Hilton vs Warner Bros. Discovery

This page compares Hilton Worldwide Holdings Inc. and WARNER BROS DISCOVERY INC., outlining business models, financial performance, and market context in clear, neutral terms. It provides a structured overview to aid understanding for stakeholders. Educational content, not financial advice.

This page compares Hilton Worldwide Holdings Inc. and WARNER BROS DISCOVERY INC., outlining business models, financial performance, and market context in clear, neutral terms. It provides a structured...

Comparison Snapshot

Key Financial Metrics

HLT

Metric

WBD

$73.07B

Market Cap

$67.81B

-8.32%

Potential Profit

-3.57%

Buy

Analyst Rating

Buy

Why It's Moving

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:

🌋Volatile

WBD Faces -2% Downside Pressure as Stock Dips Amid Insider Selling and Mixed Analyst Signals

Insiders dumped 267,116 shares in the past 90 days, including CFO Gunnar Wiedenfels offloading 242,994 at $29.50, signaling potential caution at current levels.
Atlantic Union Bankshares boosted its WBD stake by 2,124% in Q3 to 45,153 shares worth $882K, highlighting some institutional confidence despite the pullback.
Stock trades at a lofty forward P/E of 119.65 versus industry average of 13.35, amplifying downside risk if upcoming earnings of $0.08/share fail to impress.

Sentiment:

🐻Bearish

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:

🌋Volatile

WBD Faces -2% Downside Pressure as Stock Dips Amid Insider Selling and Mixed Analyst Signals

Insiders dumped 267,116 shares in the past 90 days, including CFO Gunnar Wiedenfels offloading 242,994 at $29.50, signaling potential caution at current levels.
Atlantic Union Bankshares boosted its WBD stake by 2,124% in Q3 to 45,153 shares worth $882K, highlighting some institutional confidence despite the pullback.
Stock trades at a lofty forward P/E of 119.65 versus industry average of 13.35, amplifying downside risk if upcoming earnings of $0.08/share fail to impress.

Sentiment:

🐻Bearish

Investment Analysis

Hilton

HLT

Pros

Hilton delivered Q3 2025 earnings that beat analyst EPS estimates, driven by strong development growth and effective cost management.
The company operates a large portfolio of over 1 million rooms across 18 brands, enhancing its market reach from midscale through luxury segments.
Hilton’s fee-based business model shows resilience, with franchise fee revenues up 5.3% year-over-year despite slight RevPAR softness.

Considerations

System-wide comparable RevPAR declined by 1.1% in Q3 2025, reflecting a modest decrease in hotel occupancy and average daily rates.
Current technical forecasts indicate a bearish sentiment for Hilton’s stock, with price predictions suggesting a near-term decrease.
The company’s PE ratio is relatively high around 38, indicating the stock may be expensive compared to earnings, which could pressure valuation.

Warner Bros. Discovery

WBD

Pros

Warner Bros. Discovery operates a diverse media portfolio including major studios, networks, and streaming services like HBO Max and discovery+.
The company holds strong entertainment franchises such as DC, Harry Potter, and Game of Thrones, providing valuable content leverage.
WBD’s multi-segment operations spanning content production, distribution, and direct-to-consumer streaming address multiple market channels.

Considerations

The stock’s high P/E ratio above 75 suggests significant valuation risk and expectations priced in for growth that could be challenging to meet.
Warner Bros. Discovery faces intense competition in streaming and media from established and emerging players, creating execution risks.
Profitability has been pressured historically by content investment and integration costs, which may affect near-term margin expansion.

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