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v0.1
HHH$63.35+0.73%
Fair $63.35+0.0%

HHH

Howard Hughes Holdings Inc.

Real Estate / Real Estate - DevelopmentNYSE

$63.35

+0.46 (+0.73%)

Fairly Valued+0.0%Fair Value $63.35Fund rank 30/100 · PassSEC 5/5 yrs|
SA 30/D
F-Score: 5/9
Low Profitability

Book/ROE base 3Y

$25.26

-26.4% CAGR · P/B 0.4x

Book/ROE base 5Y

$25.27

-16.8% base · -11.2% expected

Precio de entrada

$11.93

MOS 17% · confianza 91%

Book/ROE escenarios

audited · book/share $67.36 · quality 17.0/100

Pass 30/100
Bear 5Y$20.51-20.2%
Base 5Y$25.27-16.8%
Bull 5Y$68.99+1.7%
Return 0/100Downside 19/100Model quality 37/100Data QA 88/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

30/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

-11.2%

5/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 5Warnings: 1sec-companyfacts: 5
Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 3.3%, below the 5% threshold
Thesis & Journal · HHHLocal privado en este navegador · Howard Hughes Holdings Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$3.8B

P/E

28.8x

↑

EV/EBITDA

14.0x

↑

ROE

3.3%

↓

Gross Margin

43.6%

↑

Debt/Equity

1.35

↑
52-Week Range$63
$61$91

TradingView lightweight chart

HHH price, volumen y niveles de valoración

Último $63.35Periodo +74.9%
Buy zone: $11.93Bear 5Y: $20.51Fair value: $63.35Base 5Y: $25.27Bull 5Y: $68.99

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+0.8%

FCF CAGR

—

FCF margin

31.1%

FCF / Net income

3.70x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $1.47B · net income $123.9M · FCF $458.9M

2021-FY → 2025-FY

Gross margin

43.6%— pts

Operating margin

22.5%+5.5% pts

Net margin

8.4%+5.0% pts

FCF margin

31.1%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
Income Statement
Revenue$1.47B$1.47B$1.75B$908.8M$1.49B$1.43B
Net Income$123.9M$123.9M$197.7M$-551.8M$184.5M$48.9M
EBITDA$515.0M$515.0M$710.4M$436.4M$602.2M$447.0M
EPS2.212.213.96-11.123.651.03
Gross Margin43.6%43.6%41.8%49.8%43.1%—
Operating Margin22.5%22.5%32.0%23.8%28.5%16.9%
Net Margin8.4%8.4%11.3%-60.7%12.4%3.4%
Balance Sheet
Debt/Equity1.351.351.851.721.36—
Current Ratio2.332.33————
Cash Flow
Free Cash Flow$458.9M$458.9M$394.4M$-265.8M$323.2M—
Returns
ROE3.3%3.3%7.1%-18.4%5.2%—
Valuation
P/E28.8228.8216.08—17.4561.83
EV/EBITDA13.9713.9711.7819.3413.19—
P/B0.950.951.151.060.910.94
Growth & Yield
Revenue Growth-15.8%-15.8%92.6%-39.0%4.3%—
EPS Growth-44.2%-44.2%135.6%-404.7%254.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

36.5%

muy exigente

EPS terminal req.

$5.62

Spread vs growth

-80.7%

5Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$6.80

Spread vs growth

-69.4%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$10.95

Spread vs growth

-61.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -6.0%

Total return

-6.0%

Start / end P/E

17.0x → 28.7x

EPS bridge

3.96 → 2.21

Residual

-30.3%

EPS growth-44.2%
Multiple rerating+68.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-30.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.