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Upturn AI Summary - About
Braemar Hotel & Resorts Inc(BHR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BHR
10/09/2026: BHR (1-star) is currently NOT-A-BUY. Pass it for now.
Braemar Hotel & Resorts Inc is a specialized lodging REIT focused on owning high-revenue-per-available-room luxury hotels and resorts. The company has a notable position in the high-end travel market, benefiting from prime property locations that appeal to affluent travelers. Its primary growth strategy revolves around luxury asset management and opportunistic portfolio improvements. However, investors must consider risks including a heavy debt burden, sensitivity to economic cycles, and dependence on external management. This stock may suit investors seeking exposure to luxury hospitality, though it carries higher volatility and execution risks that require monitoring of interest rates and travel trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers potential for capital appreciation through luxury asset recovery but faces significant growth headwinds. |
| Momentum investor | Weak fit | The stock often lacks the sustained upward price momentum required for this strategy. |
| Value investor | Mixed fit | The stock may trade at a discount to Net Asset Value, but valuation risk remains due to debt levels. |
| Dividend investor | Mixed fit | Dividends are subject to the volatility of hotel earnings and corporate liquidity needs. |
| Low-risk investor | Weak fit | High leverage and reliance on the cyclical hospitality industry create substantial risk profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to sharp swings based on economic data and hospitality industry news. |
| Valuation risk | Medium / high | Determining fair value is complex given the leverage and asset-heavy nature of the business. |
| Competition risk (lodging REITs) | Medium | Larger peers with more diversified portfolios can command better financing and operational efficiency. |
| Business quality | Medium | The portfolio consists of strong assets, but external management and debt structure impact quality. |
| Dividend income | Medium | Distributions are inconsistent and fluctuate with market cycles. |
| Execution risk | High | Success depends on managing high-cost debt and optimizing luxury asset performance in varying markets. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -52.82% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 88.84M USD | Price to earnings Ratio - | 1Y Target Price 2.5 |
Price to earnings Ratio - | 1Y Target Price 2.5 | ||
Volume (30-day avg) 566.2K shares | Beta 0.82 | 52 Weeks Range 1.18 - 3.19 | Updated Date 10/09/2026 |
52 Weeks Range 1.18 - 3.19 | Updated Date 10/09/2026 | ||
Dividends yield (FY) 6.71% | Basic EPS (TTM) -0.59 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Luxury Hotel Operations | Room rates, food and beverage, and event hosting at luxury properties. | Revenue comes from high-end traveler demand at their specific resort properties. |
| Geography | Primary urban and resort markets across the United States. | Performance is tied to the strength of the US luxury travel market. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 20.58 | Enterprise Value 773.33M | Price to Sales(TTM) 0.13 |
Enterprise Value 773.33M | Price to Sales(TTM) 0.13 | ||
Enterprise Value to Revenue 1.12 | Enterprise Value to EBITDA 4.35 | Shares Outstanding 68.68M | Shares Floating 52.38M |
Shares Outstanding 68.68M | Shares Floating 52.38M | ||
Percent Insiders 16.38 | Percent Institutions 56.31 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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