Chart in Focus: Marriott’s Dividend Payout in 2017
Marriott (MAR) has an indicated dividend yield of 1.8%, which is the lowest among its peers.
Marriott (MAR) currently trades at a forward EV-to-EBITDA multiple of 14.5x.
Marriott’s consensus 12-month target price is $97.10. The current target price indicates a 1.5% return potential on the company’s April 28, 2017, closing price of $95.60.
Marriott (MAR) generated $1.6 billion from its cash flow from operations in 2016.
Analysts estimate that Marriott’s (MAR) 1Q17 revenues could grow 40.1% year-over-year to $5.3 billion.
Marriott’s management expects its 2017 adjusted EBITDA to grow 3%–6% to ~$3.1 billion to $3.2 billion.
Marriott’s (MAR) RevPAR (revenue per available room) for 4Q16 rose 0.8% in constant dollars across its worldwide properties.
Marriott (MAR) is expected to report its 1Q17 earnings on May 8, 2017. Analysts expect Marriott’s 1Q17 revenues to grow 40.1% year-over-year to $5.3 billion.
Hyatt’s net debt-to-EBITDA ratio was 5.6x at the end of 2014, and it fell to 5.4x at the end of 2015. Hyatt’s net debt-to-EBITDA ratio rose to 6.1x at the end of 2016.
Hyatt (H) currently trades at a forward EV-to-EBITDA multiple of 10.2x.
According to Reuter’s consensus, out of the 22 analysts tracking Hyatt (H), three analysts have a “strong buy” recommendation on the stock, while two analysts have a “buy” recommendation.
For 1Q17, analysts are estimating Hyatt’s revenues to grow 4.8% year-over-year to $1.1 billion.
For 1Q17, analysts estimate that Hyatt’s (H) EBITDA could grow 0.9% year-over-year to $195.8 million.
Marriott has an indicated dividend yield of 1.8%, which is the lowest among its peers. Hyatt (H), unlike its peers, does not pay dividends at all.
In 2016, Hyatt (H) added 59 new hotels to its list, taking the total to 663 hotels. Its net hotel growth was 10% YoY.
Hyatt (H) stock has had a volatile ride so far in 2017. After falling in January and February, its stock rose in March and April. Hyatt will report its 1Q17 earnings on May 4, 2017.
Hilton’s consensus 12-month target price is $64.6, which indicates a 12.6% return potential over its April 21 closing price of $58.
The hotel sector is capital intensive, and companies in the industry normally carry high debt.
Hilton (HLT) currently trades at a forward EV-to-EBITDA multiple of 17.6x.
Hilton (HLT) started paying dividends in mid-2015.