Intergroup (INTG)
Market Price (9/19/2026): $37.45 | Market Cap: $80.5 MilSector: Consumer Discretionary | Industry: Hotels, Resorts & Cruise Lines
Intergroup (INTG)
Market Price (9/19/2026): $37.45Market Cap: $80.5 MilSector: Consumer DiscretionaryIndustry: Hotels, Resorts & Cruise Lines
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 17% Attractive yieldFCF Yield is 8.5% | Weak multi-year price returns3Y Excs Rtn is -57% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 231% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.2% Key risksINTG key risks include [1] negative shareholders' equity, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 17% |
| Attractive yieldFCF Yield is 8.5% |
| Weak multi-year price returns3Y Excs Rtn is -57% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 231% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.2% |
| Key risksINTG key risks include [1] negative shareholders' equity, Show more. |
Qualitative Assessment
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Updated on 9/15/2026
Intergroup (INTG) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Underperformance relative to the broader market. Intergroup's stock underperformed the S&P500 Index by approximately 12.63% over the six months leading up to mid-September 2026, indicating specific pressures or lack of catalysts for the company compared to the overall market trend.
2. Persistent macroeconomic headwinds from elevated interest rates and inflation. For a real estate and hospitality-focused company like Intergroup, sustained high interest rates, a concern as of September 2026, increase borrowing costs for property acquisitions and operations, which can negatively impact profitability.
Show more
Intergroup (INTG) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Underperformance relative to the broader market. Intergroup's stock underperformed the S&P500 Index by approximately 12.63% over the six months leading up to mid-September 2026, indicating specific pressures or lack of catalysts for the company compared to the overall market trend.
2. Persistent macroeconomic headwinds from elevated interest rates and inflation. For a real estate and hospitality-focused company like Intergroup, sustained high interest rates, a concern as of September 2026, increase borrowing costs for property acquisitions and operations, which can negatively impact profitability.
Show more
Updated on 9/15/2026
Intergroup (INTG) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Underperformance relative to the broader market. Intergroup's stock underperformed the S&P500 Index by approximately 12.63% over the six months leading up to mid-September 2026, indicating specific pressures or lack of catalysts for the company compared to the overall market trend.
2. Persistent macroeconomic headwinds from elevated interest rates and inflation. For a real estate and hospitality-focused company like Intergroup, sustained high interest rates, a concern as of September 2026, increase borrowing costs for property acquisitions and operations, which can negatively impact profitability.
3. Uncertainty regarding consumer spending. The strength of the consumer became more difficult to assess as of September 2026, posing a potential challenge to Intergroup's Hotel Operations segment, particularly its key asset, the Hilton San Francisco Financial District.
Show less
Intergroup (INTG) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Underperformance relative to the broader market. Intergroup's stock underperformed the S&P500 Index by approximately 12.63% over the six months leading up to mid-September 2026, indicating specific pressures or lack of catalysts for the company compared to the overall market trend.
2. Persistent macroeconomic headwinds from elevated interest rates and inflation. For a real estate and hospitality-focused company like Intergroup, sustained high interest rates, a concern as of September 2026, increase borrowing costs for property acquisitions and operations, which can negatively impact profitability.
