HLT

Hilton Worldwide Holdings Inc

Consumer, Event Driven/Special Sit


Presented:04/14/2015
Price:$30.27
Cap:$29.90B
Current Price:$236.12
Cap:$58.19B

Presented

Date04/14/2015
Price$30.27
Market Cap$29.90B
Ent Value$40.98B
P/E Ratio44.5x
Book Value$4.83
Div YieldN/A
Shares O/S987.45M
Ave Daily Vol5,750,000
Short Int0.89%

Current

Price$236.12
Market Cap$58.19B
Hilton Worldwide Holdings Inc., a hospitality company, owns, leases, manages, develops, and franchises hotels, resorts, and timeshare properties worldwide. The company operates hotels under 12 brand names, including Hilton Hotels & Resorts, Waldorf Astoria Hotels & Resorts, Conrad Hotels & Resorts, Canopy by Hilton, Curio - A Collection by Hilton, DoubleTree by Hilton, Embassy Suites Hotels, Hilton Garden Inn, Hampton Hotels, Homewood Suites by Hilton, Home2 Suites by Hilton, and Hilton Grand Vacations. As of April 9, 2015, it had approximately 4,300 managed, franchised, owned, and leased hotels, as well as timeshare properties with approximately 715,000 rooms in 94 countries and territories. The company was founded in 1919 and is headquartered in McLean, Virginia.

Publicly traded companies mentioned herein: Blackstone Group LP/The (BX), Hilton Worldwide Holdings Inc (HLT), Starwood Hotels & Resorts Worldwide Inc (HOT)

Highlights

The presenter is long shares of Hilton (HLT), citing attractive upside from a potential HLT-Starwood merger. In addition, he believes HLT is more attractive than Starwood on a fundamental basis, and that an investment in HLT sees limited downside even if a deal does not happen.

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Idea Discussion

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