26,577 million, 16.6× the revenue of Choice Hotels International, Inc.. Marriott International, Inc.'s growth is 4.7% from a $26,577 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderMarriott International, Inc. · $26,577 million
Gap16.6× versus #2 · Choice Hotels International, Inc.
Persistence8/8 recent comparable periods
Coverage2/7 companies · 123 observations

Investor read: Marriott International, Inc. is the scale benchmark; Marriott International, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Marriott International, Inc.'s growth falls below Marriott International, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenue growthfastest growers
Revenue · company comparison
2/7 level · 2/7 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Marriott International, Inc. MAR$6.7B6.2%Mar 2026
Hilton Worldwide Holdings Inc. HLT$2.9B9.0%Jun 2026
InterContinental Hotels Group PLC IHG$2.7B2.7%Dec 2025
Hyatt Hotels Corporation H$1.7B1.8%Jun 2026
Choice Hotels International, Inc. CHH$341M2.4%Mar 2026
Wyndham Hotels & Resorts, Inc. WH$327M3.5%Jun 2026
Civeo Corporation CVEO$173M20%Jun 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Choice Hotels International, Inc. · CHH

$323M
$285M
$258M
$368M
$414M
$362M
$333M
$427M
$426M
$358M
$332M
$435M
$428M
$390M
$333M
$426M
$447M
$390M
$341M

Civeo Corporation · CVEO

$155M
$160M
$166M
$185M
$184M
$162M
$168M
$179M
$184M
$171M
$166M
$189M
$176M
$151M
$144M
$163M
$170M
$162M
$173M

Hilton Worldwide Holdings Inc. · HLT

$1.7B
$1.8B
$1.7B
$2.2B
$2.4B
$2.4B
$2.3B
$2.7B
$2.7B
$2.6B
$2.6B
$3.0B
$2.9B
$2.8B
$2.7B
$3.1B
$3.1B
$3.1B
$2.9B

Hyatt Hotels Corporation · H

$851M
$1.1B
$1.3B
$1.5B
$1.5B
$1.6B
$1.7B
$1.7B
$1.6B
$1.7B
$1.7B
$1.7B
$1.6B
$1.6B
$1.7B
$1.8B
$1.8B
$1.8B
$1.7B

InterContinental Hotels Group PLC · IHG

$816M
$1.8B
$1.0B
$2.2B
$2.4B
$2.3B
$2.6B
$2.5B
$2.7B

Marriott International, Inc. · MAR

$3.9B
$4.4B
$4.2B
$5.3B
$5.3B
$5.9B
$5.6B
$6.1B
$5.9B
$6.1B
$6.0B
$6.4B
$6.3B
$6.4B
$6.3B
$6.7B
$6.5B
$6.7B
$6.7B

Wyndham Hotels & Resorts, Inc. · WH

$463M
$392M
$371M
$386M
$407M
$334M
$313M
$362M
$402M
$321M
$305M
$367M
$396M
$341M
$316M
$397M
$382M
$334M
$327M

Revenue growth · reported quarter history

Choice Hotels International, Inc. · CHH

32%
28%
27%
29%
16%
2.9%
-1.1%
-0.3%
1.9%
0.5%
8.9%
0.3%
-2.1%
4.4%
0.0%
2.4%

Civeo Corporation · CVEO

20%
19%
1.3%
1.2%
-3.2%
0.0%
5.6%
-1.2%
5.6%
-4.4%
-12%
-13%
-14%
-3.4%
7.3%
20%

Hilton Worldwide Holdings Inc. · HLT

69%
35%
33%
33%
19%
13%
6.8%
12%
11%
7.3%
6.7%
4.7%
6.3%
8.8%
11%
9.0%

Hyatt Hotels Corporation · H

124%
81%
48%
31%
15%
5.3%
4.5%
2.0%
-0.1%
0.4%
-3.5%
0.2%
6.2%
9.6%
12%
1.8%

InterContinental Hotels Group PLC · IHG

-29%
52%
23%
24%
139%
4.3%
8.5%
8.5%
2.7%

Marriott International, Inc. · MAR

70%
35%
33%
34%
14%
12%
2.9%
6.5%
6.0%
5.5%
5.5%
4.8%
4.7%
3.7%
4.1%
6.2%

Wyndham Hotels & Resorts, Inc. · WH

-4.9%
-12%
-15%
-16%
-6.2%
-1.2%
-3.9%
-2.6%
1.4%
-1.5%
6.2%
3.6%
8.2%
-3.5%
-2.1%
3.5%
06 · compare level, then change

Operating Economics & Margin Trend

Wyndham Hotels & Resorts, Inc. has the highest OPM among the 7 Lodging companies compared here, at 34.9%. Hilton Worldwide Holdings Inc. is next at 23.1%. Civeo Corporation has the highest Margin change at +5.6 percentage points, so level and change sit with different companies. 6 of 7 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Wyndham Hotels & Resorts, Inc. leads opm at 34.9%; Civeo Corporation leads margin change at +5.6 percentage points.

