Citi cuts Diamondrock Hospitality target to $8, maintains Neutral

Published 06/05/2025, 21:46
Citi cuts Diamondrock Hospitality target to $8, maintains Neutral

On Tuesday, Citi analysts updated their financial model for Diamondrock Hospitality (NYSE: NYSE:DRH), currently trading at $7.42 with a market capitalization of $1.54 billion, resulting in a revised price target of $8.00, decreased from the previous $9.00, while keeping a Neutral stock rating. According to InvestingPro data, analyst targets for DRH range from $7.00 to $12.00. The adjustment comes after reviewing the company’s actual earnings for the first quarter of 2025 and incorporating new estimates for operations, revenue per available room (RevPAR), and interest rates.

In the latest report, Citi analysts noted that the second quarter 2025 operating funds from operations (FFO) forecast remains steady at $0.34. However, the full-year 2025 estimated operating FFO has been slightly increased to $1.00, up from $0.97. This change reflects the latest data and expectations for Diamondrock Hospitality’s performance.

The new $8.00 price target is based on a 10x multiple of the company’s projected 2025 earnings before interest, taxes, depreciation, and amortization (EBITDA). This valuation is below the historical average multiples of 11-12x. Currently, DRH trades at an EV/EBITDA multiple of 9.35x, with last twelve months EBITDA of $279.52 million. Citi’s analysts explained the rationale behind the lower multiple, stating, "10x multiple is below longer-term averages of 11-12x, but we see significant multiple expansion as limited given broader macro concerns." InvestingPro analysis suggests the stock is currently trading above its Fair Value.

Diamondrock Hospitality’s updated valuation reflects a cautious approach by Citi analysts, who cite broader economic concerns as a limiting factor for potential multiple expansion. This suggests that while the company’s fundamentals may be solid, external economic factors are expected to play a significant role in the stock’s valuation.

Investors and market watchers will likely monitor Diamondrock Hospitality closely to see how the company’s financials align with Citi’s projections and whether the broader economic environment will impact its stock performance as anticipated. For deeper insights into DRH’s valuation and growth prospects, InvestingPro subscribers can access the comprehensive Pro Research Report, which includes detailed analysis of the company’s financial health, growth potential, and market position among 1,400+ top US stocks.

In other recent news, DiamondRock Hospitality Company announced its Q1 2025 earnings, meeting expectations for earnings per share (EPS) but falling short on revenue. The company reported an EPS of $0.04, aligning with analyst predictions, while actual revenue of $251.8 million missed the forecasted $258.42 million. Despite this revenue shortfall, DiamondRock experienced a 2% increase in Comparable RevPAR and a 5.6% rise in Adjusted FFO per share. The company’s hotel adjusted EBITDA grew by 2.2% to $61.3 million, and free cash flow per share increased by 10% to $0.63. Additionally, the company completed significant renovations across several properties, which may enhance its portfolio’s appeal. DiamondRock’s cautious outlook for 2025 includes FFO per share guidance ranging from $0.94 to $1.06, with a revised RevPAR outlook between -1% and +1%. The company remains focused on share repurchases as its primary capital allocation strategy, as emphasized by CEO Jeff Donnelly.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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