Added to YB: 2025-08-28
Pitch date: 2025-08-26
IHG [neutral]
InterContinental Hotels Group PLC
+16.75%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
Company Info
InterContinental Hotels Group PLC owns, manages, franchises, and leases hotels in the United Kingdom, the United States, and internationally.
Market Cap
GBP 19.8B
Pitch Price
GBP 88.52
Price Target
N/A
Dividend
1.27%
EV/EBITDA
19.36
P/E
27.82
EV/Sales
4.54
Sector
Hotels, Restaurants and Leisure
Category
value
Adding IHG to the Watchlist: Compounder on Sale?
IHG (watchlist): Asset-light franchise model delivering 11.5% annual EPS growth over 2 decades. 33% development pipeline (highest since 2018) + revamped loyalty program (145M members, 60% bookings) driving growth inflection. Trades 16.8x EV/EBIT vs peers at 19-24x despite strong fundamentals.
Read full article (5 min)