The Howard Hughes's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of The Howard Hughes (HHC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: The Howard Hughes vs Its Competitors
- TTM: Trailing 12-month revenue of 2,260M vs 6,366M combined for tracked competitors (26.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+78.6% annualized vs trailing 12 months), vs decelerating (-2.1%) for its tracked peer group.
- Growth: The Howard Hughes generated 286.8% revenue growth year over year in Q2 2026, vs -4.4% for its tracked competitors combined.
- Profitability: Its 18.3% net margin compares with 4.1% for the peer group.
- Peer revenue share: The Howard Hughes accounted for 39.3% of combined revenue among its tracked peer group, up from 13.8% a year earlier.
- Peer differentiation: Revenue per employee of $2.05M compares with $2.17M for the peer group (0.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
HHC Sales vs. its Competitors, Q2 2026
The Howard Hughes reported revenue growth of 286.84 % year on year in Q2 2026, above its competitors' combined revenue change of -4.42 %.
With a net margin of 18.26 %, The Howard Hughes achieved higher profitability than its competitors (4.07 %).
The Howard Hughes generated 39.30 % of the combined sales of its peer group, up from 13.79 % a year earlier.
The Howard Hughes vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across The Howard Hughes and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| The Howard Hughes Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across The Howard Hughes's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -0.8% year over year, combined, vs 286.8% for The Howard Hughes. The Howard Hughes's share of combined industry revenue moved from 0.36% to 1.41%, a gain of 1.05 percentage points.
The Howard Hughes's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| The Howard Hughes Corporation | Yes | Yes | Yes | No |
| Competitors combined (7) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
HHC Stock Performance relative to its Competitors
HHC Stock Performance relative to High-Confidence Competitors
HHC Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Prologis Inc | 282.9% | Outperformed |
| 2 | Simon Property Group inc | 282.9% | Outperformed |
| 3 | Vornado Realty Trust | 282.9% | Outperformed |
| 4 | Bxp Inc | 282.9% | Outperformed |
| 5 | Sl green Realty corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for The Howard Hughes's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
The Howard Hughes's Comment on Competition and Industry Peers
Publicly Traded Peers of The Howard Hughes Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| The Howard Hughes Corporation | - | 2,259.79 |
| Prologis Inc | 126,843.32 | 8,948.19 |
| Simon Property Group inc | 66,717.83 | 6,648.59 |
| Bxp Inc | 10,037.47 | 3,525.68 |
| Alexandria Real Estate Equities Inc | 8,324.21 | 2,840.16 |
| Vornado Realty Trust | 6,517.47 | 1,807.95 |
| SUBTOTAL | 226,000.88 | 28,158.51 |
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Sources: The Howard Hughes Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on The Howard Hughes Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
The Howard Hughes's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| HHH | Named by the company | 85% |
| Ernst and Young | Named by the company | 85% |
| Summerlin | Named by the company | 85% |
| AvalonBay Communities | Named by the company | 85% |
| RCLCO | Named by the company | 85% |
| Floreo | Named by the company | 85% |
| Bridgeland | Named by the company | 85% |
| Robert Charles Lesser & Co., LLC (RCLCO) | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for The Howard Hughes's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
The Howard Hughes's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| The Howard Hughes Corporation | Operating Assets 50.53 % |
| Prologis Inc | Real Estate Operations Segment 93.26 % |
| Alexandria Real Estate Equities Inc | Reportable Segment, Aggregation before Other Operating 93.26 % |
| Vornado Realty Trust | New York 82.22 % |
| Kilroy Realty Corporation | Office and Life Science Properties 100.00 % |
| Sl green Realty corp | Real Estate 83.75 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
The Howard Hughes's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| The Howard Hughes Corporation | - | 2,054,352 | 295,714 |
| Prologis Inc | 126,843 | 3,193,499 | 1,417,057 |
| Simon Property Group inc | 66,718 | 1,846,829 | 1,515,221 |
| Bxp Inc | 10,037 | 4,268,383 | 500,507 |
| Alexandria Real Estate Equities Inc | 8,324 | 53,588,000 | -15,731,906 |
| Vornado Realty Trust | 6,517 | 574,865 | 259,254 |
| PEERS TOTAL | 226,001 | 2,166,170 | 829,030 |
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The Howard Hughes's Position in Industry Market Structure
Market-capitalization share and concentration across all 182 companies in The Howard Hughes's industry classification, broader than the peer set above. Market cap in millions of $.The Howard Hughes ranks #0 of 182 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 416, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Welltower Inc | 169,188 | 11.85 % |
| 2 | Prologis Inc | 126,819 | 8.89 % |
| 3 | Equinix Inc | 100,233 | 7.02 % |
| 4 | American Tower Corporation | 78,333 | 5.49 % |
| 5 | Simon Property Group inc | 1,234 | 5.2% |
| 6 | Digital Realty Trust Inc | 1,234 | 5.2% |
| 7 | Realty Income Corporation | 1,234 | 5.2% |
| 8 | Public Storage | 1,234 | 5.2% |
| 9 | Ventas inc | 1,234 | 5.2% |
| 10 | Iron Mountain Inc | 1,234 | 5.2% |
| 0 | The Howard Hughes Corporation | - | 0.00 % |
Market cap and industry share for the rest of The Howard Hughes's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2023-08-11.
