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Covivio Hotels SCA (FR:COVH)
:COVH
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Covivio Hotels SCA (COVH) AI Stock Analysis

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FR:COVH

Covivio Hotels SCA

(COVH)

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Neutral 67 (OpenAI - 5.2)
Rating:67Neutral
Price Target:
€24.50
▲(8.41% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by improving but still volatile financial performance (strong recent growth and margins tempered by inconsistent earnings/cash flow) and an attractive valuation (low P/E and high dividend yield). Technicals add modest support with a slightly positive trend and neutral momentum.
Positive Factors
Recurring Rental Income
Ownership of hotel properties leased to third-party operators supports recurring contracted income and reduces direct exposure to daily hotel operations. This model can provide durable cash flows while renovations and repositioning create additional long-term value.
Negative Factors
Meaningful Leverage
Meaningful leverage increases sensitivity to property values, refinancing costs and changes in capital availability. Although not extreme for a hotel REIT, the debt burden can constrain flexibility and amplify downside during weaker lodging or real estate cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring Rental Income
Ownership of hotel properties leased to third-party operators supports recurring contracted income and reduces direct exposure to daily hotel operations. This model can provide durable cash flows while renovations and repositioning create additional long-term value.
Read all positive factors

Covivio Hotels SCA (COVH) vs. iShares MSCI France ETF (EWQ)

Covivio Hotels SCA Business Overview & Revenue Model

Company Description
Specializing in the ownership and leasing of properties across the hotel sector, Covivio Hotels operates as a publicly listed real estate investment firm (SIIC). It acts as a key real estate collaborator for prominent hotel groups, managing an ext...
How the Company Makes Money
Covivio Hotels makes money primarily by owning hotel real estate and generating recurring income from it. Its core revenue stream is rental income (or equivalent contracted cash flows) paid by hotel operators that lease Covivio Hotels’ properties;...

Covivio Hotels SCA Financial Statement Overview

Summary
Strong recent revenue growth and solid profitability in 2024–2025 support the score, but earnings and cash-flow volatility (loss years and inconsistent cash conversion) reduce confidence in durability. Leverage appears manageable for the sector but adds cyclical sensitivity.
Income Statement
74
Positive
Balance Sheet
66
Positive
Cash Flow
58
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue708.90M716.00M585.50M551.00M471.27M290.28M
Gross Profit211.70M185.00M346.30M332.53M260.52M155.54M
EBITDA484.70M470.00M956.00M88.90M321.19M231.39M
Net Income337.50M308.00M224.60M-11.57M478.79M50.29M
Balance Sheet
Total Assets7.02B6.80B7.16B6.72B7.03B6.86B
Cash, Cash Equivalents and Short-Term Investments242.00M337.50M577.00M108.78M127.41M145.18M
Total Debt2.77B2.86B3.08B2.74B2.78B2.96B
Total Liabilities3.23B2.93B3.55B3.17B3.27B3.46B
Stockholders Equity3.62B3.69B3.43B3.39B3.58B3.20B
Cash Flow
Free Cash Flow110.10M225.90M2.13B286.31M124.64M13.46M
Operating Cash Flow258.20M279.30M3.48B324.12M195.70M87.21M
Investing Cash Flow-170.00M46.40M808.00M-5.75M99.99M-2.99M
Financing Cash Flow-490.30M-566.30M388.00M-327.60M-383.23M-100.48M

Covivio Hotels SCA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
€3.41B9.699.24%13.89%4.74%54.71%
66
Neutral
€4.26B30.376.65%1.29%12.18%2.47%
64
Neutral
€771.57M8.7116.60%3.79%5.59%-0.11%
61
Neutral
€5.30B8.057.67%7.86%5.45%56.76%
59
Neutral
€965.10M8.0810.30%5.87%7.76%18.31%
59
Neutral
€852.59M16.76-14.15%2.68%4.72%386.12%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FR:COVH
Covivio Hotels SCA
21.60
-1.57
-6.80%
FR:BAIN
Monte-Carlo Societe des Bains de Mer
140.00
31.77
29.35%
FR:CDA
Compagnie des Alpes
18.74
-1.94
-9.37%
FR:COV
Covivio SA
47.68
-5.98
-11.14%
FR:GLO
GL EVENTS
26.40
-3.72
-12.36%
FR:VAC
Pierre et Vacances
1.84
0.18
11.08%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026