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City Lodge Hotels Limited (CLH) Fair Value & Analysis

Consumer Cyclical · ZA · Market cap 2.3B ZAC

CL City Lodge Hotels Limited CLH · JSE
PriceR4.35
Fair ValueR7.19
Upside+65.3%
Quality95/100
Evidence: High Range R2.95 – R10.68

Fair value as of: Jun 26, 2026

From 17 valuation models · updated 3 days ago

Share price +7.1% over the past month.

Price vs Fair Value (12 months)

R5.12 R3.64 Fair Value R7.19 Jun 2025 Jun 2026

12‑month range R3.64 – R5.12 · fair‑value band R2.95 – R10.68 · the R4.35 price screens below the R7.19 fair value. As of Jun 26, 2026.

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Analysis

City Lodge Hotels Limited (CLH) currently trades at R4.35, while our model-based Fair Value estimate is R7.19 — implying the stock looks roughly 65.3% undervalued today. We read business quality at 95/100 (high quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, City Lodge Hotels Limited generated revenue of 2.2B ZAR at a net margin of 9.5%. Revenue grew 11.5% year over year. It earns a return on equity of 17.1%. Net debt stands at 1.4B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 2.2B ZAC
Revenue growth (YoY) +11.5%
Net margin 9.5%
Return on equity 17.1%
Free cash flow −26.8M ZAC FY2025
P/E ratio 11.2
More key figures
Operating margin 23.1%
EPS (TTM) R0.3800
Dividend yield 0.0%
EPS growth (YoY) -0.5%
Net debt 1.4B ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

City Lodge Hotels Limited, together with its subsidiaries, engages in the operation of hotels for business and leisure travelers in South Africa, Botswana, Mozambique, and Namibia. It owns, operates, and manages hotels under the Courtyard, City Lodge, Town Lodge, and Road Lodge brands. City Lodge Hotels Limited was founded in 1985 and is headquartered in Johannesburg, South Africa.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

City Lodge Hotels Limited reported revenue of R2.0B in FY2025 versus R508M in FY2021, a compound +40.8%/yr. Reported net income was R213M in FY2025.

Revenue +40.8%/yr
FY21 R508M
FY22 R1.1B
FY23 R1.7B
FY24 R1.9B
FY25 R2.0B
Net income
FY21 −R805M
FY22 R81.7M
FY23 R164M
FY24 R189M
FY25 R213M

Open the full interactive analysis →

Similar stocks

6 more Lodging stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Marriott International, Inc MAR $392.51 $99.13 -75%
Hilton Worldwide Holdings HLT $338.22 $107.21 -68%
InterContinental Hotels Group IHG $170.05 $85.18 -50%
Hyatt Hotels Corporation H $185.21 $129.11 -30%
H World Group H1TH34 R$62.64 R$80.20 +28%
Accor SA ACRFF $57.35 $44.53 -22%

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Frequently asked questions

Is City Lodge Hotels Limited (CLH) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R7.19 versus a price of R4.35 — about +65% (undervalued). Model-based estimate, not financial advice.
What is the fair value of CLH?
Our 21-model fair value for City Lodge Hotels Limited is R7.19 (as of Jun 26, 2026), built from audited fundamentals. The current price is R4.35.
What is the quality score of CLH?
City Lodge Hotels Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of City Lodge Hotels Limited (CLH)?
City Lodge Hotels Limited reported trailing-twelve-month revenue of about 2.2B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of CLH?
The net profit margin of City Lodge Hotels Limited is about 9.5%, meaning it keeps roughly 9.5% of revenue as net income. Based on the latest reported figures.
Does City Lodge Hotels Limited pay a dividend?
City Lodge Hotels Limited currently shows a dividend yield of about 0.04% relative to its recent price (as of Jun 26, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.