PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
InterContinental Hotels Group PLC (IHG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US45857P8068

CUSIP

45857P806

Sector

Consumer Cyclical

Industry

Lodging

IPO Date

Apr 10, 2003

Highlights

Market Cap

$19.77B

EPS (TTM)

$3.88

PE Ratio

32.28

PEG Ratio

1.96

Total Revenue (TTM)

$2.32B

Gross Profit (TTM)

-$346.00M

EBITDA (TTM)

$923.50M

Year Range

$76.65 - $125.70

Target Price

$119.00

Short %

0.34%

Short Ratio

2.54

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IHG vs. HLT IHG vs. H IHG vs. IHT IHG vs. VOO IHG vs. REIT IHG vs. HEGD IHG vs. FELC IHG vs. RHP IHG vs. SWAN IHG vs. JEPQ
Popular comparisons:
IHG vs. HLT IHG vs. H IHG vs. IHT IHG vs. VOO IHG vs. REIT IHG vs. HEGD IHG vs. FELC IHG vs. RHP IHG vs. SWAN IHG vs. JEPQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in InterContinental Hotels Group PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
29.00%
14.33%
IHG (InterContinental Hotels Group PLC)
Benchmark (^GSPC)

Returns By Period

InterContinental Hotels Group PLC had a return of 40.00% year-to-date (YTD) and 62.47% in the last 12 months. Over the past 10 years, InterContinental Hotels Group PLC had an annualized return of 13.84%, outperforming the S&P 500 benchmark which had an annualized return of 11.31%.


IHG

YTD

40.00%

1M

12.41%

6M

25.77%

1Y

62.47%

5Y (annualized)

15.84%

10Y (annualized)

13.84%

^GSPC (Benchmark)

YTD

26.24%

1M

3.68%

6M

13.49%

1Y

32.33%

5Y (annualized)

13.85%

10Y (annualized)

11.31%

Monthly Returns

The table below presents the monthly returns of IHG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.47%12.49%-1.40%-5.97%3.25%4.33%-4.36%-0.28%9.93%0.87%40.00%
202321.27%-2.67%-1.86%4.02%-4.23%6.18%7.03%1.39%-1.61%-3.51%8.90%16.08%59.59%
20222.19%5.64%-1.04%-5.83%-2.62%-14.36%11.58%-8.82%-10.89%12.82%7.26%-0.82%-8.70%
2021-5.45%13.84%-1.70%3.21%-1.76%-4.54%-0.94%-3.28%0.63%10.23%-14.52%7.64%0.14%
2020-10.60%-10.20%-23.54%10.60%5.03%-7.29%5.12%24.30%-9.45%-2.55%21.06%5.18%-2.97%
201910.02%4.78%2.34%8.22%-1.44%2.64%4.89%-10.08%-0.62%-2.73%6.83%6.09%33.47%
20185.61%-3.40%-5.53%5.23%1.37%-2.85%-0.75%0.45%1.08%-14.38%2.18%-0.62%-12.50%
20174.74%1.31%4.02%7.89%7.90%-1.79%2.21%-10.96%5.36%5.10%5.52%8.27%45.30%
2016-14.46%14.03%10.79%-2.74%-4.20%-3.10%7.97%7.06%-3.32%-5.24%4.72%7.31%16.12%
2015-0.72%2.87%-4.25%10.27%-1.81%-3.30%3.39%-9.88%-7.43%15.16%-4.06%1.25%-1.23%
2014-2.96%0.74%0.62%6.23%15.63%12.28%-10.18%-4.52%0.91%-1.68%11.50%-5.50%21.64%
20135.54%-0.99%6.16%-2.86%-2.81%-4.35%5.24%2.30%3.99%0.48%6.13%7.32%28.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of IHG is 94, placing it in the top 6% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of IHG is 9494
Overall Rank
The Sharpe Ratio Rank of IHG is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of IHG is 9696
Sortino Ratio Rank
The Omega Ratio Rank of IHG is 9494
Omega Ratio Rank
The Calmar Ratio Rank of IHG is 9595
Calmar Ratio Rank
The Martin Ratio Rank of IHG is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for InterContinental Hotels Group PLC (IHG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IHG, currently valued at 2.85, compared to the broader market-4.00-2.000.002.004.002.852.64
The chart of Sortino ratio for IHG, currently valued at 3.98, compared to the broader market-4.00-2.000.002.004.003.983.51
The chart of Omega ratio for IHG, currently valued at 1.50, compared to the broader market0.501.001.502.001.501.49
The chart of Calmar ratio for IHG, currently valued at 3.56, compared to the broader market0.002.004.006.003.563.81
The chart of Martin ratio for IHG, currently valued at 9.39, compared to the broader market0.0010.0020.0030.009.3916.91
IHG
^GSPC

