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← CockpitCompetitor Analysis › RLJ RLJ Lodging TrustOpen in the cockpit ↗

RLJ Lodging TrustRLJCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Investment Trusts

Owns premium-branded, focused-service and compact full-service hotels across major US markets, run by third-party operators.

Momentum leader 90
Mkt cap
$1.92B
US dollars, full cap
Free float
87%
of shares outstanding
$/day
$25.6M
20-day average traded
Fwd P/E
700.2×
forward earnings
ROIC−WACC
n/a
WACC 7.5%
Hurdle
n/a
no reverse DCF
Next earnings
115 days
1 Mar 2027
Close · USD$12.54
1D+1.1%
1W-0.6%
1M+12.0%
3M+14.1%
6M+40.1%
YTD+68.3%
1Y+82.8%
ATR %2.8%
Beta0.67
52w lowhigh3.1% off high

What RLJ Lodging Trust does

Owns premium-branded, focused-service and compact full-service hotels across major US markets, run by third-party operators.

Takes the full revenue from rooms, food and events at its hotels, hires brand-affiliated managers for a fee, and bears the property costs, so profit swings with occupancy more than a franchise fee would. The 2017 merger with FelCor Lodging Trust enlarged its portfolio.

Products and services

  • Hotel ownership

Customers

  • Business and leisure travelers
  • Marriott
  • Hilton

Where it sits in the supply chain

  • Real estate
  • Hospitality REITs
  • Owned focused-service hotel real estate

What could go right

  • Renovation-driven RevPAR growth

What could go wrong

  • Travel demand cyclicality
  • Elevated leverage versus peers

Moat: none (scale). No operating moat; results track lodging demand cycles and brand-operator execution.

Headquarters: Bethesda, Maryland, US · Founded: 2011 · Employees: 75

Named competitors

RLJ Lodging Trust at a glance

Size RLJ Lodging Trust (RLJ) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $1.92B, the 1821st largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.54 on 6 Nov 2026.

Performance Over six months the shares gained 40.1%, against -10.2% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 1.1% over the last twelve months (peer median +7.9%); the operating margin is 9.5% (peer median 46.9%).

Valuation It trades at 700.2× forward earnings against a peer median of 18.6× (most expensive of 21).

Short interest Short interest is 7.1% of the free float (15 Oct 2026).

Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026RLJ 142Peer median 90
Six months, rebased to 100: RLJ Lodging Trust against the median of its 20 peers (local-currency closes).

RLJ Lodging Trust financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.38B$1.35B$1.37B$1.33B$1.19B
Revenue growth—-1%+3%+11%—
Gross profit$183M$175M$205M$212M$177M
EBITDA$320M$312M$328M$330M$306M
Net income$27.6M$28.5M$68.0M$76.4M$41.9M
Free cash flow$174M$117M$149M$183M$132M
Capital expenditure$93.5M$126M$136M$132M$124M
Total debt$2.81B$2.32B$2.34B$2.34B$2.33B

Quarterly statements and history in the cockpit →

RLJ Lodging Trust 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

-20%0%+20%+40%0%+10%GTY3279GPERGNARRXHRBXMT3471BWPAT1C2PU27783249CLW33093226PMZ-UNRLJ6-month return →1-month return →
Up and to the right = strong over both horizons. RLJ Lodging Trust is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%200×400×600×GTY3279GPERGNARRXHRBXMT3471BWPHR-UN3249CLW3226PMZ-UNRLJRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. RLJ Lodging Trust is the large dot.

RLJ Lodging Trust competitors and peer comparison

Head to head with its named competitors (RLJ vs DRH vs SHO vs XHR)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
RLJ Lodging Trust RLJ$1.92B+40%+1%10%700.2×n/a
DiamondRock Hospitality DRH$2.88B+30%+2%17%21.5×n/a
Sunstone Hotel Investors SHO$2.33B+19%+7%10%59.0×n/a
Xenia Hotels & Resorts XHR$1.97B+26%+4%8%36.9×n/a
Pebblebrook Hotel Trust PEB$2.36B+43%+3%9%n/an/a
Host Hotels & Resorts HST$16.9B+15%+5%14%23.2×n/a

How RLJ Lodging Trust 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.

