HiltonCoupang

Hilton vs Coupang

Hilton vs Coupang: This page compares business models, financial performance, and market context to outline how each organisation operates and competes. The content is neutral and accessible, avoiding...

Why It's Moving

Hilton

HLT Faces Analyst Warning of -7% Downside Despite Recent Bullish Upgrades and Earnings Anticipation

  • Multiple analysts like Goldman Sachs, TD Cowen, and JPMorgan recently raised targets to around $330, signaling confidence in Hilton's growth trajectory and repurchase plans.
  • Board boosted the stock buyback program by $3.5 billion to $4.6 billion total, underscoring faith in long-term value amid expectations of $11 billion in repurchases over four years.
  • Earnings preview points to 17.6% EPS growth to $2.07 and 7.3% revenue rise to $2.99 billion, with a positive Earnings ESP suggesting a likely beat that could counter downside fears.
Sentiment:
๐ŸŒ‹Volatile
Coupang

CPNG Plunges to 52-Week Low Amid Data Breach Fallout and Investor Jitters

  • Data breach scrutiny escalates with class action alerts on February 5-6, urging investors impacted between May and December 2025 to join by February 17, highlighting disclosure delay concerns.
  • Stock tumbled 8.1% to $17.49 on February 5, capping a tough 30-day 29% drop and underperforming the broader retail sector's gains.
  • Analysts spotlight intact growth engineโ€”18-20% revenue surges and Taiwan's triple-digit expansionโ€”yet warn of regulatory overhangs pressuring short-term earnings.
Sentiment:
๐ŸปBearish

Investment Analysis

Pros

  • Hilton operates a vast global portfolio of over 9,000 properties, providing strong brand recognition and diversified revenue streams.
  • The company has demonstrated consistent profitability, with robust net income and solid cash flow generation in recent quarters.
  • Hilton continues to invest in technology enhancements and loyalty programs, supporting customer retention and operational efficiency.

Considerations

  • Hilton's stock trades at a high forward price-to-earnings ratio, suggesting elevated valuation relative to earnings growth prospects.
  • The business is exposed to cyclical risks, with performance sensitive to global travel demand and economic downturns.
  • Recent analyst forecasts show a divergence in price targets, indicating uncertainty about near-term upside and potential downside risk.

Pros

  • Coupang has established itself as a dominant e-commerce player in South Korea, benefiting from a large and loyal customer base.
  • The company is investing heavily in logistics and technology infrastructure, supporting long-term scalability and operational efficiency.
  • Coupang continues to expand its service offerings, including fresh grocery delivery and advertising, driving revenue diversification.

Considerations

  • Coupang has yet to achieve consistent profitability, with ongoing losses and pressure on margins in a competitive market.
  • The business is highly dependent on the South Korean economy, exposing it to regional regulatory and macroeconomic risks.
  • Growth is capital intensive, requiring significant reinvestment which limits free cash flow generation and shareholder returns.

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Hilton (HLT) Next Earnings Date

Hilton Worldwide (HLT) will report its fourth quarter and full year 2025 earnings on Wednesday, February 11, 2026, before market open at 9 a.m. EST. The earnings report will be followed by a conference call with President & CEO Christopher Nassetta and CFO Kevin Jacobs to discuss company performance and field analyst questions. This announcement represents the company's final earnings release for the 2025 fiscal year, providing investors with a comprehensive view of full-year results.

Coupang (CPNG) Next Earnings Date

Coupang (CPNG) has not confirmed its next earnings date, but it is estimated for Tuesday, February 24, 2026, based on historical patterns and analyst consensus. This report will cover the fourth quarter of 2025 (Q4 2025), following the prior Q3 2025 release on November 4, 2025. Investors should monitor official company announcements for any updates to this projected timeline.

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Frequently asked questions