Added to YB: 2025-08-28
Pitch date: 2025-08-26
IHG [neutral]
InterContinental Hotels Group PLC
+19.34%
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
$21.8B
Pitch Price
$119.24
Price Target
N/A
Dividend
1.28%
EV/EBITDA
18.78
P/E
29.70
EV/Sales
4.87
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)