Howard Hughes Holdings HHH
Howard Hughes Holdings scores weak on business quality (2.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Howard Hughes Holdings does
Howard Hughes Holdings develops and manages master-planned communities, selling land and commercial properties to generate revenue.
- What it does best
Building large master-planned communities that create localized monopolies, though its revenue growth sits in the bottom quartile at the 2nd sector percentile.
- The main risk
Rapid transition pressures complicate execution, leaving free cash flow negative at negative $1.0B while debt sits at $5.1B.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 20.1% while free cash flow margin rests in the bottom quartile at the 5th sector percentile, showing cash burn during scale.
Land assembly creates a localized footprint, but a gross margin sector percentile of 11 limits competitive insulation.
Revenue contracts 15.8% to $2.4B, reversing past gains and fading from historical levels.
Total debt reaches $5.1B against $1.4B in cash, while free cash flow drops to negative $1.0B after heavy capital spending of $1.8B, getting softer.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
2 insiders bought $1.7M on the open market. 1 sold $908K outside pre-planned sales.
Our sealed record on HHH
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Howard Hughes Holdings scores weak on the Cluenex quality check (2.8 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 2 insiders bought $1.7M on the open market. 1 sold $908K outside pre-planned sales.
Nov 9, 2026.
See HHH today
- Today's verdict on HHH, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Howard Hughes Holdings (HHH)”, https://cluenex.com/stocks/hhh/, data as of Oct 10, 2026.