Hyatt Hotels (NYSE:H) Americas Room Revenues rose from around $6.8 billion in 2019 to around $7 billion in 2020. Trefis expects the metric to rise steadily to around $8.2 billion by 2023.
We expect higher demand for convention and meeting facilities to drive room revenue growth. Moreover, higher international travel into the U.S. is also likely to drive sales.
We think the growth is largely priced into Hyatt stock. We value Hyatt at about $88 per share, roughly in line with the current market price.
What if you’re looking for a more balanced portfolio instead? Here’s a high-quality portfolio that’s beaten the market consistently since the end of 2016.
|S&P 500 Return||-9%||-9%||93%|
|Trefis MS Portfolio Return||-14%||-14%||242%|
 Month-to-date and year-to-date as of 1/27/2022
 Cumulative total returns since the end of 2016