Bull case theory praises Hilton (HLT) for asset-light model success and revenue growth

From Yahoo Finance: 2025-06-24 13:36:00

Hilton Worldwide Holdings Inc. (HLT) is featured in a bullish thesis on Waver’s Substack. HLT’s share price was $253.54 on June 11, with trailing and forward P/E ratios of 39.82 and 31.45 respectively according to Yahoo Finance.

Hilton’s success lies in its evolution into an asset-light powerhouse, focusing on brand power, loyalty programs, and global distribution platforms. The company’s fee-based model insulated it during the pandemic, with a 54% revenue decline in 2020 followed by 34% growth in 2021 and over 51% in 2022.

While Hilton’s asset-light model has garnered recognition, Park Hotels & Resorts (PK) offers a bullish thesis on discounted asset valuation, strong FFO yield, and capital return potential. Hilton (HLT) is not among the 30 Most Popular Stocks Among Hedge Funds, with 76 hedge fund portfolios holding HLT at the end of the first quarter.

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Read more: Hilton Worldwide Holdings Inc. (HLT): A Bull Case Theory