Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
XHR 
Xenia Hotels & Resorts Inc (XHR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
02/13/2025: XHR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -44.8% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.25B USD | Price to earnings Ratio 78.4 | 1Y Target Price 15.5 |
Price to earnings Ratio 78.4 | 1Y Target Price 15.5 | ||
Volume (30-day avg) 619642 | Beta 1.5 | 52 Weeks Range 11.43 - 16.17 | Updated Date 04/2/2025 |
52 Weeks Range 11.43 - 16.17 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 4.76% | Basic EPS (TTM) 0.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.55% | Operating Margin (TTM) 7.93% |
Management Effectiveness
Return on Assets (TTM) 1.9% | Return on Equity (TTM) 1.3% |
Valuation
Trailing PE 78.4 | Forward PE 63.29 | Enterprise Value 2448412821 | Price to Sales(TTM) 1.2 |
Enterprise Value 2448412821 | Price to Sales(TTM) 1.2 | ||
Enterprise Value to Revenue 2.36 | Enterprise Value to EBITDA 10.99 | Shares Outstanding 101353000 | Shares Floating 100284701 |
Shares Outstanding 101353000 | Shares Floating 100284701 | ||
Percent Insiders 0.97 | Percent Institutions 96.91 |
Analyst Ratings
Rating 3.78 | Target Price 16.5 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 3 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Xenia Hotels & Resorts Inc
Company Overview
History and Background
Xenia Hotels & Resorts, Inc. was founded in 2007, initially as part of Inland American Real Estate Trust. It became an independent REIT specializing in lodging in 2015. The company has grown through strategic acquisitions and asset management improvements.
Core Business Areas
- Hotel Ownership: Xenia owns a portfolio of primarily luxury and upper upscale hotels and resorts across the U.S. They focus on well-located properties with high growth potential.
- Asset Management: Xenia actively manages its hotel properties to enhance operational efficiency, improve guest experience, and increase property value.
- Capital Allocation: Xenia focuses on disciplined capital allocation, including strategic acquisitions, renovations, and property dispositions to optimize its portfolio.
Leadership and Structure
The company is led by Marcel Verbaas (Chairman & CEO). The organizational structure consists of executive leadership overseeing various functional areas such as operations, finance, asset management, and development. They operate as a Real Estate Investment Trust (REIT).
Top Products and Market Share
Key Offerings
- Luxury Hotels: Xenia owns and operates luxury hotels under brands like Ritz-Carlton, Park Hyatt, and Waldorf Astoria. Market share data is difficult to pinpoint specifically for luxury hotels under Xenia management, but the luxury hotel market is highly competitive with companies like Marriott (MAR), Hilton (HLT), and Hyatt (H).
- Upper Upscale Hotels: Xenia also owns and operates upper upscale hotels under brands like Marriott, Hyatt, Kimpton, and Hilton. The competitive landscape includes other REITs and hotel management companies. Revenue is driven by occupancy rates and average daily rates (ADR).
- Resorts: Xenia owns resorts, like the Hyatt Regency Scottsdale Resort & Spa, that provide leisure services. Revenue is driven by hospitality revenue, recreational services, dining, and events. Competitors include large resort management companies and independent luxury resorts.
Market Dynamics
Industry Overview
The hotel industry is currently experiencing a recovery in demand following the COVID-19 pandemic. Factors influencing the industry include economic conditions, travel trends, and competition from alternative lodging options (e.g., Airbnb).
Positioning
Xenia is positioned as a leading owner of luxury and upper upscale hotels in the U.S. Their competitive advantages include a high-quality portfolio, experienced management team, and strong relationships with major hotel brands.
Total Addressable Market (TAM)
The global lodging market is estimated to be worth hundreds of billions of dollars. Xenia focuses on a segment of the market focused on the luxury and upper-upscale markets in key metropolitan areas.
Upturn SWOT Analysis
Strengths
- High-quality hotel portfolio
- Strong brand affiliations with major hotel companies
- Experienced management team
- Strategic focus on key U.S. markets
Weaknesses
- High sensitivity to economic cycles
- Reliance on third-party hotel operators
- Geographic concentration in the U.S.
- REIT structure limits financial flexibility compared to regular corporations.
Opportunities
- Acquisition of additional high-quality hotel assets
- Renovation and repositioning of existing properties
- Growth in leisure and business travel
- Expansion into new markets
Threats
- Economic downturns
- Increased competition from alternative lodging options
- Rising operating costs
- Geopolitical risks affecting travel
Competitors and Market Share
Key Competitors
- HST
- PK
- RHP
- PEB
Competitive Landscape
Xenia competes with other REITs and hotel management companies for hotel acquisitions and market share. Their advantage lies in focused luxury and upper upscale brand exposure.
Major Acquisitions
Park Hyatt Aviara Resort, Golf Club & Spa
- Year: 2016
- Acquisition Price (USD millions): 400
- Strategic Rationale: Strengthens luxury resort portfolio in Southern California.
Growth Trajectory and Initiatives
Historical Growth: Xenia's historical growth has been driven by strategic acquisitions and asset management improvements.
Future Projections: Analyst projections vary based on economic conditions and company-specific initiatives.
Recent Initiatives: Recent initiatives may include property renovations, acquisitions, and capital allocation strategies.
Summary
Xenia Hotels & Resorts, Inc. is strategically positioned in the luxury and upper-upscale hotel market, with a portfolio of well-branded properties. However, its REIT structure and sensitivity to economic cycles present challenges. The company has strong brand affiliations. Key areas of focus are growing leisure travel and strategic asset allocation to navigate market headwinds.
Similar Companies
HLT
Hilton Worldwide Holdings Inc
HLT
Hilton Worldwide Holdings Inc
HST
Host Hotels & Resorts Inc
HST
Host Hotels & Resorts Inc
MAR
Marriott International Inc
MAR
Marriott International Inc
PEB
Pebblebrook Hotel Trust
PEB
Pebblebrook Hotel Trust
PK
Park Hotels & Resorts Inc
PK
Park Hotels & Resorts Inc
RHP
Ryman Hospitality Properties Inc
RHP
Ryman Hospitality Properties Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share estimates are approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Xenia Hotels & Resorts Inc
Exchange NYSE | Headquaters Orlando, FL, United States | ||
IPO Launch date 2015-02-04 | Chairman of the Board & CEO Mr. Marcel Verbaas | ||
Sector Real Estate | Industry REIT - Hotel & Motel | Full time employees 46 | Website https://www.xeniareit.com |
Full time employees 46 | Website https://www.xeniareit.com | ||
Xenia Hotels & Resorts, Inc. is a self-advised and self-administered REIT that invests in uniquely positioned luxury and upper upscale hotels and resorts with a focus on the top 25 lodging markets as well as key leisure destinations in the United States. The Company owns 31 hotels and resorts comprising 9,408 rooms across 14 states. Xenia's hotels are in the luxury and upper upscale segments, and are operated and/or licensed by industry leaders such as Marriott, Hyatt, Kimpton, Fairmont, Loews, Hilton, and The Kessler Collection.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.