3. Uncertainty regarding consumer spending. The strength of the consumer became more difficult to assess as of September 2026, posing a potential challenge to Intergroup's Hotel Operations segment, particularly its key asset, the Hilton San Francisco Financial District.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -3.9% change in INTG stock from 5/31/2026 to 9/18/2026 was primarily driven by a -3.9% change in the company's P/S Multiple.| (LTM values as of) | 5312026 | 9182026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.76 | 37.23 | -3.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 72 | 72 | 0.0% |
| P/S Multiple | 1.2 | 1.1 | -3.9% |
| Shares Outstanding (Mil) | 2 | 2 | 0.0% |
| Cumulative Contribution | -3.9% |
Market Drivers
5/31/2026 to 9/18/2026| Return | Correlation | |
|---|---|---|
| INTG | -3.9% | |
| Market (SPY) | 0.9% | -0.1% |
| Sector (XLY) | -8.1% | 2.8% |
Fundamental Drivers
The 24.0% change in INTG stock from 2/28/2026 to 9/18/2026 was primarily driven by a 17.8% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 9182026 | Change |
|---|---|---|---|
| Stock Price ($) | 30.03 | 37.23 | 24.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 68 | 72 | 5.2% |
| P/S Multiple | 0.9 | 1.1 | 17.8% |
| Shares Outstanding (Mil) | 2 | 2 | 0.0% |
| Cumulative Contribution | 24.0% |
Market Drivers
2/28/2026 to 9/18/2026| Return | Correlation | |
|---|---|---|
| INTG | 24.0% | |
| Market (SPY) | 11.6% | -4.2% |
| Sector (XLY) | -4.8% | -3.7% |
Fundamental Drivers
The 124.1% change in INTG stock from 8/31/2025 to 9/18/2026 was primarily driven by a 91.8% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 9182026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.61 | 37.23 | 124.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 62 | 72 | 16.6% |
| P/S Multiple | 0.6 | 1.1 | 91.8% |
| Shares Outstanding (Mil) | 2 | 2 | 0.3% |
| Cumulative Contribution | 124.1% |
Market Drivers
8/31/2025 to 9/18/2026| Return | Correlation | |
|---|---|---|
| INTG | 124.1% | |
| Market (SPY) | 19.4% | -5.1% |
| Sector (XLY) | -3.6% | 2.1% |
Fundamental Drivers
The 9.5% change in INTG stock from 8/31/2023 to 9/18/2026 was primarily driven by a 19.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312023 | 9182026 | Change |
|---|---|---|---|
| Stock Price ($) | 34.00 | 37.23 | 9.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 60 | 72 | 19.2% |
| P/S Multiple | 1.2 | 1.1 | -10.7% |
| Shares Outstanding (Mil) | 2 | 2 | 2.9% |
| Cumulative Contribution | 9.5% |
Market Drivers
8/31/2023 to 9/18/2026| Return | Correlation | |
|---|---|---|
| INTG | 9.5% | |
| Market (SPY) | 75.6% | 4.9% |
| Sector (XLY) | 33.0% | 7.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| INTG Return | 61% | -8% | -58% | -27% | 99% | 30% | 17% |
| Peers Return | 24% | -22% | 20% | -6% | -10% | 35% | 32% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| INTG Win Rate | 67% | 58% | 17% | 25% | 42% | 67% | |
| Peers Win Rate | 48% | 42% | 53% | 40% | 48% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| INTG Max Drawdown | -36% | -33% | -66% | -45% | -41% | -44% | |
| Peers Max Drawdown | -22% | -37% | -27% | -25% | -33% | -15% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PK, PEB, HST, APLE, CLPR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/18/2026 (YTD)
How Low Can It Go
| Event | INTG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -27.3% | -18.8% |
| % Gain to Breakeven | 37.5% | 23.1% |
| Time to Breakeven | 20 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -23.0% | -7.8% |
| % Gain to Breakeven | 29.8% | 8.5% |
| Time to Breakeven | 420 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -46.4% | -9.5% |
| % Gain to Breakeven | 86.6% | 10.5% |
| Time to Breakeven | 684 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -19.3% | -6.7% |
| % Gain to Breakeven | 24.0% | 7.1% |
| Time to Breakeven | 897 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -27.9% | -33.7% |
| % Gain to Breakeven | 38.7% | 50.9% |
| Time to Breakeven | 224 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -15.9% | -19.2% |
| % Gain to Breakeven | 18.9% | 23.8% |
| Time to Breakeven | 378 days | 105 days |
In The Past
Intergroup's stock fell -27.3% during the 2025 US Tariff Shock. Such a loss loss requires a 37.5% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | INTG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -27.3% | -18.8% |
| % Gain to Breakeven | 37.5% | 23.1% |
| Time to Breakeven | 20 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -23.0% | -7.8% |
