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Hilton Worldwide

HLT Consumer Cyclical Unknown Updated July 31, 2026
$320.49
52W $253.54 – $358.00
49/100
$72.13B
46.6
1.05
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+4.0%
-9.5%
0.42:1
Moderate

Is HLT Bullish or Bearish?

Mixed. Innellis AI committee rates Hilton Worldwide (HLT) Watch with a composite score of 49/100 , 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 — +11.17 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 — -8.83 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. Risk Analyst remains cautious — high leverage (debt-to-equity 13.22) 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
  • ROE of 171.0% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 38.6x prices in significant intangible value — Value
  • Debt-to-equity of 13.22 adds balance-sheet risk to the value case — Value
  • Revenue declining -19.7% YoY -- this is not a growth story right now — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 13.22) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.66 is tight -- limited short-term liquidity cushion — 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
49/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 83%
of 124 Consumer Cyclical peers
Value Analyst neutral
47 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 171.0% shows genuine earnings power backing the valuation
− Price-to-book of 38.6x prices in significant intangible value
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -19.7% YoY -- this is not a growth story right now
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 13.22) 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
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
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 49.9 to 48.8.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).

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

Technical Analysis

RSI (14)
38.9
Neutral
MACD Histogram
-0.326
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$290.05
Resistance
$333.20
Bollinger %B
0.25
Inside Bands
Price vs Moving Averages
EMA 9
$323.47 Below
EMA 21
$326.74 Below
EMA 50
$328.43 Below
EMA 200
$308.48 Above

Fundamental Analysis

Valuation
33
Growth
66
Profitability
0
Financial Health
50
Cash Flow
37
Valuation
P/E Ratio 46.6×
P/B Ratio -11.54×
PEG Ratio 10.22
Dividend Yield 0.00%
52W High $358.00
52W Low $253.54
Quality & Growth
ROE -27.0%
ROA 8.7%
Gross Margin 44.1%
Operating Margin 23.4%
Revenue Growth YoY
Debt / Equity -2.22
AI Fundamental Assessment
P/E ratio of 46.6 (rich relative to a 15-40x range); Price-to-book of -11.5x; PEG ratio of 10.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.3%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 0.65 (tight short-term liquidity); Debt-to-equity of -2.22; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (8.84); Most recent quarter missed estimates by 0.8%; EPS growth accelerating (-3.4% -> +13.9% QoQ); Average YoY EPS growth of 4.1%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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