Soho House & Co

Global Expansion And Operational Improvements Will Drive Future Performance

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Mar 25

Updated

01 May 25

Views

n/a

AnalystConsensusTarget's Fair Value

n/a

26.4%

0.1%

26.4%

0.1%

You can edit this narrative until May 12 6:02 AM. Then, changes will post as Updates.

Author's Valuation

US$90.7% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates6

Shared on 01 May 25

Fair value Decreased 1.32%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.33%

AnalystConsensusTarget has increased future PE multiple from 18.3x to 22.7x and increased discount rate from 11.4% to 13.0%.

Shared on 02 Apr 25

Fair value Decreased 17%

Shared on 26 Mar 25

Fair value Increased 20%

AnalystConsensusTarget has increased revenue growth from 7.6% to 9.2%, decreased profit margin from 8.0% to 7.0%, decreased discount rate from 13.2% to 11.4% and decreased shares outstanding growth rate from -0.0% to -0.1%.

AnalystConsensusTarget Fair Value

US$9

0.7% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

7.96%

Hospitality revenue growth rate

0.49%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

13.32%

Calculation

US$13.71m

Earnings '28

188.90x

PE Ratio '28

US$2.59b

Market Cap '28

US$2.59b

Market Cap '28

198.27m

No. shares '28

US$13.06

Share Price '28

US$13.06 Share Price '28

Discounted to 2025 @ 13.28% p.a.

US$8.99

Fair Value '25