| % Gain to Breakeven | 29.8% | 8.5% |
| Time to Breakeven | 420 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -46.4% | -9.5% |
| % Gain to Breakeven | 86.6% | 10.5% |
| Time to Breakeven | 684 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -27.9% | -33.7% |
| % Gain to Breakeven | 38.7% | 50.9% |
| Time to Breakeven | 224 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -21.5% | -12.2% |
| % Gain to Breakeven | 27.4% | 13.9% |
| Time to Breakeven | 190 days | 62 days |
| 2013 Taper Tantrum | ||
| % Loss | -22.3% | -0.2% |
| % Gain to Breakeven | 28.6% | 0.2% |
| Time to Breakeven | 432 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -24.8% | -17.9% |
| % Gain to Breakeven | 33.0% | 21.8% |
| Time to Breakeven | 1384 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -49.6% | -53.4% |
| % Gain to Breakeven | 98.4% | 114.4% |
| Time to Breakeven | 681 days | 1085 days |
In The Past
Intergroup's stock fell -27.3% during the 2025 US Tariff Shock. Such a loss loss requires a 37.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Intergroup (INTG)
The InterGroup Corporation (INTG) is a diversified company primarily engaged in hotel operations, real estate, and investment activities. Its most prominent asset is the Hilton San Francisco Financial District, a hotel featuring 544 guest rooms and suites, approximately 22,000 square feet of meeting space, a grand ballroom, and an underground parking garage. This hospitality segment provides accommodation, event venues, and related services to business travelers, tourists, and event organizers in San Francisco.
Beyond its hotel, InterGroup maintains a substantial real estate portfolio. This includes the ownership and management of 16 apartment complexes, 3 single-family houses, and 1 commercial property located across the United States. The company also holds approximately 2 acres of unimproved land in Maui, Hawaii. Through these assets, InterGroup generates income primarily from rental payments from residential and commercial tenants.
Furthermore, InterGroup engages in diverse investment transactions. This segment involves strategic investments in income-producing instruments, corporate debt and equity securities, publicly traded investment funds, mortgage-backed securities, and securities issued by REITs and other companies focused on real estate. These investments aim to generate financial returns and diversify the company's asset base and revenue streams within the broader financial markets.
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- Think of it as Host Hotels & Resorts (HST) meets Equity Residential (EQR), plus an investment fund.
- A tiny Brookfield Asset Management (BAM) that directly owns a Hilton hotel and various other real estate, alongside a financial investment portfolio.
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- Hospitality Services: Providing lodging, meeting spaces, parking, and cultural facilities through its Hilton San Francisco Financial District hotel.
- Real Estate Rental & Management: Managing and leasing its portfolio of owned apartment complexes, single-family houses, and commercial real estate properties.
- Real Estate Investment & Development: Investing in various real estate assets, including unimproved land, and potentially developing them.
- Financial Investment Management: Investing in a diverse range of financial instruments, including debt and equity securities, investment funds, and mortgage-backed securities.
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Major Customers of Intergroup (INTG)
Intergroup (INTG) serves a diverse customer base primarily consisting of individuals and businesses across its Hotel Operations and Real Estate Operations segments. The company does not primarily sell to other companies in a business-to-business (B2B) model where specific customer company names would be listed.
Instead, its customer base can be categorized as follows:
- Individual Travelers/Guests: These are individuals who book rooms and utilize services at the Hilton San Francisco Financial District hotel for leisure, tourism, or individual business trips.
- Corporate/Event Clients: This category includes businesses, organizations, and event planners who book the hotel's meeting spaces, grand ballroom, and blocks of guest rooms for conferences, corporate events, social functions, or group accommodations.
- Residential Tenants: These are individuals and families who rent apartment units or single-family houses from the company's portfolio of owned and managed residential real estate properties.
