Huazhu Group Ltd (HTHT)vsSoho House & Co Inc. (SHCO)
HTHT
Huazhu Group Ltd
$42.66
-0.81%
CONSUMER CYCLICAL · Cap: $13.59B
SHCO
Soho House & Co Inc.
$8.99
-0.11%
CONSUMER CYCLICAL · Cap: $1.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Huazhu Group Ltd generates 1964% more annual revenue ($26.60B vs $1.29B). HTHT leads profitability with a 18.9% profit margin vs -0.1%. HTHT earns a higher WallStSmart Score of 74/100 (B).
HTHT
Strong Buy74
out of 100
Grade: B
SHCO
Avoid33
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 36 in profit
Strong operational efficiency at 31.1%
Generating 3.2B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
0.1% earnings growth
Distress zone — elevated risk
Elevated debt levels
0.1% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : HTHT
The strongest argument for HTHT centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 31.1%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : SHCO
The strongest argument for SHCO centers on Debt/Equity.
Bear Case : HTHT
The primary concerns for HTHT are P/E Ratio, EPS Growth, Altman Z-Score. Debt-to-equity of 2.43 is elevated, increasing financial risk.
Bear Case : SHCO
The primary concerns for SHCO are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
HTHT profiles as a mature stock while SHCO is a turnaround play — different risk/reward profiles.
SHCO carries more volatility with a beta of 0.69 — expect wider price swings.
HTHT is growing revenue faster at 10.8% — sustainability is the question.
HTHT generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
HTHT scores higher overall (74/100 vs 33/100), backed by strong 18.9% margins and 10.8% revenue growth. Both earn "Strong 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.
Huazhu Group Ltd
CONSUMER CYCLICAL · LODGING · China
Huazhu Group Limited, develops leased and owned, managed and franchised hotels mainly in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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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