Added to YB: 2025-05-09
Pitch date: 2025-03-23
TNL [bullish]
Travel + Leisure Co.
+53.9%
current return
Author Info
No bio for this author
Company Info
Travel + Leisure Co., together with its subsidiaries, provides hospitality services and travel products in the United States and internationally.
Market Cap
$4.7B
Pitch Price
$46.49
Price Target
60.40 (-16%)
Dividend
3.20%
EV/EBITDA
10.56
P/E
21.79
EV/Sales
2.52
Sector
Hotels, Restaurants and Leisure
Category
value
Travel + Leisure Co. - $TNL
TNL: Timeshare co. masking 7% organic EBITDA growth despite $55M headwinds (interest rates, COVID defaults). Expects mid-teens EPS CAGR thru 2026 + 16% FCF yield in 2025 (enabling 10-12% share reduction). Trading at just 7x 2026 EPS with 28% upside. Catalysts: loan loss provision reduction (+3% to EBITDA) & rate cuts.
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