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Hilton Worldwide Holdings Inc. (HLT)
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John V. Winfield, Chairman, President and Chief Executive Officer
Mr. Winfield was appointed Chief Executive Officer of The InterGroup Corporation in January 1987 and has served on the Board since 1982. He also serves as Chairman and CEO of the majority-owned subsidiary Portsmouth Square, Inc. He is recognized for his long tenure in overseeing real estate, hotel, and securities investment strategy, directing capital allocation, and managing securities portfolios. Mr. Winfield directly owns 67.8% of the company's shares.
Ann Marie Blair, Treasurer, Controller & Principal Financial Officer
Ms. Blair plays a pivotal role in managing The InterGroup Corporation's financial health and strategic fiscal direction. Her background includes extensive experience in financial management, coupled with a keen understanding of corporate finance, which is instrumental in safeguarding the company's assets and optimizing its financial performance.
David C. Gonzalez, Chief Operating Officer
Mr. Gonzalez is a key figure in shaping and executing The InterGroup Corporation's operational strategy. He brings considerable experience in managing complex global operations, ensuring that the company's business objectives are met with efficiency and effectiveness.
Jolie G. Kahn CPA, Esq., Secretary
Ms. Kahn serves as the Secretary of The InterGroup Corporation.
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The InterGroup Corporation (INTG) faces several key risks to its business, primarily stemming from its highly leveraged financial structure, the challenging San Francisco hotel market, and the underperformance of its investment portfolio.
Key Risks to InterGroup Corporation (INTG)
- Highly Leveraged Capital Structure and Interest Rate Sensitivity: InterGroup Corporation operates with a highly leveraged balance sheet, marked by significant total liabilities and negative shareholder equity. As of December 31, 2025, total liabilities were approximately $215.7 million, with a total shareholders' deficit of about $114.5 million. This extreme reliance on debt for financing, even to cover operating shortfalls, makes the company vulnerable to shifts in credit conditions and limits its financial flexibility. The company holds substantial mortgage obligations, including variable-rate exposure, which means rising interest rates can significantly increase interest expenses, putting pressure on cash flows and constraining capital allocation. The cost of debt is a constant threat in the real estate and hospitality sectors where InterGroup operates.
- San Francisco Hotel Market Volatility and Rising Operating Costs: The company's core hotel asset, the Hilton San Francisco Financial District, is exposed to the slow recovery and volatility of the San Francisco hospitality market. The hotel's long-term value and profitability are heavily dependent on business travel trends and convention calendars, which have faced challenges. Compounding this, hotel operating expenses have been increasing faster than revenue, with a 19.2% rise in hotel operating costs in Q1 FY2026. This combination of a slowly recovering market and escalating operational costs results in ongoing hotel-level losses, which are a significant drag on the company's overall financial performance.
- Underperformance and Volatility of Investment Transactions Segment: InterGroup's investment transactions segment has consistently proven to be a financial headwind, recording net losses. In fiscal year 2025, this segment reported a net loss of $2.502 million, which was an increase from the prior year. This persistent underperformance in marketable securities highlights the company's vulnerability to securities market volatility and indicates that its current investment strategy is actively depressing consolidated net income despite improvements in core business segments.
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The widespread and sustained adoption of remote and hybrid work models poses a clear emerging threat to Intergroup's hotel operations, particularly its Hilton San Francisco Financial District property. This trend could lead to a structural decline in demand for business travel, corporate events, and conferences, which are traditionally critical revenue drivers for hotels located in financial districts. This shift represents a fundamental change in the demand landscape, akin to how streaming impacted physical media rentals or ride-sharing transformed traditional taxi services.
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Intergroup (symbol: INTG) operates primarily in hotel and real estate sectors. Here are the addressable market sizes for its main products and services:
Hotel Operations
- The overall U.S. hospitality market is estimated at approximately $247.81 billion in 2026 and is projected to reach $305.53 billion by 2031, expanding at a 4.28% compound annual growth rate (CAGR).
