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← CockpitCompetitor Analysis › HBNB Hotel101 Global Holdings Corp. Class AOpen in the cockpit ↗

Hotel101 Global Holdings Corp. Class AHBNBCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Development

Philippine hotel company selling standardized 'condotel' room units to individual investors who earn rental income.

Momentum weak 24
Mkt cap
$1.07B
US dollars, full cap
Free float
6%
of shares outstanding
$/day
$102,541
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 6.4%
Hurdle
n/a
no reverse DCF
Close · USD$4.55
1D-3.8%
1W-4.2%
1M+0.9%
3M-20.9%
6M-29.2%
YTD-39.1%
1Y+34.4%
ATR %8.4%
Beta0.42
52w lowhigh56.4% off high

What Hotel101 Global does

Philippine hotel company selling standardized 'condotel' room units to individual investors who earn rental income.

Sells each hotel room as a unit to individual buyers, then operates the building as one hotel, so unit sales fund development while the buyers' returns depend on how well it runs. The DoubleDragon group of the Philippines sponsors the model.

Products and services

  • Hotel101 branded hotel developments
  • Condotel unit sales to investors
  • Hotel operations/management

Customers

  • Retail/individual real estate investors
  • Budget travelers

Where it sits in the supply chain

  • Hospitality real estate
  • Condotel unit sales to investors
  • Hotel operation & rental-income sharing

What could go right

  • Rapid regional hotel-network expansion
  • Growing individual-investor unit sales

What could go wrong

  • Philippines/emerging-market real estate risk
  • Unproven scale outside home market

Moat: narrow (brand, scale). A standardized, replicable hotel-unit model tied to the DoubleDragon group gives faster expansion than typical hotel developers.

Headquarters: Manila, Philippines · Founded: 2013 · Employees: 60

Named competitors

  • DoubleDragon Properties private or unlisted

Hotel101 Global at a glance

Size Hotel101 Global (HBNB) is a United States Real Estate company (Real Estate Development) with a market value of $1.07B, the 2207th largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.55 on 6 Nov 2026.

Performance Over six months the shares fell 29.2%, against -12.5% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue grew 1,177.7% over the last twelve months (peer median -17.0%); the operating margin is 1.9% (peer median 5.5%).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 88HBNB 67
Six months, rebased to 100: Hotel101 Global against the median of its 20 peers (local-currency closes).

Hotel101 Global financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenuen/a$75.9M$5.94M$0$0
Revenue growth—+1,178%———
Gross profitn/a$31.7M$1.99M$0$0
EBITDAn/a$2.20M-$4.30M-$76,830-$2,240
Net incomen/a-$26.7M-$6.50M-$76,827-$2,240
Free cash flown/a-$43.2M-$7.54M$0$0
Capital expendituren/a$986,008$420,182$0$0
Total debtn/a$1.25M$1.10M$286,385$131,035

Quarterly statements and history in the cockpit →

Hotel101 Global competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-60%-40%-20%0%-20%0%17661918PLANGLFMERYMMI6001856006572337600510600376000048AEDAS000560CIBUSSIGNATUREIRS600158FRMIHBNB6-month return →1-month return →
Up and to the right = strong over both horizons. Hotel101 Global is the large dot.

Hotel101 Global competitors and peer comparison

How Hotel101 Global compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Hotel101 Global against its 20 peers (data as of 6 Nov 2026)
MeasureHBNBPeer medianRank in peer set
1-month return+0.9%-3.3%8th highest of 21
6-month return-29.2%-12.5%6th lowest of 21
Distance from 52-week high-56.4%-31.5%4th lowest of 21
Revenue growth (TTM)+1,177.7%-17.0%highest of 20
Operating margin1.9%5.5%10th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Hotel101 Global HBNBUnited States$1.07B-29%+1,178%2%n/an/an/a
Token 1766.TJapan$1.07B-1%+5%6%n/an/an/a
Sunac China 1918.HKHong Kong$1.06B-64%-29%-27%n/an/an/a
PLAZZA PLAN.SWSwitzerland$1.08B-4%+6%76%n/an/an/a
Gemlife Communities GLF.AXAustralia$1.05B-9%+8%32%n/an/an/a
Mercialys MERY.PAFrance$1.05B-15%+3%69%n/an/an/a
Marcus & Millichap MMIUnited States$1.05B-9%+12%1%n/an/an/a
Zhuhai Zhumian 600185.SSChina$1.08B-27%-49%17%n/an/an/a
Cinda Real Estate 600657.SSChina$1.08B-19%-44%-97%n/an/an/a
Ichigo 2337.TJapan$1.09B-13%-17%29%n/an/an/a
Black Peony (Group) 600510.SSChina$1.04B-37%-24%-14%n/an/an/a
Vivenio Residencial SOCIMI YVIV.MCSpain$1.09B-1%+34%60%n/an/an/a
Beijing Capital Development 600376.SSChina$1.04B-41%-35%-15%n/an/an/a
Shenzhen Kingkey Smart Agriculture Times 000048.SZChina$1.10B-7%-17%-15%n/an/an/a
AEDAS Homes AEDAS.MCSpain$1.10B+1%-25%10%n/an/an/a
5I5J 000560.SZChina$1.03B-2%-21%-6%n/an/an/a
Cibus Real Estate AB (publ) CIBUS.STSweden$1.11B-12%+20%75%n/an/an/a
Signatureglobal (India) SIGNATURE.NSIndia$1.11B-17%-23%-7%n/an/an/a
IRSA Inversiones y Representaciones SA Sponsored ADR IRSUnited States$1.12B-10%+4%42%n/an/an/a
China Sports Industry 600158.SSChina$1.01B-41%0%-9%n/an/an/a
Fermi FRMIUnited States$1.01B-70%n/an/an/an/an/a

Questions

Who are Hotel101 Global's main competitors?
Named competitors: DoubleDragon Properties (private or unlisted). The cockpit's measured peer set (industry) also includes Token (1766.T), Sunac China (1918.HK), PLAZZA (PLAN.SW), Gemlife Communities (GLF.AX), Mercialys (MERY.PA), Marcus & Millichap (MMI).
How has Hotel101 Global stock performed?
Over six months to 6 Nov 2026 the shares returned -29.2% against -12.5% for the median peer; over one year +34.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.