Chatham Lodging Trust REIT logo

Chatham Lodging Trust REIT(CLDT)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL RECENCY
2-STAR RATING
WEAK BUY
BUY for 193 days
PROFIT SINCE LAST BUY
+90.12% ▲
LAST CLOSE
$13.08
09/23/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Advisory & Investor View for CLDT

09/23/2026: CLDT (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Chatham Lodging Trust is a specialized REIT that invests primarily in upscale, select-service, and extended-stay hotels across the US. The company has a stable position by focusing on premium brands like Marriott and Hilton, which generally offer higher margins than full-service alternatives. Its main growth opportunity lies in selectively upgrading its property portfolio and capitalizing on corporate travel recovery. However, investors must consider risks like economic cyclicality, potential oversupply in the hotel market, and sensitivity to interest rates. The stock may best suit dividend-focused investors, though they should monitor quarterly occupancy rates and capital management closely.

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 styleFitWhy
Growth investorMixed fitGrowth is limited by the cyclical nature and capital-intensive requirements of the hotel industry.
Momentum investorWeak fitThis stock is typically driven by macro-economic cycles rather than short-term price momentum.
Value investorStrong fit while signal remains positiveInvestors often look at CLDT when the stock trades at a significant discount to its net asset value (NAV).
Dividend investorMixed fitDividends can be attractive but are susceptible to cyclical industry downturns.
Low-risk investorWeak fitThe inherent volatility of the hospitality industry makes this unsuitable for low-risk portfolios.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighHotel stocks fluctuate significantly with business cycles and economic sentiment.
Valuation riskMediumPricing is highly sensitive to interest rate changes affecting capitalization rates.
Competition risk (Lodging Supply)Medium / highNew hotel supply in key markets can limit pricing power and occupancy rates.
Business qualityMediumThe portfolio is well-branded but subject to the limitations of select-service asset classes.
Dividend incomeMedium / highIncome is not guaranteed and can be reduced during periods of low demand.
Execution riskMediumSuccessful performance depends on effective property management and capital recycling.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit 19.29%
Avg. Invested days 51
Today’s Advisory WEAK BUY
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/23/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
CLDT receives a 3-star rating, supported by solid company fundamentals. The rating is constrained by weak price momentum, and limited analyst upside.

Company Fundamentals

★★★★★
CLDT has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, strong earnings growth (+261.3%) and strong cash generation (FCF margin 21.7%) are partially offset by negative revenue growth (-7.0%), soft profitability (net margin 5.1%), modest insider ownership of 2.66%.

Financial Health Rating

★★★★★
CLDT's financial health is supported by solid cash strength, including free-cash-flow generation (21.7% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is CLDT's strongest growth driver at +261.3% FY2025 versus FY2024 (strong, 5 stars). By comparison, while revenue growth (-7.0%, negative) and free-cash-flow growth (-12.5%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 97.6% and approximately 97.3% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 2.66% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 15.21%
Donald Smith & Co Inc 8.54%
Vanguard Portfolio Management, LLC 5.73%
OZ Management LLC 5.08%
Vanguard Capital Management, LLC 4.43%

Unit Economics (Per $1K Revenue)

★★★★★
CLDT generates approximately $35 of gross profit, $90 of operating income, and $217 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: 100.00%

Quantitative Style Profile

★★★★★
CLDT has a liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Small / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 640.46M USD
Price to earnings Ratio 163.5
1Y Target Price 14.08
Price to earnings Ratio 163.5
1Y Target Price 14.08
Volume (30-day avg) 272.9K shares
Beta 1.09
52 Weeks Range 5.88 - 13.89
Updated Date 09/23/2026
52 Weeks Range 5.88 - 13.89
Updated Date 09/23/2026
Dividends yield (FY) 2.87%
Basic EPS (TTM) 0.08

How Company Makes Money

Business areaWhat it includesRetail investor read
Hotel OperationsRoom revenue and ancillary services from owned properties.The company earns money by charging guests for nightly stays at their hotels.
Geography: United StatesProperties located across major US metropolitan markets.The company's performance is tied directly to the health of the US travel and hospitality market.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 163.5
Forward PE 238.1
Enterprise Value 1.04B
Price to Sales(TTM) 2.14
Enterprise Value 1.04B
Price to Sales(TTM) 2.14
Enterprise Value to Revenue 3.45
Enterprise Value to EBITDA 10.81
Shares Outstanding 46.57M
Shares Floating 45.31M
Shares Outstanding 46.57M
Shares Floating 45.31M
Percent Insiders 2.66
Percent Institutions 97.63

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI Summary

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon 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)

Information icon 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)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Chatham Lodging Trust REIT

Exchange NYSE
Headquarters West Palm Beach, FL, United States
IPO Launch date 2010-04-16
Chairman, President & CEO Mr. Jeffrey H. Fisher J.D.
Sector Real Estate
Industry REIT - Hotel & Motel
Full time employees 16
Full time employees 16

Chatham Lodging Trust is a self-advised, publicly traded real estate investment trust focused primarily on investing in upscale, extended-stay hotels and premium-branded, select-service hotels. The company owns 39 hotels totaling 5,610 rooms/suites in 18 states and the District of Columbia. Chatham Lodging Trust was established on 26th October 2009 and is incorporated in Maryland.