<div id="readability-page-1"><div><p>Xenia Hotels &amp; Resorts, Inc. (XHR) just wrapped up a long running share repurchase program, buying 3.7 million shares since July and bringing total buybacks since 2015 to roughly 28.2 million shares.</p> <p>See our latest analysis for Xenia Hotels &amp; Resorts.</p> <p>The timing is interesting too, with the 1 month share price return of 11.82% and a 1 year total shareholder return of 5% suggesting momentum is starting to rebuild from a relatively modest base.</p> <p>If this buyback has you thinking about where else management conviction and balance sheets could be working in investors' favor, it might be worth exploring fast growing stocks with high insider ownership.</p> <p>With Xenia trading almost exactly in line with analyst targets, but at a steep discount to some intrinsic value estimates, are investors looking at a quietly undervalued REIT or a stock where future growth is already fully priced in?</p> <h2>Most Popular Narrative: 0.9% Overvalued</h2> <p>The most followed narrative sees Xenia Hotels &amp; Resorts trading just above its implied fair value of $15, with the current $15.14 price sitting almost on top of that mark and putting every growth and margin assumption under the microscope.</p> <blockquote> <p><em>Xenia's disciplined capital allocation including selective dispositions, reduced CapEx outlook, and reinvestment in core assets is enhancing asset quality and freeing up cash for shareholder returns and deleveraging. This is likely to positively impact FFO growth, net margins, and support a long-term dividend payout increase as payout ratios normalize.</em></p> </blockquote> <p>Read the complete narrative.</p> <p>Curious how modest revenue growth, thinner margins, and shrinking share count can still support this valuation? The narrative leans on a bold earnings reset, an eye catching future profit multiple, and an aggressive capital return roadmap. Want to see how those moving parts add up to today’s “almost fair” price?</p> <p><strong>Result: Fair Value of $15 (OVERVALUED)</strong></p> <p>Have a read of the narrative in full and understand what's behind the forecasts.</p> <p>However, softer leisure demand and rising labor costs could quickly squeeze margins and challenge today’s upbeat assumptions on earnings power and valuation resilience.</p> <p>Find out about the key risks to this Xenia Hotels &amp; Resorts narrative.</p> <h2>Another Angle on Valuation</h2> <p>While the narrative pegs Xenia as slightly overvalued around $15, our DCF model tells a very different story, suggesting fair value closer to $30.66, more than double today’s price. Is the market underestimating cash flow potential, or is the model too generous on future risks?</p> <p>Look into how the SWS DCF model arrives at its fair value.</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a771d653-4c96-47aa-a9ad-5584572ccae8/chart/dcf?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a771d653-4c96-47aa-a9ad-5584572ccae8/chart/dcf"/><figcaption>XHR Discounted Cash Flow as at Dec 2025</figcaption></figure><p>Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Xenia Hotels &amp; Resorts for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 908 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.</p> <h2> Build Your Own Xenia Hotels &amp; Resorts Narrative</h2> <p>If this take does not quite match your view or you would rather dig into the numbers yourself, you can build a custom narrative in just a few minutes, Do it your way.</p> <p>A great starting point for your Xenia Hotels &amp; Resorts research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision.</p> <h2>Ready for your next investing move?</h2> <p>Do not stop at one opportunity; use the Simply Wall St screener now to uncover fresh, high conviction ideas before the rest of the market catches on.</p> <ul> <li>Capture potential mispricing by targeting strong cash flow opportunities through these 908 undervalued stocks based on cash flows, where robust fundamentals meet attractive entry points.</li> <li>Ride powerful structural shifts in medicine and diagnostics with these 29 healthcare AI stocks, focusing on companies pairing clinical impact with scalable technology.</li> <li>Turn volatility into an edge by scanning these 80 cryptocurrency and blockchain stocks for businesses building real utility around digital assets and blockchain infrastructure.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

<p>Xenia Hotels & Resorts completed a share buyback program, repurchasing 3.7 million shares since July, totaling 28.2 million since 2015. Despite a 1-month share price return of 11.82% and a 1-year return of 5%, the stock is seen as slightly overvalued at $15.14, close to its fair value of $15. However, a DCF model suggests a fair value of $30.66, indicating potential undervaluation. The company's capital allocation strategy may enhance asset quality and support future dividend increases.</p>

Xenia Hotels & Resorts (XHR): Evaluating Valuation After Completing a Long-Running Share Buyback Program