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 drivers, and positioning within the hospitality and home-building sectors, presenting facts in a neutral, accessible manner. Educational content, not financial advice.

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...

Comparison Snapshot

Key Financial Metrics

H

Metric

TOL

$15.36B

Market Cap

$13.67B

8.92%

Potential Profit

5.59%

Buy

Analyst Rating

Buy

Investment Analysis

Hyatt

H

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

TOL

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.

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About The Companies

Hyatt (H)

Hyatt Hotels Corporation (ticker H) is a global hospitality group that develops, owns, manages and franchises hotels, resorts and vacation properties across a portfolio of premium and luxury brands, including Park Hyatt, Grand Hyatt, Hyatt Regency, Andaz and Hyatt Place. With a market capitalisation around $14.26 billion, Hyatt’s revenue mix includes room rates, food & beverage, meetings and events, loyalty programmes and management/franchise fees. The company has emphasised asset-light growth through management and franchise agreements and brand expansion in key leisure and urban markets. Investors should note Hyatt’s sensitivity to economic cycles, travel demand, currency movements and labour costs, and that competition in the sector is intense. This is general educational information only, not personal financial advice. Values can rise and fall and past performance is not a guarantee of future returns; suitability depends on individual circumstances.

Toll Brothers (TOL)

Toll Brothers Inc. (TOL) is a US-listed luxury homebuilder specialising in higher-priced single-family homes and active-adult communities across several US regions. With a market cap around $13.3bn, the company builds for a cyclical market where new-home demand, mortgage rates and consumer confidence drive sales. Investors should note Toll’s business relies on land inventory, lot development, and construction margins; backlog levels and the pace of closings are key near-term revenue indicators. Profitability can benefit from price appreciation, option upgrades and cost control, but is exposed to rising interest rates, higher materials and labour costs, and regional housing-market swings. The company’s balance sheet, access to financing and ability to convert backlog to closings matter for resilience in weaker markets. This summary is educational and not financial advice; values can fall as well as rise, and potential investors should assess suitability for their own circumstances and consult a qualified adviser.

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Comparison Snapshot