RLJ Lodging Trust against its 20 peers (data as of 6 Nov 2026)
MeasureRLJPeer medianRank in peer set
1-month return+12.0%+1.9%5th highest of 21
6-month return+40.1%-10.2%highest of 21
Distance from 52-week high-3.1%-18.4%3rd highest of 21
Revenue growth (TTM)+1.1%+7.9%5th lowest of 21
Operating margin9.5%46.9%2nd lowest of 20
Forward P/E700.2×18.6×most expensive of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
RLJ Lodging Trust RLJUnited States$1.92B+40%+1%10%700.2×n/an/a
Getty Realty GTYUnited States$1.92B-14%+11%59%20.1×n/an/a
Activia Properties 3279.TJapan$1.90B-10%+24%47%18.1×n/an/a
Great Portland Estates GPE.LUnited Kingdom$1.90B+17%+24%21%34.7×n/an/a
Region RGN.AXAustralia$1.89B+6%+30%45%14.4×n/an/a
ARMOUR Residential REIT ARRUnited States$1.87B-29%-140%n/a4.5×n/an/a
Xenia Hotels & Resorts XHRUnited States$1.97B+26%+4%8%36.9×n/an/a
Blackstone Mortgage Trust BXMTUnited States$1.85B-42%-2%36%9.2×n/an/a
Mitsui Fudosan Logistics Park 3471.TJapan$2.00B-13%+156%28%23.1×n/an/a
BWP Trust BWP.AXAustralia$2.01B-2%+2%87%19.2×n/an/a
Aroundtown AT1.DEGermany$2.04B-32%+1%60%5.9×n/an/a
H&R Real Estate Investment Trust HR-UN.TOCanada$1.80B-10%-6%60%17.0×n/an/a
Parkway Life Real Estate Investment Trust C2PU.SISingapore$2.05B0%+3%82%22.2×n/an/a
Champion Real Estate Investment Trust 2778.HKHong Kong$1.80B-8%-8%61%19.7×n/an/a
Industrial & Infrastructure Fund Investment 3249.TJapan$2.07B-12%+36%37%16.8×n/an/a
Charter Hall Long WALE REIT CLW.AXAustralia$1.78B+4%+40%56%14.0×n/an/a
Sekisui House Reit 3309.TJapan$1.78B-23%+5%20%13.9×n/an/a
Mitsui Fudosan Accommodations Fund 3226.TJapan$1.75B-16%+18%47%21.6×n/an/a
Primaris Real Estate Investment Trust PMZ-UN.TOCanada$2.11B+21%+18%38%26.6×n/an/a
Daiwa Office Investment 8976.TJapan$1.74B-12%+24%44%19.2×n/an/a
Eurocommercial Properties ECMPA.ASNetherlands$1.72B-7%+1%75%10.3×n/an/a

Questions

Who are RLJ Lodging Trust's main competitors?
Named competitors: DiamondRock Hospitality (DRH), Sunstone Hotel Investors (SHO), Xenia Hotels & Resorts (XHR), Pebblebrook Hotel Trust (PEB), Host Hotels & Resorts (HST). The cockpit's measured peer set (industry) also includes Getty Realty (GTY), Activia Properties (3279.T), Great Portland Estates (GPE.L), Region (RGN.AX), ARMOUR Residential REIT (ARR), Xenia Hotels & Resorts (XHR).
Is RLJ Lodging Trust expensive compared with its peers?
On forward p/e it trades at 700.2× against a peer median of 18.6×, most expensive of 21 in its peer set.
How has RLJ Lodging Trust stock performed?
Over six months to 6 Nov 2026 the shares returned +40.1% against -10.2% for the median peer; over one year +82.8%.

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.