The current InterContinental Hotels Group PLC Sharpe ratio is 2.85. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of InterContinental Hotels Group PLC with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.85
2.64
IHG (InterContinental Hotels Group PLC)
Benchmark (^GSPC)

Dividends

Dividend History

InterContinental Hotels Group PLC provided a 1.25% dividend yield over the last twelve months, with an annual payout of $1.57 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$2.00$4.00$6.00$8.00$10.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.57$1.43$1.30$0.00$0.86$6.43$1.13$3.28$9.44$1.05$5.19$2.85

Dividend yield

1.25%1.57%2.22%0.00%1.32%9.36%1.97%4.90%19.34%2.05%9.81%5.95%

Monthly Dividends

The table displays the monthly dividend distributions for InterContinental Hotels Group PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$1.04$0.00$0.00$0.00$0.53$0.00$0.00$0.00$1.57
2023$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.00$1.43
2022$0.00$0.00$0.86$0.00$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$1.30
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.86$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.86
2019$5.25$0.00$0.78$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$6.43
2018$0.00$0.00$0.00$0.75$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$1.13
2017$0.00$0.00$0.00$0.00$2.93$0.00$0.00$0.35$0.00$0.00$0.00$0.00$3.28
2016$0.00$0.00$0.76$0.00$8.35$0.00$0.00$0.33$0.00$0.00$0.00$0.00$9.44
2015$0.00$0.00$0.00$0.69$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$1.05
2014$0.00$0.00$0.67$0.00$0.00$4.19$0.00$0.33$0.00$0.00$0.00$0.00$5.19
2013$0.62$0.00$0.00$0.00$0.00$2.23$0.00$0.00$0.00$0.00$2.85

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.3%
InterContinental Hotels Group PLC has a dividend yield of 1.25%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%39.3%
InterContinental Hotels Group PLC has a payout ratio of 39.27%, which is quite average when compared to the overall market. This suggests that InterContinental Hotels Group PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember00
IHG (InterContinental Hotels Group PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the InterContinental Hotels Group PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the InterContinental Hotels Group PLC was 80.83%, occurring on Mar 9, 2009. Recovery took 906 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.83%Jun 4, 2007445Mar 9, 2009906Oct 8, 20121351
-59.29%Jul 31, 2019161Mar 19, 2020223Feb 5, 2021384
-34.97%Feb 23, 2021402Sep 26, 2022202Jul 18, 2023604
-31.27%Dec 7, 2004216Oct 13, 2005134Apr 27, 2006350
-26.6%Jul 1, 2014392Jan 20, 201674May 5, 2016466

Volatility

Volatility Chart

The current InterContinental Hotels Group PLC volatility is 5.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
5.75%
3.99%
IHG (InterContinental Hotels Group PLC)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of InterContinental Hotels Group PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of InterContinental Hotels Group PLC compared to its peers in the Lodging industry.


PE Ratio
50.0100.0150.0200.032.3
The chart displays the price to earnings (P/E) ratio for IHG in comparison to other companies of the Lodging industry. Currently, IHG has a PE value of 32.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
10.020.030.02.0
The chart displays the price to earnings to growth (PEG) ratio for IHG in comparison to other companies of the Lodging industry. Currently, IHG has a PEG value of 2.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for InterContinental Hotels Group PLC.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab