Added to YB: 2025-08-18
Pitch date: 2025-08-15
PEB [bullish]
Pebblebrook Hotel Trust
+95.35%
current return
Author Info
Forty years on the buyside, spent mostly on the cash flow statement. One-hour analyses of companies Wall Street stopped covering. No recommendations, no model portfolio, no promotion. Sign up for the newsletter.
Company Info
Pebblebrook Hotel Trust is a publicly traded real estate investment trust and the largest owner of urban and resort lifestyle hotels in the United States.
Market Cap
$2.1B
Pitch Price
$9.91
Price Target
15.70 (-19%)
Dividend
0.22%
EV/EBITDA
12.48
P/E
-26.71
EV/Sales
2.91
Sector
Hotel and Resort REITs
Category
dividend
Pebblebrook Hotel Trust ($PEB) One Hour Analysis: Trophy Assets at Fire-Sale Prices – A Compelling Value Opportunity Hidden in Plain Sight for Preferred Stock Investors.
PEB preferred shares: High-quality hotel REIT with irreplaceable assets at 40-55% NAV discount. 8.2-8.4% yield maintained even through COVID. $47M annual preferred payments vs $200M projected FCF. 2026 $750M convertible refinancing manageable with $267M cash + $642M revolver. Portfolio shift to 45% leisure EBITDA improves resilience.
Read full article (12 min)