The Howard Hughes's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Real Estate Investment Trusts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (194 companies). See the full Real Estate Investment Trusts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | - | 71.22 % (avg) | - |
| Operating Margin | 25.79 % | industry median | -2.2 pp |
| EBITDA Margin | 31.86 % | 37.42 % (avg) | -5.6 pp |
| Capital Intensity (Capex / Revenue) | 7.38 % | 23.97 % (avg) | -16.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
The Howard Hughes's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -3.23 % | 22.17 % | -46.22 % | 104.13 % | 12.65 % | -36.33 % | 79.71 % | -18.03 % |
| Operating Margin | 10.03 % | 11.56 % | -17.09 % | 16.94 % | 22.95 % | -51.48 % | 28.37 % | 24.74 % |
| Return on Invested Capital | 1.11 % | 1.40 % | -0.99 % | 2.00 % | 2.93 % | -4.07 % | 4.08 % | 3.25 % |
| P/E | 73.7x | 68.4x | - | 78.2x | 19.9x | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
The Howard Hughes's Strategic Group Map
Every company in The Howard Hughes's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. The Howard Hughes is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
The Howard Hughes's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 416 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 7.38 % vs industry average 23.97 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See The Howard Hughes's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See The Howard Hughes's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
The Howard Hughes's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
The Howard Hughes falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
The Howard Hughes's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Return on equity 5.4 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+78.6% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
No rule matched.
Opportunities
- A meaningful share of tracked competitors (42.90 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-2.1% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
The Howard Hughes's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| The Howard Hughes Corporation | 0.65 | 1.10 | 1.89 |
| Prologis Inc | 0.60 | 0.60 | 0.61 |
| Simon Property Group inc | 481.01 | 876.45 | 5.95 |
| Bxp Inc | 0.75 | 0.89 | 1.45 |
| Alexandria Real Estate Equities Inc | 0.21 | 0.30 | 0.61 |
| Vornado Realty Trust | 2.83 | 3.06 | 0.79 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
The Howard Hughes's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| The Howard Hughes Corporation | Q2 2026 | +286.8 % | - |
| Prologis Inc | Q1 2026 | +7.4 % | +63.4 % |
| Simon Property Group inc | Q1 2026 | +19.3 % | +19.0 % |
| Bxp Inc | Q2 2026 | +3.1 % | -14.0 % |
| Alexandria Real Estate Equities Inc | Q2 2026 | -13.0 % | - |
| Vornado Realty Trust | Q1 2026 | -0.5 % | - |
| PEERS TOTAL | +17.4 % | +36.1 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
The Howard Hughes's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| The Howard Hughes Corporation | Q2 2026 | - | -34.4 % |
| Prologis Inc | Q1 2026 | -83.2 % | -36.5 % |
| Simon Property Group inc | Q1 2026 | +24.8 % | -9.5 % |
| Bxp Inc | Q2 2026 | +1.2 % | +13.1 % |
| Alexandria Real Estate Equities Inc | Q2 2026 | -7.6 % | -7.3 % |
| Vornado Realty Trust | Q1 2026 | - | +229.8 % |
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The Howard Hughes's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| The Howard Hughes Corporation | 3.30% | 3.67% | 11.34% |
| Prologis Inc | 4.04% | 2.58% | 6.90% |
| Simon Property Group inc | 14.83% | 12.17% | 120.40% |
| Bxp Inc | 1.61% | 1.44% | 5.40% |
| Alexandria Real Estate Equities Inc | - | - | - |
| Vornado Realty Trust | 5.19% | 5.08% | 13.13% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
The Howard Hughes's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| The Howard Hughes Corporation | 16.06 | - |
| Prologis Inc | 33.62 | 14.18 |
| Simon Property Group inc | 14.28 | 10.03 |
| Bxp Inc | 33.81 | 2.85 |
| Alexandria Real Estate Equities Inc | - | 2.93 |
| Vornado Realty Trust | 8.36 | 3.60 |
| PEERS AVERAGE | 22.08 | 8.03 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.