- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Chatham Lodging Trust REIT(CLDT)
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)
Advisory Performance History (Simulated)
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 style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is limited by the cyclical nature and capital-intensive requirements of the hotel industry. |
| Momentum investor | Weak fit | This stock is typically driven by macro-economic cycles rather than short-term price momentum. |
| Value investor | Strong fit while signal remains positive | Investors often look at CLDT when the stock trades at a significant discount to its net asset value (NAV). |
| Dividend investor | Mixed fit | Dividends can be attractive but are susceptible to cyclical industry downturns. |
| Low-risk investor | Weak fit | The inherent volatility of the hospitality industry makes this unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Hotel stocks fluctuate significantly with business cycles and economic sentiment. |
| Valuation risk | Medium | Pricing is highly sensitive to interest rate changes affecting capitalization rates. |
| Competition risk (Lodging Supply) | Medium / high | New hotel supply in key markets can limit pricing power and occupancy rates. |
| Business quality | Medium | The portfolio is well-branded but subject to the limitations of select-service asset classes. |
| Dividend income | Medium / high | Income is not guaranteed and can be reduced during periods of low demand. |
| Execution risk | Medium | Successful performance depends on effective property management and capital recycling. |
Price Behavior

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

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 Advisory Performance | Stock Returns Performance |
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 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 area | What it includes | Retail investor read |
|---|---|---|
| Hotel Operations | Room revenue and ancillary services from owned properties. | The company earns money by charging guests for nightly stays at their hotels. |
| Geography: United States | Properties 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
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 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.

