Extended Stay America Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Extended Stay America Inc (STAY) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Extended Stay America Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,036M vs 64,569M combined for tracked competitors (1.6% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (+0.3% annualized vs trailing 12 months), vs decelerating (-67.6%) for its tracked peer group.
- Growth: Extended Stay America Inc generated -2.5% revenue growth year over year in Q1 2021, vs -47.3% for its tracked competitors combined.
- Profitability: Its 4.8% net margin compares with -11.4% for the peer group.
- Peer revenue share: Extended Stay America Inc accounted for 4.7% of combined revenue among its tracked peer group, up from 2.6% a year earlier.
- Peer differentiation: Revenue per employee of $0.13M compares with $0.07M for the peer group (1.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
STAY Sales vs. its Competitors, Q1 2021
Extended Stay America Inc reported revenue contraction of 2.53 % year on year in Q1 2021, above its competitors' combined revenue change of -47.29 %.
With a net margin of 4.76 %, Extended Stay America Inc achieved higher profitability than its competitors (-11.36 %).
Extended Stay America Inc generated 4.73 % of the combined sales of its peer group, up from 2.62 % a year earlier.
Extended Stay America Inc vs. its Competitors, Q1 2021
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Extended Stay America Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Extended Stay America Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Extended Stay America Inc's competitor groups requires a Commercial License.
For context: the Hotels, Tourism & Amusement industry grew revenue 6.9% year over year, combined, vs -2.5% for Extended Stay America Inc. Extended Stay America Inc's share of combined industry revenue moved from 0.30% to 0.28%, a loss of 0.03 percentage points.
Extended Stay America Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Extended Stay America Inc | Yes | No | No | Yes |
| Competitors combined (13) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 75.00 % (6 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
STAY Stock Performance relative to its Competitors
STAY Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Target Hospitality Corp | 282.9% | Outperformed |
| 2 | Marriott International Inc | 282.9% | Outperformed |
| 3 | Host Hotels and Resorts Inc | 282.9% | Outperformed |
| 4 | Hilton Worldwide Holdings Inc | 282.9% | Outperformed |
| 5 | Hyatt Hotels Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Extended Stay America Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Extended Stay America Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Extended Stay America Inc | 3,653.11 | 1,035.59 |
| Marriott International Inc | 95,812.48 | 26,904.00 |
| Hilton Worldwide Holdings Inc | 73,994.48 | 12,485.00 |
| H World Group Ltd | 34,569.57 | 3,618.00 |
| Host Hotels and Resorts Inc | 15,681.57 | 6,165.00 |
| Hyatt Hotels Corporation | 15,650.13 | 7,152.00 |
| SUBTOTAL | 269,400.70 | 67,004.24 |
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Sources: Extended Stay America Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Extended Stay America Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Extended Stay America Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Extended Stay America Inc | Owned Hotels 98.84 % |
| Marriott International Inc | U.S. and Canada 74.47 % |
| Hilton Worldwide Holdings Inc | Management and Franchise 30.20 % |
| Host Hotels and Resorts Inc | Hotel Ownership 100.00 % |
| Hyatt Hotels Corporation | Management and franchising 72.31 % |
| Wyndham Hotels and Resorts inc | Hotel Franchising 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Extended Stay America Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Extended Stay America Inc | 3,653 | 127,850 | 12,442 |
| Marriott International Inc | 95,812 | 64,986 | 6,249 |
| Hilton Worldwide Holdings Inc | 73,994 | 68,599 | 8,703 |
| H World Group Ltd | 34,570 | 29,655,738 | 5,991,803 |
| Host Hotels and Resorts Inc | 15,682 | 38,055,556 | 6,333,333 |
| Hyatt Hotels Corporation | 15,650 | 29,554 | 335 |
| PEERS TOTAL | 265,748 | 74,695 | 7,576 |
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Extended Stay America Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Host Hotels and Resorts Inc | United States 98.66 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Extended Stay America Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Hotels, Tourism & Amusement industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (59 companies). See the full Hotels, Tourism & Amusement industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 44.48 % | 55.05 % (avg) | -10.6 pp |