- California's hotel industry market size reached $37 billion in 2025.
- For San Francisco, total visitor spending is forecasted to be $9.83 billion in 2026, which includes spending on lodging and other tourism-related activities.
Real Estate Operations
- The United States commercial real estate market size is estimated at $1.74 trillion in 2026 and is projected to grow to $1.97 trillion by 2031, with a 2.45% CAGR. California notably led with 18.60% of the revenue in the U.S. commercial real estate market in 2025.
- For residential real estate in California, the median home price is forecast to rise to $909,400 in 2025.
- In Hawaii, the median price per acre for land is approximately $48,500.
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The InterGroup Corporation (INTG) is expected to drive future revenue growth over the next 2-3 years through several key areas:
- Recovery and Increased Demand in the San Francisco Hotel Market: The company's primary asset, the Hilton San Francisco Financial District, has shown signs of significant operational rebound. Recent reports indicate increased hotel revenues, higher room demand, and improved occupancy rates, coupled with an increase in Average Daily Rate (ADR). The CEO has also noted a cautiously optimistic outlook regarding the stabilization and recovery of operating conditions in San Francisco.
- Expanded Room Inventory in Hotel Operations: The return of 14 guest rooms to available inventory following renovations completed in September 2025 directly increases the hotel's capacity to generate revenue. This expansion allows for higher potential occupancy and overall room revenue.
- Steady Growth in Real Estate Operations: InterGroup's real estate segment has demonstrated stable and growing revenues, with a 4% rise in real estate revenues. This indicates continued market demand and effective management of its portfolio of apartment complexes, single-family houses, and commercial properties.
- Strategic Asset Management and Reinvestment: While not a direct recurring revenue stream, the strategic sale of non-core real estate assets, such as a multifamily property in Los Angeles in December 2025, provides significant cash proceeds and GAAP gains. This enhanced liquidity can be reinvested into higher-performing, income-producing assets or used to strengthen the company's financial position, indirectly supporting future revenue-generating initiatives.
- Enhanced Pricing Power in Hotel Operations: The Hilton San Francisco Financial District has experienced an increase in its Average Daily Rate (ADR). This improved pricing power allows the hotel to generate more revenue per occupied room, contributing to overall top-line growth as demand and market conditions in San Francisco continue to improve.
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Share Repurchases
- On December 20, 2021, The InterGroup Corporation's Board of Directors authorized the purchase of an additional 125,000 shares of common stock, increasing the total authorized for repurchase to approximately 130,000 shares.
Capital Expenditures
- In fiscal year 2025, real estate capital expenditures were approximately $1.74 million, a decrease from $2.31 million in fiscal year 2024.
- Hotel capital expenditures for fiscal year 2025 were about $2.25 million, a reduction from approximately $4.08 million in fiscal year 2024.
- The comprehensive renovation of the Hilton San Francisco Financial District hotel was completed in June 2024, enabling full room availability and contributing to improved operating metrics in fiscal year 2025.
Peer Outperformance in Hotels, Resorts & Cruise Lines
INTG has trailed 71% of its 21 Hotels, Resorts & Cruise Lines peers over 5Y. Among the peers that beat it are MAR, HLT and H. Hotels, Resorts & Cruise Lines ranks 4th of 23 industries in Consumer Discretionary by median 5Y return.
