HyattToll Brothers

Hyatt vs Toll Brothers

Hyatt and Toll Brothers are compared on this page to illuminate how their business models, financial performance, and market context differ. The analysis focuses on organisational structure, revenue d...

Which Baskets Do They Appear In?

High-Touch Concierge

High-Touch Concierge

Discover companies that have perfected the art of elite, personalized service for wealthy clients. These carefully selected stocks represent businesses with strong customer loyalty, impressive pricing power, and resilient revenue streams even during economic downturns.

Published: June 17, 2025

Explore Basket
Travel

Travel

Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.

Published: May 23, 2025

Explore Basket

Investment Analysis

Hyatt

Pros

  • Hyatt Hotels Corporation has demonstrated a strong recent return on equity of 12.11%, significantly above its 10-year average, reflecting improved profitability.
  • The company operates a diversified portfolio of owned, leased, managed, and franchised hotel properties across multiple global regions, enhancing revenue resilience.
  • Hyatt has projected continued capital returns to shareholders with an estimated $350 million planned for 2025, indicating confidence in cash flow generation.

Considerations

  • Hyatt’s forward price-to-earnings ratio is relatively high at around 47, suggesting elevated valuation risk compared to historical levels.
  • The company faces inherent cyclicality and sensitivities linked to the travel and lodging industry, which can be impacted by economic downturns or travel restrictions.
  • Third quarter 2025 results showed a shift to a net loss despite revenue growth, signalling potential challenges in margin expansion or cost management.
Toll Brothers

Pros

  • Toll Brothers focuses on the premium homebuilding market with a strong brand presence in affluent regions, supporting resilient demand.
  • The company benefits from solid order backlog levels that provide revenue visibility amid ongoing housing market dynamics.
  • Toll Brothers maintains a strong liquidity position with healthy cash flow generation, allowing flexible capital deployment and debt management.

Considerations

  • Exposure to rising mortgage rates and broader macroeconomic uncertainties may weigh on demand and pricing power in the luxury home segment.
  • The homebuilding sector is cyclical and sensitive to housing market fluctuations, potentially impacting Toll Brothers during economic slowdowns.
  • Material and labour cost inflation pressures remain a risk to margins despite ongoing efforts to manage expenses and pricing.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

HyattOn

Hyatt vs On

Hyatt vs On: a concise comparison

HyattWynn Resorts

Hyatt vs Wynn Resorts

Hyatt vs Wynn Resorts: a company comparison

HyattAcuity

Hyatt vs Acuity

Hyatt vs Acuity: Stock comparison

Frequently asked questions