Choice Hotels (CHH)
NYSEConsumer DiscretionaryTravel LodgingSnapshot 2026-10-29
$111.16-1.60%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryTravel LodgingSnapshot 2026-10-29
Research Workspace
Put CHH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain adjusted EBITDA near $632 million in 2026: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 3% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 28% growth a year, above the roughly 3% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskChoice Hotels’ modest revenue growth and fragile cash backing make cash conversion central to its earnings case. Revenue grew 3% year over year in both reported quarters, with the latest quarter beating EPS consensus. CHH trades at 17× P/E versus peers at 23×, yet the market prices in more growth than our forecast. The risk is a 26% modeled next-quarter miss probability. Weak cash backing also leaves reported profits exposed if expectations disappoint. Peer multiples imply a price about 28% below where it trades; this read is provisional.
Trailing returns as of 2026-10-30. CHH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering CHH (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CHH in the last 4 months.
Continue this research
Compare CHH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CHH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Hotels, Resorts & Cruise Lines — fair value, gap to price, and forward P/E.
Compare the value case
Put CHH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Transition leadership and maintain strategic momentum
CEO confirmation supports leadership transition and strategic momentum.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $111.16
The last 12 months of price, then the range of analyst 12-month targets from today’s $111.16.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Transition leadership and maintain strategic momentum
New CEO may enhance strategic momentum and leadership.
Advances: Drive global net rooms growth and franchise agreements
Increased RevPAR and growth outlook support net rooms growth objective.
Advances: Drive global net rooms growth and franchise agreements
Increased EBITDA outlook supports growth and franchise agreements.
Advances: Maintain and grow operating income and adjusted EBITDA
Earnings call provides insights on operating income and EBITDA.
Advances: Maintain and grow operating income and adjusted EBITDA
Q2 sales beat supports operating income and EBITDA growth.
Advances: Transition leadership and maintain strategic momentum
AI leader enhances strategic momentum and innovation.
CEO selling shares raises concerns about leadership stability.