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Les Hôtels Baverez S.A (ALLHB) Fair Value & Analysis

Consumer Cyclical · FR · Market cap €174M

LH Les Hôtels Baverez S.A ALLHB · PA
Price€75.00
Fair Value€15.72
Upside-79.0%
Quality42/100
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Weak Growth
Thin margins · 7.0% net margin
Low debt · negative free cash flow
0.41% dividend yield
Trails peers (4/14)
Moderate moat 45/100
Evidence: High Range €14.56 – €20.44 Share as image

Fair value as of: Jul 19, 2026

From 16 valuation models · updated 22 days ago

Share price +3.4% over the past month.

Below-average quality, and screening another 79% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (€20.44). The favourable scenario is already priced in.
  • Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

€85.00 €46.56 Fair Value €15.72 Aug 2017 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range €46.56 – €85.00 · fair‑value band €14.56 – €20.44 · the €75.00 price screens above the €15.72 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Les Hôtels Baverez S.A (ALLHB) currently trades at €75.00, while our model-based Fair Value estimate is €15.72, implying the stock looks roughly 79.0% overvalued today. The Quality Score stands at 42/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Les Hôtels Baverez S.A generated revenue of €31.0M at a net margin of 7.0%. Revenue declined 30.5% year over year. It earns a return on equity of 4.6%. The balance sheet holds a net cash position of €9.6M. Fundamentals as of Jul 19, 2026

Our scenario range runs from €14.56 (bear case) to €20.44 (bull case); at €75.00, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 12% below its 52-week high and 4% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -62% fair-value upside, at -79%, ALLHB screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (€3.32 to €33.54). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income €13.91 €13.37 €10.85 76
ROIC Compounder €11.86 €12.62 €13.23 72
Gordon GGM €2.09 €3.50 €4.54 70
All 16 models by family
Earnings-Based
Graham-Dodd €6.26 €24.28 €32.93 54
Lynch FV €5.95 €8.51 €11.06 50
PEG = 1.0 €5.95 €8.51 €11.06 46
EPV €11.86 €12.62 €13.23 59
Dividend Discount
Gordon GGM €2.09 €3.50 €4.54 70
DDM Multi-Stage €2.09 €3.32 €3.77 61
Multiples
P/E Multiple €15.19 €20.25 €25.31 63
P/S Multiple €11.74 €15.65 €19.56 58
P/B Multiple €11.74 €15.65 €19.56 55
EV/EBIT €20.86 €25.96 €31.07 53
EV/EBITDA €26.54 €33.54 €40.54 54
EV/Revenue €15.86 €20.29 €24.71 43
Asset-Based
NCAV (Graham) €10.24 €13.73 €20.49 50
Economic Profit
Residual Income €13.91 €13.37 €10.85 76
ROIC Compounder €11.86 €12.62 €13.23 72
Growth Earnings
Growth-Adj P/E €11.00 €15.72 €20.44 68

Widest divergence: Multiples (€20.25) versus Dividend Discount (€3.32). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) €31.0M
Revenue growth (YoY) -30.5%
Net margin 7.0%
Return on equity 4.6%
Free cash flow −€12.5M FY2025
P/E ratio 79.9
More key figures
Operating margin 17.8%
EPS (TTM) €0.9200
Dividend yield 0.4%
EPS growth (YoY) -57.2%
Net cash €9.6M FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 42/100

Of which business quality 43 · Market factors (momentum, volatility) 50

Profitability 26
Margins and returns on capital today
Quality Growth 4
Are margins and returns improving?
Cashflow 18
Earnings quality: real cash, not paper profit
Fin. Strength 87
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 85
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 27
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Les Hôtels Baverez S.A. owns and operates 5-star hotels in France. It operates three hotels, including Hotel Regina; Hotel Raphael; and Majestic Hôtel-Spa. The company's hotels include restaurants and wellness areas. Les Hôtels Baverez S.A. was incorporated in 1957 and is headquartered in Paris, France.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Les Hôtels Baverez S.A reported revenue of €31.0M in FY2025 versus €13.3M in FY2021, a compound +23.6%/yr. Reported net income was €2.2M in FY2025, compounding +37.8%/yr from FY2021.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
€31.0M
Latest YoY
−27.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−7.1%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−5.5%
Revenue +23.6%/yr
FY21 €13.3M
FY22 €38.8M
FY23 €43.3M
FY24 €42.9M
FY25 €31.0M
Net income +37.8%/yr
FY21 €606K
FY22 €7.1M
FY23 €8.5M
FY24 €4.3M
FY25 €2.2M

ALLHB screens 79% overvalued. Compare with Marriott International, Inc →

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Cite: Fair Value Calculator (2026). "Les Hôtels Baverez S.A Fair Value". https://www.fairvalue-calculator.com/stock/ALLHB

Peer Group

Lodging · 168 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 42 · Below median
Fair Value upside −79% · Bottom 25%
Return on equity (TTM) 5% · Above median
Return on assets 3% · Above median
Net margin (TTM) 7% · Above median
Operating margin (TTM) 18% · Above median
Revenue growth -31% · Bottom 25%
Dividend yield (TTM) 0.4% · Below median
Debt / equity 0.31× · Higher than median

Valuation Multiples vs Lodging median · lower = cheaper

P/E (TTM) 79.9× · Pricier than 75% of peers
P/B 4.15× · Pricier than 75% of peers
P/S (TTM) 6.49× · Pricier than 75% of peers
EV/EBITDA 29.5× · Pricier than 75% of peers
PEG 5.97× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 1
FUTURE 0 · sector 18
PAST 18 · sector 11
HEALTH 85 · sector 90
DIVIDEND 8 · sector 23

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Lodging stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Marriott International, Inc MAR $369.05 $135.64 -63%
Hilton Worldwide Holdings HLT $328.48 $123.67 -62%
InterContinental Hotels Group IHG $159.87 $85.18 -47%
Hyatt Hotels Corporation H $191.00 $47.69 -75%
H World Group HTHT $42.67 $47.55 +11%
Accor SA AC €47.25 €39.26 -17%
The Indian Hotels Company INDHOTEL ₹743.20 ₹260.68 -65%
Wyndham Hotels & Resorts, Inc WH $78.54 $24.02 -69%
Hanjin Kal, 180640 113,500 KRW 36,890 KRW -67%
Jabal Omar Development Company 4250 16.00 SAR 11.64 SAR -27%

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Frequently asked questions

Is Les Hôtels Baverez S.A (ALLHB) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of €15.72 versus a price of €75.00, about −79% (overvalued).
What is the fair value of ALLHB?
Our model-based fair value for Les Hôtels Baverez S.A is €15.72 (as of Jul 19, 2026), built from audited fundamentals. The current price is €75.00.
What is the quality score of ALLHB?
Les Hôtels Baverez S.A has a Quality Score of 42/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Les Hôtels Baverez S.A (ALLHB)?
Les Hôtels Baverez S.A reported trailing-twelve-month revenue of about €31.0M (latest available figure, as of Jul 19, 2026).
What is the net profit margin of ALLHB?
The net profit margin of Les Hôtels Baverez S.A is about 7.0%, meaning it keeps roughly 7.0% of revenue as net income. Based on the latest reported figures.
Does Les Hôtels Baverez S.A pay a dividend?
Les Hôtels Baverez S.A currently shows a dividend yield of about 0.40% relative to its recent price (as of Jul 19, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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