| Operating Margin | 19.70 % | industry median | +20.1 pp |
| EBITDA Margin | 34.28 % | 11.67 % (avg) | +22.6 pp |
| Capital Intensity (Capex / Revenue) | 6.04 % | 7.89 % (avg) | -1.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Extended Stay America Inc's Valuation vs Competitive Position
Valuation multiples vs the Hotels, Tourism & Amusement industry average (59 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Hotels, Tourism & Amusement industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 151.2x | 29.1x | +122.1x |
| EV / EBITDA | 15.6x | 15.4x | +0.2x |
| P/B | 2.8x | 4.3x | -1.5x |
| Return on Equity | 8.94 % | industry aggregate | 24.43 % |
| Return on Invested Capital | 3.56 % | 6.03 % (avg) | -2.47 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Extended Stay America Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|
| Revenue Growth | 5.16 % | -1.10 % | 0.95 % | 59.01 % | -20.36 % | -14.44 % |
| Operating Margin | 38.92 % | 28.39 % | 28.15 % | 18.26 % | 26.42 % | 19.36 % |
| Return on Invested Capital | 12.59 % | 5.53 % | 5.77 % | 6.23 % | 5.52 % | 3.48 % |
| P/E | 23.2x | 47.4x | 45.3x | 22.0x | 39.0x | 100.7x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Extended Stay America Inc's Strategic Group Map
Every company in Extended Stay America Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Extended Stay America Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Extended Stay America Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 6.04 % vs industry average 7.89 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Extended Stay America Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Extended Stay America Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Extended Stay America Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Extended Stay America Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Extended Stay America Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 20.1 points above the industry median.
- Return on equity 24.4 points above the industry aggregate.
Weaknesses
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (38.50 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-67.6% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Extended Stay America Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Extended Stay America Inc | 1.93 | 1.72 | 2.48 |
| Marriott International Inc | 0.06 | 0.47 | - |
| Hilton Worldwide Holdings Inc | 0.20 | 0.65 | - |
| H World Group Ltd | 0.54 | 0.91 | 0.45 |
| Host Hotels and Resorts Inc | 3.12 | 3.77 | 0.98 |
| Hyatt Hotels Corporation | 0.21 | 0.66 | 1.58 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Extended Stay America Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Extended Stay America Inc | Q1 2021 | -2.5 % | +57.6 % |
| Marriott International Inc | Q2 2026 | +4.8 % | +0.4 % |
| Hilton Worldwide Holdings Inc | Q2 2026 | +6.5 % | +9.0 % |
| H World Group Ltd | Q4 2025 | +10.5 % | +72.0 % |
| Host Hotels and Resorts Inc | Q1 2026 | +3.2 % | +99.6 % |
| Hyatt Hotels Corporation | Q2 2026 | +1.2 % | - |
| PEERS TOTAL | +6.8 % | +29.9 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Extended Stay America Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Extended Stay America Inc | Q1 2021 | -41.9 % | -60.8 % |
| Marriott International Inc | Q2 2026 | - | -1.9 % |
| Hilton Worldwide Holdings Inc | Q2 2026 | - | -14.0 % |
| H World Group Ltd | Q4 2025 | +125.0 % | -50.0 % |
| Host Hotels and Resorts Inc | Q1 2026 | +101.8 % | -16.4 % |
| Hyatt Hotels Corporation | Q2 2026 | - | -50.0 % |
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Extended Stay America Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Extended Stay America Inc | 2.44% | 2.19% | 8.94% |
| Marriott International Inc | 9.30% | 16.43% | - |
| Hilton Worldwide Holdings Inc | 9.50% | 12.48% | - |
| H World Group Ltd | 7.89% | 10.82% | 39.92% |
| Host Hotels and Resorts Inc | 7.86% | 7.07% | 15.37% |
| Hyatt Hotels Corporation | 0.56% | 0.59% | 2.21% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Extended Stay America Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Extended Stay America Inc | 172.79 | 3.53 |
| Marriott International Inc | 37.62 | 3.56 |
| Hilton Worldwide Holdings Inc | 47.59 | 5.93 |
| H World Group Ltd | 47.62 | 9.55 |
| Host Hotels and Resorts Inc | 15.55 | 2.54 |
| Hyatt Hotels Corporation | 197.38 | 2.19 |
| PEERS AVERAGE | 39.67 | 4.02 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.