Professional
Added to YB: 2026-06-05
Pitch date: 2026-04-30
HGV [bullish]
Hilton Grand Vacations Inc.
+5.1%
current return
Author Info
No bio for this author
Company Info
Hilton Grand Vacations Inc. develops, markets, sells, manages, and operates the resorts, timeshare plans, and ancillary reservation services under the Hilton Grand Vacations brand in the United States, Japan, and Europe.
Market Cap
$4.0B
Pitch Price
$46.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.60
P/E
27.09
EV/Sales
2.43
Sector
Hotels, Restaurants and Leisure
Category
value
Buckley Capital Advisors New Position: Hilton Grand Vacations Inc.
HGV (new position): Re-initiated in timeshare leader. ~40% EBITDA from cyclical new contract sales (resilient, 15% close rate), ~60% recurring (club/mgmt/financing fees). Upgrades drive 80% LTV. Branded players gaining share; HGV grew 5%→13% (2007-17). 6x FCF, buying back 15%/yr; LSD rev growth = 20%+ EPS. Even at 10x FCF exit, 30%+ IRR.
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