LeaderWyndham Hotels & Resorts, Inc. · 34.9%
Gap51.1% versus #2 · Hilton Worldwide Holdings Inc.
Persistence5/8 recent comparable periods
Coverage6/7 companies · 114 observations

Investor read: Wyndham Hotels & Resorts, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Operating margin · company comparison
6/7 level · 6/7 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Wyndham Hotels & Resorts, Inc. WH35%−0.5 ppJun 2026
Hilton Worldwide Holdings Inc. HLT23%+3.2 ppJun 2026
Choice Hotels International, Inc. CHH18%−6.4 ppMar 2026
Marriott International, Inc. MAR16%+0.9 ppMar 2026
Hyatt Hotels Corporation H6.8%+0.8 ppJun 2026
Civeo Corporation CVEO1.8%+5.6 ppJun 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Choice Hotels International, Inc. · CHH

49%
38%
39%
42%
32%
21%
23%
29%
32%
40%
18%
31%
36%
31%
24%
29%
32%
26%
18%

Civeo Corporation · CVEO

3.9%
4.9%
2.6%
7.7%
5.9%
-7.6%
-2.3%
5.7%
8.7%
10%
-1.1%
6.9%
0.0%
-6.7%
-3.8%
1.7%
4.1%
-0.1%
1.8%

Hilton Worldwide Holdings Inc. · HLT

25%
18%
21%
27%
26%
21%
22%
25%
24%
15%
21%
25%
22%
18%
20%
25%
25%
20%
23%

Hyatt Hotels Corporation · H

0.8%
-3.1%
-33%
12%
9.4%
15%
4.5%
6.0%
6.5%
0.7%
2.3%
8.8%
6.4%
5.0%
6.0%
3.2%
5.5%
5.0%
6.8%

Marriott International, Inc. · MAR

14%
14%
13%
18%
18%
17%
17%
18%
19%
12%
15%
19%
15%
12%
15%
18%
18%
12%
16%

Wyndham Hotels & Resorts, Inc. · WH

35%
22%
43%
38%
39%
28%
36%
34%
41%
32%
16%
40%
43%
38%
35%
38%
47%
-11%
35%

Margin change · reported quarter history

Choice Hotels International, Inc. · CHH

−0.9 pp
−17.4 pp
−16.3 pp
−15.2 pp
−12.8 pp
−0.1 pp
+18.9 pp
−5.3 pp
+1.4 pp
+3.8 pp
−9.6 pp
+5.9 pp
−1.3 pp
−3.7 pp
−4.6 pp
−6.4 pp

Civeo Corporation · CVEO

+6.3 pp
+2.0 pp
−12.5 pp
−4.9 pp
−2.0 pp
+2.8 pp
+17.7 pp
+1.2 pp
+1.2 pp
−8.7 pp
−16.8 pp
−2.7 pp
−5.2 pp
+4.1 pp
+6.6 pp
+5.6 pp

Hilton Worldwide Holdings Inc. · HLT

+9.8 pp
+1.6 pp
+2.5 pp
+0.3 pp
−1.4 pp
−1.9 pp
−5.3 pp
−1.0 pp
−0.7 pp
−2.7 pp
+2.3 pp
−0.8 pp
+0.2 pp
+3.2 pp
+1.9 pp
+3.2 pp

Hyatt Hotels Corporation · H

+22.1 pp
+8.6 pp
+17.6 pp
+37.6 pp
−5.5 pp
−2.9 pp
−13.8 pp
−2.2 pp
+2.8 pp
−0.1 pp
+4.3 pp
+3.7 pp
−5.6 pp
−0.9 pp
0.0 pp
+0.8 pp

