Added to YB: 2026-08-05
Pitch date: 2026-05-29
HGV [bullish]
Hilton Grand Vacations Inc.
-12.7%
current return
Author Info
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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
$3.5B
Pitch Price
$52.98
Price Target
115.00 (+154%)
Dividend
N/A
EV/EBITDA
11.33
P/E
25.44
EV/Sales
2.39
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Hilton Grand Vacations Inc. - $HGV
HGV: Vacation ownership leader post Diamond/Bluegreen integration entering FCF inflection. Trades 4.7x FY27 FCF vs 10x target = $115 PT (~2x). Thesis: mid-SD EBITDA growth + ~15%/yr buybacks (retired ~1/3 shares since '22) drives 25%+ FCF/share growth in '27. HGV Max upgrade runway (only 1/3 converted), Q1 first guide raise since '23 signals integration done. Consensus too conservative on buyback leverage. Risk: consumer macro.
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