Diamondrock Hospitality Co vs Host Hotels & Resorts Inc

Diamondrock Hospitality Co (DRH) is undervalued and Host Hotels & Resorts Inc (HST) is undervalued.

Against our estimates of intrinsic value, DRH trades at the wider discount: a margin of safety of +37%, against +34% for HST.

Values as of the 22 Sept 2026 close.

Diamondrock Hospitality Co (DRH)

Discounting its cash flows at 8.6% (average of 3 methods) values the shares at $19.53; the price of $12.31 is 37% below that value, and 79% of that value comes from beyond year five.

Leak Score 54/100 on 3 of 12 signals

Host Hotels & Resorts Inc (HST)

Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $33.67; the price of $22.28 is 34% below that value, and 78% of that value comes from beyond year five.

Leak Score 68/100 on 3 of 12 signals

MetricDRHHST
VerdictUndervaluedUndervalued
Price$12.31$22.28
Intrinsic value$19.53$33.67
Margin of safety+37%+34%
Leak Score54/100 (3/12)68/100 (3/12)
Market cap$2.5B$15.3B
Revenue growth, 5 years30.2%30.4%
Operating margin16.3%14.4%
Net margin13.1%16.5%
Return on equity9.9%15.8%
Debt to equity0.790.88
P/E17.1x14.9x
Forward P/E18.5x20.9x
P/B1.6x2.4x
Dividend yield3.3%7.0%

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