Marriott International, Inc. · MAR

+2.4 pp
+4.2 pp
+2.5 pp
+3.6 pp
+0.2 pp
+0.5 pp
−5.0 pp
−2.2 pp
+0.6 pp
−3.4 pp
−0.1 pp
+0.4 pp
−0.3 pp
+3.1 pp
−0.1 pp
+0.9 pp

Wyndham Hotels & Resorts, Inc. · WH

+4.8 pp
+4.5 pp
+5.4 pp
−7.0 pp
−3.6 pp
+1.2 pp
+4.6 pp
−19.7 pp
+5.5 pp
+2.7 pp
+5.4 pp
+19.0 pp
−1.7 pp
+3.4 pp
−48.6 pp
−0.5 pp
07 · compare level, then change

Profit Scale & Acceleration

Marriott International, Inc. has the highest Net profit among the 7 Lodging companies compared here, at $2,584 million. Choice Hotels International, Inc. is next at $264 million. The same company also holds the highest Profit growth, at 4.4%. 2 of 7 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Marriott International, Inc. leads with $2,584 million of TTM profit, 878.8% above Choice Hotels International, Inc.. Marriott International, Inc. shows 4.4% growth from a $2,584 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderMarriott International, Inc. · $2,584 million
Gap878.8% versus #2 · Choice Hotels International, Inc.
Persistence3/8 recent comparable periods
Coverage2/7 companies · 123 observations

Investor read: Marriott International, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Profit growthfastest growers
Net profit · company comparison
2/7 level · 2/7 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Marriott International, Inc. MAR$648M-2.6%Mar 2026
Hilton Worldwide Holdings Inc. HLT$383M28%Jun 2026
InterContinental Hotels Group PLC IHG$290M3.2%Dec 2025
Wyndham Hotels & Resorts, Inc. WH$61M0.0%Jun 2026
Hyatt Hotels Corporation H$41M71%Jun 2026
Choice Hotels International, Inc. CHH$34M-26%Mar 2026
Civeo Corporation CVEO$-4M-143%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Choice Hotels International, Inc. · CHH

$111M
$89M
$70M
$117M
$106M
$50M
$49M
$80M
$91M
$118M
$34M
$76M
$90M
$167M
$46M
$71M
$-4M
$163M
$34M

Civeo Corporation · CVEO

$1M
$11M
$2M
$10M
$6M
$-12M
$-6M
$4M
$9M
$23M
$-5M
$7M
$-5M
$-15M
$-10M
$-3M
$0M
$-6M
$-4M

Hilton Worldwide Holdings Inc. · HLT

$240M
$148M
$211M
$367M
$346M
$333M
$209M
$413M
$379M
$150M
$268M
$422M
$344M
$505M
$300M
$442M
$421M
$298M
$383M

Hyatt Hotels Corporation · H

$120M
$-29M
$-73M
$206M
$28M
$294M
$58M
$68M
$68M
$26M
$522M
$359M
$471M
$-160M
$24M
$-4M
$-50M
$-46M
$41M

InterContinental Hotels Group PLC · IHG

$217M
$216M
$160M
$459M
$291M
$347M
$281M
$469M
$290M

Marriott International, Inc. · MAR

$220M
$468M
$377M
$678M
$630M
$673M
$757M
$726M
$752M
$848M
$564M
$772M
$584M
$455M
$665M
$763M
$728M
$445M
$648M

Wyndham Hotels & Resorts, Inc. · WH

$103M
$49M
$106M
$92M
$101M
$56M
$67M
$70M
$103M
$49M
$16M
$86M
$102M
$85M
$61M
$87M
$105M
$-60M
$61M

Profit growth · reported quarter history

Choice Hotels International, Inc. · CHH

48%
-4.5%
-44%
-30%
-32%
-14%
136%
-31%
-5.0%
-1.1%
42%
35%
-6.6%
-104%
-2.4%
-26%

Civeo Corporation · CVEO

500%
-209%
-400%
-60%
50%
75%
-156%
-165%
-143%

Hilton Worldwide Holdings Inc. · HLT

187%
44%
125%
-1.0%
13%
9.5%
-55%
28%
2.2%
-9.2%
237%
12%
4.7%
22%
-41%
28%

Hyatt Hotels Corporation · H

-77%
-67%
143%
-91%
800%
428%
593%
-715%
-95%
-101%
-111%
71%

InterContinental Hotels Group PLC · IHG

350%
-26%
113%
82%
-24%
-3.4%
35%
3.2%

Marriott International, Inc. · MAR

61%
186%
44%
101%
7.1%
19%
26%
-26%
6.3%
-22%
-46%
18%
-1.2%
25%
-2.2%
-2.6%

Wyndham Hotels & Resorts, Inc. · WH

35%
-1.9%
14%
-37%
-24%
2.0%
-13%
-76%
23%
-1.0%
73%
281%
1.2%
2.9%
-171%
0.0%
08 · compare level, then change

