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Wyndham Hotels & Resorts Inc (WH)
NYSE:WH

Wyndham Hotels & Resorts (WH) AI Stock Analysis

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WH

Wyndham Hotels & Resorts

(NYSE:WH)

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Neutral 61 (OpenAI - 5.2)
Rating:61Neutral
Price Target:
$85.00
▼(-1.30% Downside)
Action:ReiteratedDate:03/03/26
The score is held back primarily by elevated leverage and weakening recent financial momentum (sharp 2025 revenue decline and margin compression), despite strong multi-year cash generation. Offsetting factors include a constructive earnings outlook with ongoing room growth and shareholder returns, plus neutral-to-slightly positive technicals. Valuation remains a headwind due to the high P/E, only partly balanced by the dividend yield.
Positive Factors
Large franchised global portfolio and diverse brands
Wyndham's asset-light franchising model and global scale create recurring, largely fee-based revenue streams and strong network effects. Diversified brands across price tiers reduce dependence on any single segment or region, supporting durable fee generation and resilience through business cycles.
Negative Factors
Elevated leverage and weakened capital structure
Materially higher leverage reduces financial flexibility and amplifies earnings and equity volatility. Greater interest and covenant exposure limits strategic optionality, raises refinancing risk in stress scenarios, and makes the company more sensitive to cyclical RevPAR or macro shocks over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Large franchised global portfolio and diverse brands
Wyndham's asset-light franchising model and global scale create recurring, largely fee-based revenue streams and strong network effects. Diversified brands across price tiers reduce dependence on any single segment or region, supporting durable fee generation and resilience through business cycles.
Read all positive factors

Wyndham Hotels & Resorts (WH) vs. SPDR S&P 500 ETF (SPY)

Wyndham Hotels & Resorts Business Overview & Revenue Model

Company Description
Wyndham Hotels & Resorts, Inc. operates as a hotel franchisor worldwide. It operates through Hotel Franchising and Hotel Management segments. The Hotel Franchising segment licenses its lodging brands and provides related services to third-party ho...
How the Company Makes Money
Wyndham Hotels & Resorts generates revenue primarily through franchise fees charged to hotel owners for the use of its brand names and systems, which include marketing support and operational services. The company earns significant income from ini...

Wyndham Hotels & Resorts Earnings Call Summary

Earnings Call Date:Feb 18, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Apr 29, 2026
Earnings Call Sentiment Positive
The call highlights strong strategic and operational momentum: record organic room openings, a larger/higher‑quality development pipeline, robust ancillary revenue growth, solid free cash flow generation and active capital returns. Technology and AI deployments are already producing direct booking gains and cost efficiencies. Offsetting these positives are persistent RevPAR pressure (notably in China and certain large U.S. states), a material insolvency‑related non‑cash charge (~$160M) tied to a major European franchisee and near‑term timing headwinds from legacy room terminations and marketing fund timing. Management provided a constructive 2026 outlook with modest EBITDA and EPS growth assumptions and continued shareholder capital return capacity. Overall, strengths in growth, cash generation and digital initiatives meaningfully outweigh the headline operational and regional revenue challenges.
Positive Updates
Record Organic Room Additions and Pipeline Growth
Opened a record 72,000 rooms in 2025 (largest organic room additions in company history), 13% more than 2024; global development pipeline increased ~3% to nearly 260,000 rooms and >2,200 hotels; signed ~870 deals (18 more than 2024) driving long‑term economics.
Negative Updates
Global and U.S. RevPAR Declines
Q4 global RevPAR down ~6% in constant currency; U.S. Q4 RevPAR down roughly 6% (ex‑hurricane impacts) and U.S. full‑year RevPAR down ~4% (in line with expectations). International Q4 RevPAR down ~1 point overall; Asia / China underperformance highlighted.
Read all updates
Q4-2025 Updates
Negative
Record Organic Room Additions and Pipeline Growth
Opened a record 72,000 rooms in 2025 (largest organic room additions in company history), 13% more than 2024; global development pipeline increased ~3% to nearly 260,000 rooms and >2,200 hotels; signed ~870 deals (18 more than 2024) driving long‑term economics.
Read all positive updates
Company Guidance
Management guided 2026 for full‑year global net room growth of about 4.0–4.5% (Q1 largely flat sequentially due to ~3,000 legacy room terminations), global RevPAR to finish between +0.5 and -1.5 percentage points (U.S. Q1 RevPAR expected down 3% to down 2%; roughly flat U.S. RevPAR from Q2–Q4 would achieve the full‑year target), and international RevPAR roughly in line with 2025; fee‑related and other revenues of $1,460–1,490 million with low‑ to mid‑teens ancillary revenue growth; adjusted EBITDA of $730–745 million (up 2–4% YoY, or ~5–7% ex. ~$15M of one‑time variable cost savings and a ~$12M Revo royalty deferral); adjusted net income $354–368 million and adjusted diluted EPS $4.62–4.80 on a diluted share count of ~76.7 million (assumes no buybacks), free cash flow conversion before development advances 55–60%, ~20% of full‑year adjusted EBITDA expected in Q1, Q1 marketing overspend of ~$15–20 million with full‑year marketing funds expected to breakeven, up to ~$400 million of available capital while maintaining net leverage ~3.5x, and about $110 million planned development advance spend.

