Hyatt Hotels Corporation (H)vsSoho House & Co Inc. (SHCO)
H
Hyatt Hotels Corporation
$163.07
+1.04%
CONSUMER CYCLICAL · Cap: $15.18B
SHCO
Soho House & Co Inc.
$8.99
-0.11%
CONSUMER CYCLICAL · Cap: $1.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Hyatt Hotels Corporation generates 163% more annual revenue ($3.39B vs $1.29B). H leads profitability with a 2.3% profit margin vs -0.1%. H earns a higher WallStSmart Score of 53/100 (C-).
H
Buy53
out of 100
Grade: C-
SHCO
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.9%
Fair Value
$117.15
Current Price
$163.07
$45.92 premium
Intrinsic value data unavailable for SHCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 110.5% YoY
Growing faster than its price suggests
Conservative balance sheet, low leverage
Areas to Watch
ROE of 2.4% — below average capital efficiency
2.3% margin — thin
Elevated debt levels
Weak financial health signals
0.1% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : H
The strongest argument for H centers on EPS Growth, PEG Ratio. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : SHCO
The strongest argument for SHCO centers on Debt/Equity.
Bear Case : H
The primary concerns for H are Return on Equity, Profit Margin, Debt/Equity. A P/E of 198.9x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Bear Case : SHCO
The primary concerns for SHCO are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
H profiles as a value stock while SHCO is a turnaround play — different risk/reward profiles.
H carries more volatility with a beta of 1.34 — expect wider price swings.
SHCO is growing revenue faster at 0.1% — sustainability is the question.
SHCO generates stronger free cash flow (-3M), providing more financial flexibility.
Bottom Line
H scores higher overall (53/100 vs 33/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hyatt Hotels Corporation
CONSUMER CYCLICAL · LODGING · USA
Hyatt Hotels Corporation is a hotel company in the United States and internationally. The company is headquartered in Chicago, Illinois.
Visit Website →Soho House & Co Inc.
CONSUMER CYCLICAL · LODGING · USA
Soho House & Co Inc. is a global membership-driven hospitality company that operates a collection of private members' clubs, hotels, and restaurants, catering primarily to creative professionals and elites across various cities. Known for its unique blend of luxury and community, Soho House offers a distinctive experience focused on quality design and personalized service. With a growing portfolio strategically positioned in key urban locations, the company aims to capitalize on the increasing demand for premium lifestyle offerings. Soho House continues to expand its global footprint while enhancing its brand value through tailored experiences that foster creativity and connection among its members.
Visit Website →Compare with Other LODGING Stocks
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