Wyndham Hotels & Resorts (WH)
NYSEConsumer DiscretionaryTravel LodgingSnapshot 2026-09-04
$71.80+1.14%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryTravel LodgingSnapshot 2026-09-04
QuarterlyIQ Insights · WH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -0.7% |
| Our one-year growth estimate | diamond | 6.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 7.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 6 industry peers
WH — Principal Accounting Officer transition
Dated 2026-05-18
Chief Accounting Officer — Nicola Rossi: Nicola Rossi is departing as Chief Accounting Officer, and Christopher Androski will succeed him in the role.
Why it matters: A growing pipeline shows franchisee confidence. It also means more money in the future.
Supportive ifPipeline growth was over 4% compared to last year.
Worry ifPipeline growth was below 3% compared to last year.
Why it matters: A bigger development pipeline shows trust in future growth. It also shows market demand.
Supportive ifDevelopment pipeline grows beyond 261,000 rooms in the next quarter.
Worry ifIf the development pipeline drops below 261,000 rooms, it may stop growing.
Why it matters: Increasing dividends shows Wyndham cares about giving money back to shareholders. This can help build investor trust.
Supportive ifAnnouncement of an increase in the dividend per share.
Worry ifNo announcement of dividend increase or a decrease in dividend per share.
Why it matters: If it rises above 1%, it shows recovery in global markets. This would help overall performance.
Supportive ifGlobal RevPAR growth exceeds 1% year-over-year in Q3 2026.
Worry ifGlobal RevPAR growth remains at or below 0% year-over-year in Q3 2026.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$120 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $316 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,127 loss on $10,000 · 21.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Slower net income growth may show problems with profitability. It can affect overall business health.
Worry ifNet income grows less than 10% year-over-year in Q3.
Less concerning ifNet income grows more than 15% year-over-year in Q3.
Why it matters: Sustained RevPAR growth shows strong demand. This means better pricing and more revenue.
Supportive ifU.S. RevPAR growth exceeds 2% year-over-year in Q3.
Worry ifU.S. RevPAR growth falls below 0% year-over-year in Q3.
Why it matters: Changes in leadership can affect how a company reports money. Smooth changes help keep stability.
Watch forThe transition is going well. There is no negative effect on financial reporting.
Also watch forThe transition leads to delays or issues in financial reporting.
Why it matters: Higher ancillary revenues can make up for losses in other areas. This helps overall earnings.
Supportive ifAncillary revenues increased by over 20% from last year in Q3.
Worry ifAncillary revenues grew by less than 10% from last year in Q3.
Why it matters: Improving cash flow is vital for Wyndham's growth. A decline indicates financial strain.
Worry ifCash from operating activities for Q2 shows an increase from $42M.
Less concerning ifCash 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.
Supportive ifOperating income for Q2 is reported above $114M.
Worry ifOperating income for Q2 falls below $112M.
Why it matters: Consumer spending affects hotel bookings. A shift could impact Wyndham's revenue and growth.
Watch forConsumer spending increases by more than 2% in the retail trade report.
Also watch forConsumer 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.
Worry ifQ2 operating income remains stable or grows year over year.
Less concerning ifQ2 operating income is down compared to last year.
Why it matters: A dividend increase shows strong cash flow and a promise to give value to shareholders.
Supportive ifWyndham announces an increase in dividend per share in 2026.
Worry ifNo announcement of a dividend increase in 2026.
Why it matters: Strong RevPAR growth shows demand recovery. It is key for future earnings growth.
Supportive ifQ3 RevPAR growth was over 1% compared to last year.
Worry ifQ3 RevPAR growth was below 0% compared to last year.
Why it matters: High revenue growth helps profits. It also makes up for other fee drops.
Supportive ifRevenue growth was over 20% compared to last year.
Worry ifRevenue growth was below 15% compared to last year.
Why it matters: Weak EBITDA growth may show problems. It could change future plans.
Worry ifQ3 adjusted EBITDA growth was below 3% compared to last year.
Less concerning ifQ3 adjusted EBITDA growth was over 4% compared to last year.