Ryman Hospitality Properties (RHP)
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-09-15
$120.71-1.22%
Close 2026-09-15 · 1-day change
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-09-15
Research Workspace
Put RHP 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 →
Real Estate 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.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 12% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 36% growth a year, above the roughly 13% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskRyman Hospitality Properties (RHP) must continue its strong revenue growth to justify its price. Revenue grew 13.6% year over year, and the last quarter beat expectations. RHP trades at 14.6× P/FFO versus a peer median of 12.9×. The market is pricing in more growth than we forecast, indicating expectations look full. A specific risk is the potential for RHP to cut guidance on the next call, with a 19% miss probability. Peer multiples imply a price about 38% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-15. RHP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering RHP (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for RHP in the last 4 months.
Continue this research
Compare RHP with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RHP 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 10 valuation methods, at three horizons. As of 2026-09-15. 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 Hotel & Resort REITs — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put RHP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain and increase dividend per share
Dividend declaration supports capital allocation objective.
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 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $120.71
The last 12 months of price, then the range of analyst 12-month targets from today’s $120.71.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Acquire Grande Lakes Orlando Resort
Acquisition aligns with growth strategy and enhances revenue potential.
Advances: Increase revenue and operating income
Resilient cash flow supports revenue and operating income growth.
Advances: Invest $400-$500 million in capital expenditures in 2026
Funds will support capital expenditures for growth objectives.
Sale of a major resort could impact RHP's acquisition strategy.
Secondary offering may dilute shares and affect dividends.
Advances: Acquire Grande Lakes Orlando Resort
Acquisition of Grande Lakes Orlando aligns with growth objectives.
Advances: Acquire Grande Lakes Orlando Resort
Major acquisition supports growth and expansion strategy.