Share of Hotels, Resorts & Cruise Lines constituents that INTG has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
95%
of 21 industry peers · 90.8% return
3Y
33%
of 21 industry peers · 14.4% return
5Y
29%
of 21 industry peers · -19.0% return
Hotels, Resorts & Cruise Lines peers with revenue growth within 4pp of INTG's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| INTG | Intergroup | 6.4% | -381.0x | 90.8% | 14.4% | -19.0% | — |
| MAR | Marriott International | 5.5% | 34.6x | 29.5% | 75.6% | 145.7% | +165pp |
| HLT | Hilton Worldwide | 8.6% | 43.8x | 15.0% | 102.4% | 136.3% | +155pp |
| H | Hyatt Hotels | 3.2% | 185.1x | 9.0% | 48.7% | 108.7% | +128pp |
| EXPE | Expedia | 8.6% | 16.5x | 26.8% | 170.8% | 86.0% | +105pp |
| TNL | Travel+Leisure | 3.8% | 16.5x | 6.2% | 89.1% | 36.8% | +56pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Hotels, Resorts & Cruise Lines is INTG's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -15.6% | 76.9% | 68.6% | LINC 298% · PRDO 228% · UTI 224% |
| Homebuilding | 18 | -13.4% | 25.9% | 47.3% | GRBK 187% · PHM 153% · TOL 123% |
| Specialty Stores | 7 | 1.5% | 39.8% | 4.9% | SIG 31% · FIVE 22% · ASO 14% |
| Hotels, Resorts & Cruise Lines ← | 22 | 12.0% | 42.6% | 1.5% | RCL 203% · MAR 146% · HLT 136% |
| Home Improvement Retail | 5 | -26.6% | -6.0% | 1.4% | HVT 13% · LOW 1% · HD 1% |
| Automotive Retail | 18 | -21.2% | -4.9% | -2.0% | MUSA 224% · PAG 149% · ORLY 112% |
| Distributors | 4 | -12.8% | -27.1% | -13.0% | ARMK 157% · GPC 21% · LKQ -47% |
| Home Furnishings | 4 | -7.7% | 19.8% | -14.9% | SGI 40% · LZB 1% · MHK -31% |
| Restaurants | 35 | -15.4% | -17.8% | -19.0% | EAT 292% · CAKE 141% · BH-A 126% |
| Specialized Consumer Services | 10 | -17.7% | 18.1% | -21.0% | HRB 108% · FTDR 73% · SCI 37% |
| Footwear | 9 | 45.7% | 41.5% | -21.2% | WEYS 163% · SHOO 19% · DECK 8% |
| Leisure Products | 13 | -26.9% | -22.9% | -36.0% | GOLF 70% · HAS 10% · BC -23% |
| Apparel, Accessories & Luxury Goods | 27 | -12.4% | 0.0% | -37.7% | RL 228% · TPR 223% · ELA 198% |
| Leisure Facilities | 11 | -4.7% | 0.0% | -37.9% | OSW 124% · JAKK 110% · ESCA 25% |
| Automotive Parts & Equipment | 38 | -15.4% | -15.6% | -39.9% | MOD 1579% · GTX 309% · BWA 80% |
| Casinos & Gaming | 20 | -14.1% | -30.6% | -41.9% | MCRI 106% · RRR 36% · BYD 25% |
| Apparel Retail | 25 | -9.3% | 10.1% | -43.3% | ANF 264% · URBN 131% · ROST 109% |
| Household Appliances | 18 | -7.1% | 8.5% | -43.9% | KEQU 157% · FLXS 145% · HBB 128% |
| Computer & Electronics Retail | 3 | -12.5% | 29.2% | -55.8% | BBY 7% · GME -56% · UPBD -63% |
| Broadline Retail | 15 | -8.1% | 12.7% | -57.5% | DDS 310% · EBAY 65% · AMZN 47% |
| Automobile Manufacturers | 8 | -79.1% | -52.6% | -73.2% | GM 67% · TSLA 44% · F 33% |
| Consumer Electronics | 11 | -14.6% | -17.8% | -76.6% | AXIL 2695% · GRMN 81% · SONO -58% |
| Other Specialty Retail | 18 | -37.7% | -48.9% | -78.8% | TLF 114% · BBW 65% · WINA 55% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Day 7 of Gains Streak for Intergroup Stock with 58% Return (vs. 121% YTD) [10/16/2025] | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.81 |
| Mkt Cap | 2.5 |
| Rev LTM | 1,471 |
| Op Inc LTM | 184 |
| FCF LTM | 180 |
| FCF 3Y Avg | 210 |
| CFO LTM | 333 |