Return On Capital Employed

InterContinental Hotels Group PLC has the highest ROCE among the 7 Lodging companies compared here, at 9.5%. Hilton Worldwide Holdings Inc. is next at 7.4%. Hyatt Hotels Corporation has the highest ROCE change at +0.6 percentage points, so level and change sit with different companies. 7 of 7 companies report a comparable reading, the latest through Dec 2025.

What the numbers say: InterContinental Hotels Group PLC leads ROCE at 9.5%, 2.1 percentage points above Hilton Worldwide Holdings Inc.. Hyatt Hotels Corporation has the strongest latest improvement at +0.6 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderInterContinental Hotels Group PLC · 9.5%
Gap28.4% versus #2 · Hilton Worldwide Holdings Inc.
Persistence6/8 recent comparable periods
Coverage7/7 companies · 136 observations

Investor read: InterContinental Hotels Group PLC sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
Return on capital · company comparison
7/7 level · 7/7 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
InterContinental Hotels Group PLC IHG9.5%0.0 ppDec 2025
Hilton Worldwide Holdings Inc. HLT7.4%+0.6 ppJun 2026
Marriott International, Inc. MAR5.6%+0.3 ppMar 2026
Wyndham Hotels & Resorts, Inc. WH4.5%+0.5 ppJun 2026
Choice Hotels International, Inc. CHH2.6%−1.7 ppMar 2026
Civeo Corporation CVEO1.2%+0.5 ppJun 2026
Hyatt Hotels Corporation H1.1%+0.6 ppJun 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Choice Hotels International, Inc. · CHH

12%
8.0%
7.2%
11%
8.7%
5.1%
5.0%
7.7%
7.6%
9.2%
3.7%
7.0%
7.8%
6.8%
4.3%
5.8%
6.3%
4.5%
2.6%

Civeo Corporation · CVEO

1.0%
1.3%
0.7%
2.6%
2.1%
-2.5%
-0.8%
2.1%
3.6%
3.9%
-0.4%
3.1%
0.0%
-2.7%
-1.4%
0.7%
1.8%
0.0%
0.8%
1.2%

Hilton Worldwide Holdings Inc. · HLT

3.1%
2.5%
2.9%
4.9%
5.0%
4.1%
4.1%
5.6%
5.5%
3.4%
4.4%
6.2%
5.2%
4.2%
4.6%
6.8%
6.4%
5.0%
5.9%
7.4%

Hyatt Hotels Corporation · H

0.1%
-0.4%
-4.7%
1.9%
1.6%
2.4%
0.8%
1.0%
1.1%
0.1%
0.5%
1.6%
1.1%
0.8%
1.1%
0.5%
0.9%
0.8%
1.1%
1.1%

InterContinental Hotels Group PLC · IHG

5.7%
5.7%
5.7%
5.7%
4.6%
4.6%
10%
10%
9.1%
9.1%
10%
10%
9.5%
9.5%
12%
12%
9.5%
9.5%

Marriott International, Inc. · MAR

2.9%
3.3%
3.0%
5.3%
5.3%
5.4%
5.2%
6.2%
6.2%
4.1%
4.9%
6.8%
5.4%
4.2%
5.3%
6.8%
6.4%
4.2%
5.6%

Wyndham Hotels & Resorts, Inc. · WH

3.8%
2.2%
4.1%
3.7%
4.1%
2.5%
3.0%
3.3%
4.4%
2.9%
1.4%
4.0%
4.6%
3.5%
3.1%
4.0%
4.7%
-1.0%
3.0%
4.5%

ROCE change · reported quarter history

Choice Hotels International, Inc. · CHH

−3.6 pp
−2.9 pp
−2.2 pp
−2.9 pp
−1.1 pp
+4.1 pp
−1.3 pp
−0.7 pp
+0.2 pp
−2.4 pp
+0.6 pp
−1.2 pp
−1.5 pp
−2.3 pp
−1.7 pp

