Does Soho House Stock Lead the Pack?
Soho House’s stock has shown mixed returns over the past year, lagging some high-performing peers, but how does its unique membership model truly measure up against the sector’s giants? As of January 15, 2026, a closer look reveals solid revenue growth but significant profitability challenges, marked by a negative PE ratio and thin operating and free cash flow margins. This raises questions about its long-term financial resilience amid high operational costs and rapid expansion.
- SHCO’s 2.4% operating margin, lowest vs. HLT’s 22.0%, signals cost inefficiencies or less pricing power.
- SHCO’s 8.5% LTM revenue growth, ahead of H, MAR, HLT but behind LTH, RH, suggests niche market capture but not top-tier expansion.
- SHCO’s 14.4% stock gain, with PE of -22.4, lags MAR and HLT’s stronger returns, reflecting investor concerns on profitability despite market interest.
Here’s how Soho House stacks up across size, valuation, and profitability versus key peers.
| SHCO | LTH | H | MAR | HLT | RH | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1.7 | 5.9 | 16.2 | 88.5 | 70.6 | 4.2 |
| Revenue ($ Bil) | 1.3 | 2.9 | 6.9 | 25.9 | 11.7 | 3.4 |
| PE Ratio | -22.4 | 20.4 | -184.2 | 33.9 | 42.4 | 38.2 |
| LTM Revenue Growth | 8.5% | 15.8% | 3.1% | 4.7% | 6.7% | 9.7% |
| LTM Operating Margin | 2.4% | 15.1% | 6.5% | 16.0% | 22.0% | 10.6% |
| LTM FCF Margin | 1.4% | 2.4% | 1.5% | 7.4% | 19.6% | 3.7% |
| 12M Market Return | 14.4% | 6.5% | 10.2% | 19.2% | 24.0% | -47.8% |
For more details on Soho House, read Buy or Sell SHCO Stock. Below we compare SHCO’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SHCO | 8.5% | – | 7.0% | 15.3% | 74.1% |
| LTH | 15.8% | – | 18.2% | 21.6% | 38.3% |
| H | 3.1% | – | -0.3% | 13.2% | 94.6% |
| MAR | 4.7% | – | 5.8% | 14.2% | 49.9% |
| HLT | 6.7% | – | 9.2% | 16.7% | 51.6% |
| RH | 9.7% | 5.0% | -15.6% | -4.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SHCO | 2.4% | – | 0.6% | -0.5% | -6.9% |
| LTH | 15.1% | – | 13.6% | 10.2% | 6.1% |
| H | 6.5% | – | 6.3% | 5.0% | 7.2% |
| MAR | 16.0% | – | 15.3% | 16.5% | 16.7% |
| HLT | 22.0% | – | 21.2% | 22.1% | 23.9% |
| RH | 10.6% | 10.1% | 12.1% | 20.1% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SHCO | -22.4 | – | -10.7 | -11.2 | -6.4 |
| LTH | 20.4 | – | 34.3 | 56.9 | -1628.0 |
| H | -184.2 | – | 12.3 | 74.8 | 31.3 |
| MAR | 33.9 | – | 37.1 | 27.3 | 31.0 |
| HLT | 42.4 | – | 46.4 | 56.8 | 39.9 |
| RH | 38.2 | 45.7 | 61.3 | 13.0 |
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