Recent analyst reports on Park Hotels & Resorts (PK) arrived almost back to back, with JP Morgan, Barclays and Truist Securities outlining contrasting views as the company refocuses on domestic assets and refinances upcoming debt.

The recent 3.2% 1-day and 8.2% 30-day share price returns suggest short term momentum is picking up, even though the 1-year total shareholder return of a 4.1% decline and 5-year total shareholder return of a 16.8% decline show a tougher longer run.

If you are looking beyond hotels and REITs for what could be moving next, this is a good moment to scan our list of 22 top founder-led companies.

With Park Hotels & Resorts trading at $11.53 against an average analyst target near $11.67 and an indicated intrinsic discount of about 46%, a key question is whether this reflects a genuine value gap or whether the market is already pricing in future growth.

Most Popular Narrative: 9.2% Undervalued

With Park Hotels & Resorts last closing at $11.53 against a narrative fair value of $12.69, the current gap centers on how its premium hotel portfolio could translate into future earnings and cash flow.

Significant reinvestment and renovations in key resort and urban assets (e.g., Royal Palm South Beach, Hilton Hawaiian Village, Waldorf Astoria Orlando) are expected to drive outsized growth in RevPAR, occupancy, and EBITDA once projects stabilize, leveraging travelers' increasing desire for experiential and high-end accommodations, likely supporting above-market revenue and net margin expansion.

Curious what sits behind that fair value gap? The narrative leans heavily on steadier revenue growth, rising margins and a future earnings multiple that has to compress meaningfully. The real story is in how those moving parts line up over the next few years.

Result: Fair Value of $12.69 (UNDERVALUED)

However, this hinges on travel demand and refinancing going Park’s way. Ongoing labor cost pressure and large 2026 debt maturities could quickly challenge that thesis.

Build Your Own Park Hotels & Resorts Narrative

If you are not fully aligned with this view or you prefer to work from your own research, you can build a custom narrative in just a few minutes. To begin, use Do it your way.

A great starting point for your Park Hotels & Resorts research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.