Chatham Lodging Trust (CLDT) AI Stock Analysis

NYSE: CLDTAI research summary: business, growth, valuation, analysts, bull and bear case.

CLDT AI stock analysis summary

AI Research

Chatham Lodging Trust (CLDT) is a self-advised real estate investment trust focused on upscale extended-stay and premium-branded select-service hotels. Over the trailing twelve months, the company generated $300.4M in revenue with an operating margin of 17.6%. Its shares returned 131.6% over the past year, while carrying net debt of $422.7M as of June 30, 2026.

Market cap
$688.0M
Revenue (TTM)
$300.4M
P/E
175.6x
fwd 238.1x
1Y return
131.6%
S&P 500 16.8%
Avg. target
$14.33
2.0% vs last close

Bull case

  • Quarterly earnings grew 90.7% year-over-year for the quarter ended June 30, 2026, alongside quarterly revenue growth of 9.4%.
  • The trust's EV to EBITDA multiple of 10.7x trades at a discount to the US-listed Real Estate peer median of 14.7x.
  • Free cash flow reached $64.0M in FY2025, providing coverage for $25.6M in dividends paid and $9.0M in share buybacks.

Bear case

  • The trust trades at an elevated forward P/E of 238.1x compared to the US-listed Real Estate peer median of 23.5x.
  • Analysts forecast an annual EPS of -$0.07 for the current fiscal year ending December 31, 2026, representing an EPS decline of 150.0%.
  • The balance sheet reflects a low current ratio of 0.37 with $11.3M in cash versus $434.1M in total debt as of June 30, 2026.

What Chatham Lodging does

Chatham Lodging Trust is a publicly traded, self-advised real estate investment trust that invests in upscale extended-stay hotels and premium-branded select-service hotels across the United States. As of September 30, 2020, its portfolio comprised 86 hotels totaling 12,040 rooms and suites. This includes 40 directly owned properties with 6,092 rooms and suites across 15 states and the District of Columbia, alongside a minority interest in the Innkeepers joint ventures owning 46 hotels with 5,948 rooms and suites. The trust focuses on operational resilience and meeting the needs of travelers and corporate clients.

Growth and profitability

Chatham Lodging Trust grew annual revenue from $204.0M in FY2021 to $294.9M in FY2022 and $311.1M in FY2023, reaching $317.2M in FY2024 before revenue fell 7.0% to $295.1M in FY2025. Over the 5-year period from FY2020 to FY2025, revenue posted a CAGR of 17.4%. Net income improved from -$18.4M in FY2021 to $15.1M in FY2025, while gross margin declined to 3.5% in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue grew 9.4% year-over-year, and quarterly earnings grew 90.7% year-over-year, supporting trailing twelve month revenue of $300.4M and a profit margin of 4.0%.

CLDT income statement →

Balance sheet and cash flow

As of June 30, 2026, Chatham Lodging Trust held $11.3M in cash and short-term investments against total debt of $434.1M, yielding net debt of $422.7M. Total assets stood at $1.23B and shareholders equity was $721.7M, resulting in a debt-to-equity ratio of 0.60 and a current ratio of 0.37. In FY2025, operating cash flow reached $64.1M and free cash flow was $64.0M. During that fiscal year, capital expenditures were $110,000, while the trust allocated $9.0M to share buybacks and $25.6M to dividends paid.

CLDT balance sheet →

Valuation and performance

Chatham Lodging Trust trades at a trailing P/E of 175.6x and a forward P/E of 238.1x, compared to medians of 21.6x and 23.5x for its US-listed Real Estate peers. Its EV to EBITDA multiple sits at 10.7x, below the peer group median of 14.7x, while its price-to-sales ratio is 2.3x compared to the peer median of 3.7x. The trust also holds a price-to-book ratio of 0.8x. Over the past year, the stock returned 131.6%, outperforming the 16.8% return for the S&P 500 (SPY), though its 5-year return of 28.0% trails the S&P 500 return of 83.0%.

CLDT key metrics →

CLDT dividend

Chatham Lodging Trust pays a quarterly dividend with an annualized forward dividend of $0.40 per share, representing a dividend yield of 2.85%. Its payout ratio is 54.2%, and dividends have been paid for 5 consecutive years. Over 5 years, dividend growth annualized reached 10.4%. The company's last ex-dividend date was September 30, 2026.

CLDT dividend history →

What analysts expect

Wall Street analysts covering Chatham Lodging Trust assign 2 Strong Buy and 2 Hold ratings. The mean price target is $14.33, representing a 2.0% upside compared to the last close of $14.05 on October 16, 2026. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $317.3M and EPS of -$0.07. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

CLDT forecast and price target →

Key risks and what to watch

  • Total debt of $434.1M and net debt of $422.7M present leverage exposure against $11.3M in cash and short-term investments.
  • Annual revenue fell 7.0% in FY2025 to $295.1M as gross margin narrowed to 3.5%.
  • Analyst projections for the next fiscal year indicate EPS of -$0.10, representing an EPS decline of 42.9%.
  • A current ratio of 0.37 indicates tight short-term liquidity heading into future debt obligations.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this CLDT AI stock analysis

This page is an AI-written research summary of Chatham Lodging Trust (CLDT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CLDT income statement, CLDT balance sheet, CLDT key metrics, CLDT analyst forecast, CLDT chart. See the CLDT stock overview for the latest quote and news.

CLDT AI stock analysis FAQ

What does Chatham Lodging Trust do?

Chatham Lodging Trust is a self-advised REIT that invests in upscale extended-stay and premium-branded select-service hotels across the United States. As of September 30, 2020, its portfolio included 86 hotels totaling 12,040 rooms and suites, with 40 directly owned properties and 46 properties owned through joint ventures.

Does Chatham Lodging Trust pay a dividend?

Yes, Chatham Lodging Trust pays a quarterly dividend with an annual forward dividend of $0.40 per share, yielding 2.85%. Its payout ratio is 54.2%, and it has maintained 5 consecutive years of dividend payments.

What are analysts expecting for Chatham Lodging Trust's earnings?

For the fiscal year ending December 31, 2026, analysts estimate EPS of -$0.07 on revenue of $317.3M. For the following fiscal year, analysts forecast EPS of -$0.10 on revenue of $328.8M.

When does Chatham Lodging Trust report earnings next?

Chatham Lodging Trust is scheduled to report earnings on November 4, 2026. The trust has beaten EPS estimates in 3 of the last 4 quarters.

More Real Estate AI stock analysis