Accor AC.PA
Accor is a French hotel multinational operating brands such as ibis, Novotel, and Sofitel, with a management and franchise model. Accor shows acceptable financial health (ND/EBITDA 3.43) and a reasonable forward valuation (P/E 17.36), but negative free cash flow conversion (-13.01%) and a sharp profit decline (-58.8%) weigh on quality and growth. Expansion in the Middle East adds pipeline, albeit with geopolitical risk.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Accor is a French hotel multinational operating brands such as ibis, Novotel, and Sofitel, with a management and franchise model. Accor shows acceptable financial health (ND/EBITDA 3.43) and a reasonable forward valuation (P/E 17.36), but negative free cash flow conversion (-13.01%) and a sharp profit decline (-58.8%) weigh on quality and growth. Expansion in the Middle East adds pipeline, albeit with geopolitical risk.
Score by category
| Category | Score |
|---|---|
| Financial health | 5.1 |
| Quality / Moat | 3.5 |
| Valuation | 4.5 |
| Growth | 2.5 |
| Dividend | 3.5 |
| Momentum | 5.5 |
| Risk & Context | 5.8 |
OVERALL SCORE: 4.3/10
Context and risks
Exposure to the Middle East (Saudi Arabia, Egypt) with active geopolitical tension in the region, including the Hormuz blockade affecting tourism and business flows. Expansion in the area is an execution and demand risk.
News considered in the analysis
- Accor targets 25,000 more rooms in Egypt — Expansión en Egipto, mercado con potencial pero con riesgo geopolítico y de divisa; refuerza el crecimiento a medio plazo.
- How Marriott, Hilton, Accor and IHG are expanding global hotel networks — Artículo genérico de sector, sin información nueva específica para Accor.
- Accor and Al Qimmah to develop 4,000-key portfolio in Saudi Arabia — Contrato relevante en Arabia Saudí, alineado con la estrategia de expansión en Oriente Medio; añade pipeline de crecimiento.
- SKYX Platforms Corp (SKYX) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic ... — Noticia de otra empresa, irrelevante para Accor.
- Accor SA (ACCYY) (H1 2026) Earnings Call Highlights: Resilient Growth Amid Geopolitical Headwinds — Resultados semestrales con crecimiento resiliente pese a vientos geopolíticos; confirma la solidez operativa.
Verdict: Hold; Middle East expansion and a reasonable forward valuation offset weak cash flow and earnings, but leverage and the rate environment warrant caution.
Main risk: The combination of high debt (ND/EBITDA 3.43) with a rising-rate ECB cycle and negative free cash flow conversion, which limits the ability to deleverage and sustain the dividend.
Other Consumer Cyclical companies
Neighbours in the sector ranking, to compare without going back to the index.
See all 1,000+ companies in the index →