Civeo Corporation · CVEO

+1.1 pp
−3.8 pp
−1.5 pp
−0.5 pp
+1.5 pp
+6.4 pp
+0.4 pp
+1.0 pp
−3.6 pp
−6.6 pp
−1.0 pp
−2.4 pp
+1.8 pp
+2.7 pp
+2.2 pp
+0.5 pp

Hilton Worldwide Holdings Inc. · HLT

+1.9 pp
+1.6 pp
+1.2 pp
+0.7 pp
+0.5 pp
−0.7 pp
+0.3 pp
+0.6 pp
−0.3 pp
+0.8 pp
+0.2 pp
+0.6 pp
+1.2 pp
+0.8 pp
+1.3 pp
+0.6 pp

Hyatt Hotels Corporation · H

+1.5 pp
+2.8 pp
+5.5 pp
−0.9 pp
−0.5 pp
−2.3 pp
−0.3 pp
+0.6 pp
0.0 pp
+0.7 pp
+0.6 pp
−1.1 pp
−0.2 pp
0.0 pp
0.0 pp
+0.6 pp

InterContinental Hotels Group PLC · IHG

−1.1 pp
−1.1 pp
+4.4 pp
+4.4 pp
+4.5 pp
+4.5 pp
+0.2 pp
+0.2 pp
+0.4 pp
+0.4 pp
+1.5 pp
+1.5 pp
0.0 pp
0.0 pp

Marriott International, Inc. · MAR

+2.4 pp
+2.1 pp
+2.2 pp
+0.9 pp
+0.9 pp
−1.3 pp
−0.3 pp
+0.6 pp
−0.8 pp
+0.1 pp
+0.4 pp
0.0 pp
+1.0 pp
0.0 pp
+0.3 pp

Wyndham Hotels & Resorts, Inc. · WH

+0.3 pp
+0.3 pp
−1.1 pp
−0.4 pp
+0.3 pp
+0.4 pp
−1.6 pp
+0.7 pp
+0.2 pp
+0.6 pp
+1.7 pp
0.0 pp
+0.1 pp
−4.5 pp
−0.1 pp
+0.5 pp
09 · compare level, then change

Valuation Against Growth & Quality

Choice Hotels International, Inc. has the lowest PEG among the 7 Lodging companies compared here, at 1.05×. Marriott International, Inc. is next at 4.02×. The same company also holds the lowest P/E, at 13.9×. 2 of 7 companies report a comparable reading, the latest through Mar 2026. Its PEG series carries 5 reported observations across the 20-quarter window.

What the numbers say: Choice Hotels International, Inc. has the lowest comparable PEG at 1.05×, 73.9% below Marriott International, Inc.. Only 2 of 7 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderChoice Hotels International, Inc. · 1.05×
Gap73.9% versus #2 · Marriott International, Inc.
Persistence0/8 recent comparable periods
Coverage2/7 companies · 23 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
2/7 level · 7/7 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Marriott International, Inc. MAR4.034.3Mar 2026
Choice Hotels International, Inc. CHH1.114.0Mar 2026
Hyatt Hotels Corporation H0.8236.4Jun 2026
Hilton Worldwide Holdings Inc. HLT0.848.5Jun 2026
Wyndham Hotels & Resorts, Inc. WH0.531.0Jun 2026
InterContinental Hotels Group PLC IHG29.0Dec 2025
Civeo Corporation CVEO19.6Jun 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Choice Hotels International, Inc. · CHH

1.0
0.5
0.6
0.4
1.1

Hilton Worldwide Holdings Inc. · HLT

0.8
1.0
1.0
1.0
1.1
0.8

Hyatt Hotels Corporation · H

1.2
0.8

Marriott International, Inc. · MAR

0.5
0.6
2.0
1.9
2.3
4.0

Wyndham Hotels & Resorts, Inc. · WH

4.1
0.4
0.5
0.5

P/E · reported quarter history

Choice Hotels International, Inc. · CHH

30.5
30.3
23.8
17.7
18.0
18.8
20.2
21.1
22.2
22.4
27.1
24.7
25.0
22.9
20.3
19.5
13.1
12.1
14.0

Civeo Corporation · CVEO

32.7
18.6
16.8
11.4
12.7
10.5
19.6

Hilton Worldwide Holdings Inc. · HLT

1,100.9
106.8
58.6
32.3
31.3
27.9
30.9
30.4
30.2
42.1
46.4
46.2
49.5
40.3
35.9
40.9
37.6
46.9
46.4
48.5

Hyatt Hotels Corporation · H

681.8
35.7
69.2
22.1
21.0
28.0
23.7
63.6
24.8
16.4
11.5
12.4
15.9
33.2
236.4

InterContinental Hotels Group PLC · IHG

89.8
45.1
36.2
23.0
22.0
28.3
23.8
20.0
18.8
20.7
25.5
27.3
28.6
32.4
25.6
24.4
25.3
29.0

Marriott International, Inc. · MAR

104.3
49.5
39.0
25.7
21.4
20.6
19.4
20.7
20.8
22.2
26.0
24.2
26.0
33.5
27.1
30.8
27.5
32.6
34.3

Wyndham Hotels & Resorts, Inc. · WH

38.6
34.5
24.3
17.5
16.2
18.2
19.2
20.5
20.3
23.6
27.2
24.1
24.8
27.9
21.5
19.0
18.4
30.2
32.6
31.0
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Lodging comparison names 6 specific ways its own evidence can mislead, all listed below. 1 of the 7 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. 3 of the 5 ranked sections have fewer than three usable current readings. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
  • Thin comparisons: Revenue, Net profit, Valuation have fewer than three usable current readings.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 7 Lodging companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Lodging company comparison FAQs

These 22 answers restate the Lodging comparison above in question form. Every one is computed from the same 7 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Lodging sector outperforming S&P 500?

Lodging has underperformed S&P 500 by 9.1% over 52 weeks and 6.3% over 13 weeks. 2 of 7 covered companies beat the S&P 500 on Mansfield relative strength, while 6 of 7 beat the sector itself.

Which Lodging company is largest by revenue?

Marriott International, Inc. leads with revenue of $26,577 million, based on 2 of 7 comparable companies through Mar 2026.

Which Lodging company is growing fastest?

Marriott International, Inc. has the fastest current revenue growth at 4.7%, across 2 of 7 comparable companies.

Which Lodging company has the strongest 4-Factor Sector Score?

Hilton Worldwide Holdings Inc. ranks first at 54.3/100 with 57.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Lodging company has the lowest comparable PEG?

Choice Hotels International, Inc. has the lowest comparable PEG at 1.05, among 2 of 7 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Lodging comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Lodging company is the biggest?

Marriott International, Inc. is the largest, with trailing-twelve-month revenue of $26,577 million, ahead of Choice Hotels International, Inc. at $1,604 million. That covers 2 of 7 companies with comparable reporting through Mar 2026.

Which Lodging company has the best profit margins?

Wyndham Hotels & Resorts, Inc. has the highest operating margin at 34.9%, from 6 of 7 comparable companies. Civeo Corporation shows the biggest recent improvement, at +5.6 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Lodging company makes the most profit?

Marriott International, Inc. earns the most, at $2,584 million of trailing-twelve-month net profit, from 2 of 7 comparable companies. Marriott International, Inc. has the fastest profit growth at 4.4%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Lodging company earns the highest return on capital?

InterContinental Hotels Group PLC leads on return on capital employed at 9.5%, across 7 of 7 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Lodging stock is the cheapest?

On PEG — where a LOWER number is cheaper — Choice Hotels International, Inc. screens cheapest at 1.05×. Only 2 of 7 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Lodging sector beating the market?

Lodging has underperformed S&P 500 by 9.1% over the last 52 weeks and 6.3% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 2 of 7 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Lodging stock has the strongest price momentum?

Civeo Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Lodging company scores highest for research priority?

Hilton Worldwide Holdings Inc. scores 54.3 out of 100 with 57.8% evidence confidence, from 22.7 points on growth and earnings, 15.9 on capital efficiency, 9 on valuation and 6.7 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Lodging companies does this comparison cover, and over what period?

It compares 7 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Lodging sector?

The 7 Lodging companies on this page carry $210,638 million of combined market value. Marriott International, Inc. is the largest at $90,017 million, about 43% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Lodging sector's P/E ratio?

The median price-to-earnings ratio across the 7 Lodging companies on this page is 31×, measured on the 7 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Lodging sector performing?

2 of the 7 covered Lodging companies are beating S&P 500 on Mansfield relative strength. The sector itself is 9.1% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Lodging stocks are listed in the US?

This comparison covers 7 listed Lodging companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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