WallStSmart

Soho House & Co Inc. (SHCO)vsWyndham Hotels & Resorts Inc (WH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wyndham Hotels & Resorts Inc generates 11% more annual revenue ($1.43B vs $1.29B). WH leads profitability with a 13.5% profit margin vs -6.0%. WH earns a higher WallStSmart Score of 56/100 (C).

SHCO

Avoid

33

out of 100

Grade: F

Growth: 6.7Profit: 3.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: -0.52

WH

Buy

56

out of 100

Grade: C

Growth: 3.3Profit: 7.5Value: 7.3Quality: 3.8
Piotroski: 3/9Altman Z: 0.98
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SHCO.

WHSignificantly Overvalued (-106.0%)

Margin of Safety

-106.0%

Fair Value

$38.60

Current Price

$79.19

$40.59 premium

UndervaluedFair: $38.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHCO1 strengths · Avg: 10.0/10
Debt/EquityHealth
-7.1310/10

Conservative balance sheet, low leverage

WH2 strengths · Avg: 9.0/10
Return on EquityProfitability
34.5%10/10

Every $100 of equity generates 35 in profit

PEG RatioValuation
0.588/10

Growing faster than its price suggests

Areas to Watch

SHCO4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.76B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WH4 concerns · Avg: 3.3/10
P/E RatioValuation
31.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.8x4/10

Trading at 12.8x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : SHCO

The strongest argument for SHCO centers on Debt/Equity. Revenue growth of 11.2% demonstrates continued momentum.

Bull Case : WH

The strongest argument for WH centers on Return on Equity, PEG Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.

Bear Case : SHCO

The primary concerns for SHCO are EPS Growth, Market Cap, Operating Margin.

Bear Case : WH

The primary concerns for WH are P/E Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

SHCO profiles as a turnaround stock while WH is a declining play — different risk/reward profiles.

WH carries more volatility with a beta of 0.72 — expect wider price swings.

SHCO is growing revenue faster at 11.2% — sustainability is the question.

WH generates stronger free cash flow (136M), providing more financial flexibility.

Bottom Line

WH scores higher overall (56/100 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.

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.

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Wyndham Hotels & Resorts Inc

CONSUMER CYCLICAL · LODGING · USA

Wyndham Hotels & Resorts, Inc. is a global hotel franchisor. The company is headquartered in Parsippany, New Jersey.

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