Howard Hughes Holdings Inc. HHH
Moat and Optionality hold this up; Risk is the soft spot.
| Moat | 5.0 |
| Management | 3.0 |
| Valuation | 3.0 |
| Risk · 10 = lowest | 3.0 |
| Business model | 4.0 |
| Optionality | 5.0 |
The price needs 4.0% growth a year for ten years. The AI thinks 2.0% is achievable, at a 35.0% margin.
The -2.0% gap shows HHH is overvalued, with achievable 2.0% AFFO growth at 35.0% margin below the 4.0% needed for the current price, reducing upside potential.
Howard Hughes Holdings Inc., together with its subsidiaries, develops master planned communities (MPCs) in the United States. It operates through three segments: Operating Assets, MPC, and Strategic Developments. The Operating Assets segment acquires or develops retail, office, and multifamily properties, as well as invests in other real estate properties. The MPC segment plans, develops, and sells land in large scale and long term community development projects to homebuilders and developers. The Strategic Developments segment develops residential condominium and commercial property projects, as well as various other properties. The company was founded in 2010 and is headquartered in The Woodlands, Texas.
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