Wyndham Hotels & Resorts (WH)
NYSEConsumer DiscretionaryTravel LodgingSnapshot 2026-11-04
NYSEConsumer DiscretionaryTravel LodgingSnapshot 2026-11-04
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 recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 3.0% |
| Our one-year growth estimate | diamond | 6.0% |
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 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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 3.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 5 industry peers · Company calendar date is not available
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: Wyndham raised its full-year RevPAR range after stronger U.S. results. The fourth quarter needs to match the third quarter outlook assumption.
Watch forFull-year 2026 global RevPAR growth lands at or above 0.5%, within the raised 0.5%–1.0% range.
Also watch forFull-year 2026 global RevPAR growth falls below 0.5%, or management cuts the range.
Why it matters: The record pipeline supports room growth, but 78% is new construction. Openings show whether planned growth becomes rooms in the system.
Supportive ifThe pipeline grows year over year and system-wide rooms, excluding Revo, grow at least 4%.
Worry ifThe pipeline shrinks year over year or system-wide room growth, excluding Revo, falls below 4%.
Why it matters: International RevPAR fell even as U.S. RevPAR rose 6%. China was a key weak spot, with RevPAR down 10%.
Worry ifInternational RevPAR falls further year over year after its 3% third-quarter drop. Or China stays down 10% or more.
Less concerning ifInternational RevPAR turns positive year over year, while China falls by less than 10% or grows.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$106 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $315 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 | $2,531 loss on $10,000 · 25.3% | 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.