| CFO 3Y Avg | 331 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.6% |
| Rev Chg 3Y Avg | 3.7% |
| Rev Chg Q | 2.3% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Inc Chg LTM | 15.6% |
| Op Inc Chg 3Y Avg | 5.5% |
| Op Mgn LTM | 14.4% |
| Op Mgn 3Y Avg | 12.7% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 17.7% |
| CFO/Rev 3Y Avg | 18.2% |
| FCF/Rev LTM | 16.6% |
| FCF/Rev 3Y Avg | 16.8% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Hotel Operations | 46 | 42 | 42 | 32 | 15 |
| Real Estate Operations | 18 | 16 | 16 | 16 | 14 |
| Investment Transactions | 0 | 0 | 0 | 0 | |
| Other | 0 | 0 | 0 | 0 | |
| Total | 64 | 58 | 58 | 47 | 29 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Real Estate Operations | 5 | 4 | 3 | 7 | 4 |
| Hotel Operations | 5 | 2 | 5 | 4 | -5 |
| Investment Transactions | 0 | 0 | 0 | 0 | 0 |
| Other | -3 | -4 | -3 | -3 | -3 |
| Total | 8 | 1 | 4 | 8 | -5 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Real Estate Operations | 3 | 1 | 3 | 2 | 14 |
| Investment Transactions | -3 | -2 | 0 | -8 | 11 |
| Other | -3 | -5 | -12 | -2 | -6 |
| Hotel Operations | -4 | -7 | -2 | -3 | -7 |
| Total | -8 | -13 | -10 | -11 | 11 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Hotel Operations | 52 | 47 | 46 | 47 | 47 |
| Real Estate Operations | 45 | 48 | 48 | 48 | 48 |
| Other | 6 | 6 | 10 | 21 | 10 |
| Investment Transactions | 1 | 7 | 18 | 11 | 36 |
| Total | 104 | 108 | 122 | 127 | 140 |
Price Behavior
Price Behavior
| Market Price | $37.23 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 08/18/1995 | |
| Distance from 52W High | -23.9% | |
| 50 Days | 200 Days | |
| DMA Price | $33.44 | $32.52 |
| DMA Trend | indeterminate | down |
| Distance from DMA | 11.3% | 14.5% |
| 3M | 1YR | |
| Volatility | 63.2% | 75.4% |
| Downside Capture | -120.55 | -144.98 |
| Upside Capture | -145.75 | -42.46 |
| Correlation (SPY) | -0.2% | -5.9% |
INTG Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.01 | 0.10 | -0.07 | -0.23 | -0.31 | 0.22 |
| Up Beta | 2.57 | 3.07 | 3.34 | 0.97 | 0.31 | 0.41 |
| Down Beta | 5.35 | 0.19 | -0.04 | -0.40 | 0.37 | 0.34 |
| Up Capture | 283% | -169% | -115% | -29% | -12% | 1% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 12 | 18 | 31 | 64 | 127 | 328 |
| Down Capture | -139% | -3% | -141% | -141% | -319% | 5% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 9 | 24 | 33 | 63 | 119 | 354 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTG | |
|---|---|---|---|---|
| INTG | 98.6% | 75.5% | 1.24 | - |
| Sector ETF (XLY) | -7.6% | 19.5% | -0.53 | 0.8% |
| Equity (SPY) | 16.9% | 12.9% | 0.94 | -6.1% |
| Gold (GLD) | 19.1% | 29.3% | 0.60 | -1.6% |
| Commodities (DBC) | 46.9% | 20.6% | 1.76 | 10.9% |
| Real Estate (VNQ) | 4.9% | 13.6% | 0.10 | -1.8% |
| Bitcoin (BTCUSD) | -34.5% | 43.9% | -0.84 | -8.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTG | |
|---|---|---|---|---|
| INTG | 11.2% | 68.5% | 0.50 | - |
| Sector ETF (XLY) | 4.8% | 24.1% | 0.16 | 3.8% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 2.2% |
| Gold (GLD) | 19.1% | 18.8% | 0.83 | -0.1% |
| Commodities (DBC) | 11.3% | 19.5% | 0.45 | 3.6% |
| Real Estate (VNQ) | 1.1% | 18.8% | -0.05 | 0.4% |
| Bitcoin (BTCUSD) | 11.2% | 52.5% | 0.39 | -2.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTG | |
|---|---|---|---|---|
| INTG | 12.7% | 57.1% | 0.48 | - |
| Sector ETF (XLY) | 11.8% | 22.2% | 0.49 | 2.8% |
| Equity (SPY) | 15.1% | 18.0% | 0.72 | 2.5% |
| Gold (GLD) | 12.1% | 16.4% | 0.61 | -0.5% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 3.2% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.18 | 1.6% |
| Bitcoin (BTCUSD) | 61.7% | 66.1% | 1.02 | -0.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/11/2026 | 10-Q |
| 12/31/2025 | 02/12/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 09/30/2025 | 10-K |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-Q |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 10/01/2024 | 10-K |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-Q |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 10/16/2023 | 10-K |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 02/09/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/28/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/11/2026 | 10-Q |
| 12/31/2025 | 02/12/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 09/30/2025 | 10-K |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-Q |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 10/01/2024 | 10-K |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-Q |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 10/16/2023 | 10-K |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 02/09/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/28/2022 | 10-K |
| 03/31/2022 | 05/02/2022 | 10-Q |
| 12/31/2021 | 02/14/2022 | 10-Q |
| 09/30/2021 | 11/15/2021 | 10-Q |
| 06/30/2021 | 09/17/2021 | 10-K |
| 03/31/2021 | 05/21/2021 | 10-Q |
| 12/31/2020 | 01/29/2021 | 10-Q |
| 09/30/2020 | 11/03/2020 | 10-Q |
| 06/30/2020 | 09/09/2020 | 10-K |
| 03/31/2020 | 06/18/2020 | 10-Q |
| 12/31/2019 | 01/24/2020 | 10-Q |
| 09/30/2019 | 10/25/2019 | 10-Q |
| 06/30/2019 | 08/30/2019 | 10-K |
Insider Activity
Updated 6/4/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kaplan, Andrew J | Direct | Buy | 6042026 | 37.36 | 1,002 | 37,430 | 37,430 | Form | |
| 2 | Winfield, John V | PRESIDENT & CEO | Direct | Buy | 6302025 | 13.68 | 600 | 8,208 | 19,930,105 | Form |
| 3 | Winfield, John V | PRESIDENT & CEO | Direct | Buy | 6302025 | 14.50 | 3,100 | 44,950 | 21,116,046 | Form |
| 4 | Gonzalez, David C | COO | Direct | Buy | 6262025 | 13.36 | 2,700 | 36,081 | 474,786 | Form |
| 5 | Gonzalez, David C | COO | Direct | Buy | 6262025 | 12.63 | 6,060 | 76,563 | 414,765 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kaplan, Andrew J | Direct | Buy | 6042026 | 37.36 | 1,002 | 37,430 | 37,430 | Form | |
| 2 | Winfield, John V | PRESIDENT & CEO | Direct | Buy | 6302025 | 13.68 | 600 | 8,208 | 19,930,105 | Form |
| 3 | Winfield, John V | PRESIDENT & CEO | Direct | Buy | 6302025 | 14.50 | 3,100 | 44,950 | 21,116,046 | Form |
| 4 | Gonzalez, David C | COO | Direct | Buy | 6262025 | 13.36 | 2,700 | 36,081 | 474,786 | Form |
| 5 | Gonzalez, David C | COO | Direct | Buy | 6262025 | 12.63 | 6,060 | 76,563 | 414,765 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Hotels, Resorts & Cruise Lines Resources |
| Skift |
| Hotel News Now |
| Cruise Industry News |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 9/18/2026