Reading WH? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WH free→Reading WH? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WH free→NYSEConsumer DiscretionaryLodgingSnapshot 2026-06-12
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is neutral. Earnings quality is also neutral. Management's recent track record has been steady. Risk is moderate, and the sector backdrop is a headwind. Compared with sector peers, WH is above typical. Peer multiples imply a price about 11% below where it trades (it looks expensive on this basis); the read is fair. The three-year read shows peer multiples imply a price about 20% above where it trades (it looks cheap on this basis). This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $79.39. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $79 WH trades at 18× p/e, in line with its 16× p/e peer median. Our $71 fair value reflects that, medium confidence. Analysts: $87–$108. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 11% near-term growth, ahead of our forecast of about 0%. This describes what's priced in, not a forecast of the move.
No fragility gates fired.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 64% for the rest of the cohort, n=3804).
Over the trailing year it converted 1.81x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 52% of the time over the next year (vs 55% for the rest of the cohort, n=3229).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $1.38 → $1.39 (+1.4% / 30d). 10 raised, 4 cut, 14 covering analysts.
0 upgrades, 0 downgrades / 30d. 82% of analysts rate Buy.
0 positive, 0 negative / 30d.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$134.
How much price usually moves either way.
On a bad day, this stock has moved -$306.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,430.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A higher dividend shows Wyndham's commitment to returning value to shareholders. It reflects strong financial health.
Confirms:The company announces a dividend per share increase above $0.43 for Q2.
Disproves:The company keeps the dividend per share at $0.43 or lowers it.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for WH yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Chief Accounting Officer — Nicola Rossi: Mr. Rossi is departing and Mr. Androski will assume the role of Chief Accounting Officer.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$87.00 – $108.00 (median $98.00) · 9 analysts · as of 2026-05-04
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Hotels, Resorts & Cruise Lines.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
WH Wyndham Hotels & Resorts | Above typical Show detailsSector percentile: 77 of 100 | full | moderate |
BKNG Booking Holdings | Above typical Show detailsSector percentile: 74 of 100 | fair | moderate |
MAR Marriott International | Typical Show detailsSector percentile: 46 of 100 | expensive | moderate |
HLT Hilton Worldwide | Typical Show detailsSector percentile: 31 of 100 | expensive | moderate |
ABNB Airbnb | Typical Show detailsSector percentile: 33 of 100 | full | moderate |
1 material management or governance event in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=483).
Not investment advice. As of 2026-06-12.
via XLY
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow the development pipeline, reaching a record of over 259,000 rooms and over 2,200 hotels.
Focus on growing ancillary revenues, which increased 21% year-over-year in 2026-Q1.
Focus on maintaining stable operating income, which remained at $114 million in 2026-Q1.
Continue to increase the dividend per share as part of capital allocation strategy.
Improve cash flow from operating activities to support business operations.
Why it matters: An increase in dividends would signal strong cash flow and investor confidence in Wyndham's future.
Confirms:Wyndham announces an increase in dividend per share.
Disproves:Wyndham does not increase the dividend despite strong cash flow.
Why it matters: Changes in leadership can affect how a company reports money. Smooth changes help keep stability.
Confirms one read:The transition is going well. There is no negative effect on financial reporting.
Confirms the other:The transition leads to delays or issues in financial reporting.
Why it matters: Improving cash flow is vital for Wyndham's growth. A decline indicates financial strain.
Confirms:Cash from operating activities for Q2 shows an increase from $42M.
Disproves:Cash from operating activities for Q2 is below $42M.
Why it matters: Stable operating income is key for Wyndham's financial health. It shows how well the company manages costs.
Confirms:Operating income for Q2 is reported above $114M.
Disproves:Operating income for Q2 falls below $112M.
Why it matters: Consumer spending affects hotel bookings. A shift could impact Wyndham's revenue and growth.
Confirms one read:Consumer spending increases by more than 2% in the retail trade report.
Confirms the other:Consumer spending decreases by more than 1% in the retail trade report.
Why it matters: Stable operating income is key for Wyndham's financial health. It shows how well the company manages costs.
Confirms:Q2 operating income remains stable or grows year over year.
Disproves:Q2 operating income is down compared to last year.
Results of Operations and Financial Condition. Wyndham Hotels & Resorts, Inc. (the “Company”) today issued a press release reporting financial results for the quarter ended March 31, 2026. A copy of the Company’s press release is furnished as Exhibit 99.1 and is incorporated by reference. The information included in this Item 2.02,