Wyndham Hotels & Resorts Financial Statement Overview

Summary
Strong and consistent free cash flow supports the business, but the balance sheet is a major constraint: leverage rose sharply (debt-to-equity ~6.53x in 2025) as equity shrank. Profitability has been solid since 2021, yet 2025 showed a steep revenue decline (-48.7%) and meaningful margin compression versus 2024.
Income Statement
62
Positive
Balance Sheet
38
Negative
Cash Flow
74
Positive
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.43B1.41B1.40B1.50B1.56B
Gross Profit841.00M1.41B815.00M830.00M795.00M
EBITDA466.00M568.00M582.00M638.00M524.00M
Net Income193.00M289.00M289.00M355.00M244.00M
Balance Sheet
Total Assets4.18B4.22B4.03B4.12B4.27B
Cash, Cash Equivalents and Short-Term Investments64.00M103.00M66.00M161.00M171.00M
Total Debt3.06B2.47B2.21B2.08B2.09B
Total Liabilities3.71B3.57B3.29B3.16B3.18B
Stockholders Equity468.00M650.00M746.00M962.00M1.09B
Cash Flow
Free Cash Flow321.00M241.00M339.00M360.00M389.00M
Operating Cash Flow367.00M290.00M376.00M399.00M426.00M
Investing Cash Flow-103.00M-65.00M-66.00M179.00M-34.00M
Financing Cash Flow-314.00M-175.00M-402.00M-584.00M-713.00M

Wyndham Hotels & Resorts Technical Analysis

Technical Analysis Sentiment
Positive
Last Price86.12
Price Trends
50DMA
78.52
Positive
100DMA
76.90
Positive
200DMA
79.30
Positive
Market Momentum
MACD
1.55
Negative
RSI
67.41
Neutral
STOCH
74.39
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WH, the sentiment is Positive. The current price of 86.12 is above the 20-day moving average (MA) of 79.23, above the 50-day MA of 78.52, and above the 200-day MA of 79.30, indicating a bullish trend. The MACD of 1.55 indicates Negative momentum. The RSI at 67.41 is Neutral, neither overbought nor oversold. The STOCH value of 74.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WH.

Wyndham Hotels & Resorts Risk Analysis

Wyndham Hotels & Resorts disclosed 29 risk factors in its most recent earnings report. Wyndham Hotels & Resorts reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Wyndham Hotels & Resorts Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$20.80B28.95-23.50%1.21%8.89%23.20%
68
Neutral
$14.71B-1.50%0.36%2.61%-106.74%
67
Neutral
$5.20B17.22614.45%1.32%2.76%56.02%
65
Neutral
$16.06B20.4542.78%3.60%5.70%9.53%
62
Neutral
$73.95B46.53-30.22%0.21%6.68%48.03%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
61
Neutral
$6.47B-23.8335.09%2.13%3.38%38.04%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WH
Wyndham Hotels & Resorts
85.67
2.94
3.55%
HTHT
H World Group
52.48
20.75
65.40%
CHH
Choice Hotels
112.07
-11.46
-9.28%
H
Hyatt Hotels
155.25
43.18
38.53%
IHG
Intercontinental Hotels Group
141.48
38.89
37.91%
HLT
Hilton Worldwide Holdings
323.43
111.49
52.60%

Wyndham Hotels & Resorts Corporate Events

Business Operations and StrategyExecutive/Board ChangesFinancial Disclosures
Wyndham Hotels Names New CFO, Reaffirms 2026 Outlook
Positive
Mar 3, 2026
On March 3, 2026, Wyndham Hotels Resorts appointed Amit Sripathi as Chief Financial Officer, succeeding interim CFO Kurt Albert, while veteran executive David Wilner was promoted to Chief Development Officer – North America. Sripathi, a for...
Business Operations and StrategyPrivate Placements and Financing
Wyndham Issues $650 Million Senior Notes, Refinances Debt
Positive
Feb 27, 2026
On February 27, 2026, Wyndham Hotels Resorts, Inc. issued and sold $650 million of 5.625% senior unsecured notes due 2033, with interest payable semi-annually beginning September 1, 2026. The notes rank equally with the company’s existing s...
Business Operations and StrategyPrivate Placements and Financing
Wyndham Hotels Issues $650 Million Senior Notes Offering
Positive
Feb 24, 2026
On February 24, 2026, Wyndham Hotels Resorts, Inc. entered into a purchase agreement with J.P. Morgan Securities LLC and other initial purchasers to offer and sell $650 million of 5.625% senior notes due 2033 in a private placement to qualified i...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Wyndham Hotels Boosts Dividend Amid Strong Development Pipeline
Positive
Feb 18, 2026
On February 18, 2026, Wyndham Hotels Resorts reported its results for the fourth quarter and full year ended December 31, 2025, alongside posting a new investor presentation and raising its quarterly dividend by 5% to $0.43 per share from the fir...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Mar 03, 2026