Ryman Hospitality Properties (RHP)
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-10-30
NYSEReal EstateReit - Hotel & MotelSnapshot 2026-10-30
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 71% growth a year, above the roughly 16% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskRHP’s case rests on strong recent financial performance and steady revenue growth, despite unsteady management and mixed earnings quality. Revenue grew 13.6% year over year in Q2 FY2026; the latest recorded quarterly beat was 8.2%. RHP trades at 16× P/FFO versus a 12× peer median. The market is pricing in more growth than our forecast, so expectations look full. The 22% next-quarter miss probability and expensive valuation raise execution risk. Peer multiples imply a price about 71% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. RHP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering RHP (as of Oct 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 2026-10-30. 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.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $133.18
The last 12 months of price, then the range of analyst 12-month targets from today’s $133.18.
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.
