EGP vs. HST: EastGroup Properties vs. Host Hotels & Resorts Stock Comparison

Company Profile

EastGroup Properties (EGP) and Host Hotels & Resorts (HST) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but EGP is classified in Industrial REITs while HST is classified in Hotel & Resort REITs.

Both EastGroup Properties (EGP) and Host Hotels & Resorts (HST) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Host Hotels & Resorts (HST) at 14.21% sits in the top ROE quartile, while EastGroup Properties (EGP) at 8.93% is closer to the peer norm — stronger capital efficiency for HST.

Neither EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) nor Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) and Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

EastGroup Properties (EGP) at 12.67% sits in the top revenue growth quartile, while Host Hotels & Resorts (HST) at 7.57% is closer to the peer norm — faster top-line expansion for EGP.

EPS growth isn't a meaningful figure for either EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) or Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

EastGroup Properties (EGP) at 0.62 keeps current ratio within its industry’s typical mid-range, while Host Hotels & Resorts (HST) at 5.39 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

EastGroup Properties (EGP) at 0.52 keeps leverage in the lower industry quartile, while Host Hotels & Resorts (HST) at 0.86 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

EastGroup Properties (EGP) at 3.30% pays a yield in its industry’s typical range, while Host Hotels & Resorts (HST) at 3.25% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) nor Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either EastGroup Properties (EGP) in Equity Real Estate Investment Trusts (REITs) or Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Host Hotels & Resorts (HST) at 2.73 looks cheap on sales in the lower P/S ratio quartile, while EastGroup Properties (EGP) at 13.56 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Both EastGroup Properties (EGP) at 2.91 and Host Hotels & Resorts (HST) at 2.66 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics