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Hilton Grand Vacations

HGV Consumer Cyclical Unknown Updated July 31, 2026
$46.17
52W $36.79 – $55.40
50/100
$3.62B
38.8
1.51
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+0.2%
-3.3%
0.05:1
Moderate

Is HGV Bullish or Bearish?

Mixed. Innellis AI committee rates Hilton Grand Vacations (HGV) Watch with a composite score of 50/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +10.26 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -9.74 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.20 across 20 articles, 14d). Risk Analyst remains cautious — high leverage (debt-to-equity 5.63) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • EPS growing 477.9% YoY — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.55 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.20 across 20 articles, 14d) — News
Bear Case
  • Debt-to-equity of 5.63 adds balance-sheet risk to the value case — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
  • High leverage (debt-to-equity 5.63) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
50/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 76%
of 124 Consumer Cyclical peers
Value Analyst neutral
50 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− Debt-to-equity of 5.63 adds balance-sheet risk to the value case
Growth Analyst neutral
53 / 100 · High confidence
Moderate growth -- present but not remarkable
+ EPS growing 477.9% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 5.63) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 20 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 52.5 to 49.7.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: stance bullish->neutral; score 69->48 (-20); +2 bearish signal(s).
  • Value Analyst: score 43->50 (+7).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
33.0
Neutral
MACD Histogram
-0.313
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$44.65
Resistance
$46.24
Bollinger %B
-0.04
Below Lower Band
Price vs Moving Averages
EMA 9
$48.98 Below
EMA 21
$49.76 Below
EMA 50
$49.68 Below
EMA 200
$46.64 Below

Fundamental Analysis

Valuation
58
Growth
32
Profitability
0
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 38.8×
P/B Ratio 3.41×
PEG Ratio -1.14
Dividend Yield 0.00%
52W High $55.40
52W Low $36.79
Quality & Growth
ROE 6.3%
ROA 0.7%
Gross Margin 59.0%
Operating Margin 8.9%
Revenue Growth YoY
Debt / Equity 0.00
AI Fundamental Assessment
P/E ratio of 38.8 (rich relative to a 15-40x range); Price-to-book of 3.4x; PEG ratio of -1.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.6%; Current ratio of 3.62 (healthy short-term liquidity); Debt-to-equity of 0.00; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (5.18); Most recent quarter missed estimates by 10.2%; EPS growth decelerating (+80.0% -> -10.1% QoQ); Average YoY EPS growth of 256.0%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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