Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CHOICE HOTELS INTERNATIONAL INC /DE
Next earnings Aug 4, 2026 · consensus $1.97 EPS, $432M rev
Last earnings -15.6% on 2026-04-30
Choice Hotels is a high-margin, asset-light franchisor growing EPS 27% at a cheap 14.6x; flat revenue is the main caveat.
Sources: SEC EDGAR (CIK 0001046311, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:57:00 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~90% below fair value) — the rarer case where both the business and the entry look good.
Choice Hotels runs an attractive asset-light franchising model — it licenses brands (Comfort, Quality, Cambria, Radisson Americas, etc.) to hotel owners and collects high-margin royalty and fee income rather than owning real estate. The economics show it: a 28.1% operating margin and 23.2% net margin in FY2025, with net income up 23.5% to $370M and diluted EPS up a faster 27.4% to $7.90, helped by a 1.6% reduction in shares. The model throws off steady, recurring fees tied to RevPAR and unit growth across a large, predominantly economy/midscale franchise base that is relatively resilient across travel cycles.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.07B | $1.40B | $1.54B | $1.58B | $1.60B |
| Gross profit | — | — | — | — | — |
| Operating income | $429M | $479M | $375M | $464M | $448M |
| Net income | $289M | $332M | $259M | $300M | $370M |
| Diluted EPS | $5.15 | $5.99 | $5.07 | $6.20 | $7.90 |
| Net margin | 27.0% | 23.7% | 16.7% | 18.9% | 23.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 6 sales
| 2026-06-16 | Oaksmith Scott E SVP, Chief Financial Officer | Sell | 2.00K @ $115.00 | $230K |
| 2026-06-12 | Oaksmith Scott E SVP, Chief Financial Officer | Sell | 2.00K @ $110.00 | $220K |
| 2026-05-26 | Dragisich Dominic Interim CEO | Exercise | 12.8K @ $91.28 | $1.17M |
| 2026-05-26 | Dragisich Dominic Interim CEO | Sell | 2.10K @ $112.50 | $237K |
| 2026-05-26 | Dragisich Dominic Interim CEO | Sell | 5.02K @ $113.56 | $571K |
| 2026-05-26 | Dragisich Dominic Interim CEO | Sell | 13.5K @ $114.65 | $1.55M |
| 2026-05-26 | Dragisich Dominic Interim CEO | Sell | 1.97K @ $115.15 | $227K |
| 2026-05-21 | VIEIRA DONNA F Director | Award | 1.57K | |
| 2026-05-21 | TAGUE JOHN P Director | Award | 1.57K | |
| 2026-05-21 | Maureen Sullivan Director | Award | 1.57K | |
| 2026-05-21 | Smith Gordon Director | Award | 1.57K | |
| 2026-05-21 | SHAMES ERVIN R Director | Award | 1.57K |