Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Soho House (SHCO-N) went public in 2021 and experienced a plunge in 2022, but doubled in value afterward, still lagging behind its IPO price. The company has a core membership business with selective favoritism towards creatives. With a rise in membership and revenue growth, they are moving in the right direction, despite being far from profitability. While the company is slowing down expansion to improve margins and aims to become free cash flow-positive, it remains a speculative play for investors.

Consensus
Mixed
Valuation
Fair Value
RISKY
Soho House

It went public in 2021, plunged in 2022, doubled, but still badly lags its IPO price. What's interesting is its core membership business. It started in London and has expanded internationally. They select members, favouring creatives. Maybe that's why the stock didn't start well, because they didn't include others, like portfolio managers. Q3-2023, membership rose 21% over the year before and 3% from the previous quarter. It won't accept members in New York, London and L.A. this year. They're getting popular. Their most recent quarter saw 13% revenue growth (from recurring revenue membership fees). Not pleased they're a long way from a profit, but they're moving in the right direction. EBITDA more than doubled last year, but they need to invest a lot to build out properties. They've slowed down expansion to improve margins. They want to go free cash flow-positive this year. They got killed in their last quarter, but didn't comment on that. Bottom line: a spec play. You can buy a small position, then buy more if management gives a good forecast. The risk-averse can wait and watch.

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Soho House(SHCO-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Soho House is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Soho House(SHCO-N) Frequently Asked Questions

What is Soho House stock symbol?

Soho House is a American stock, trading under the symbol SHCO-N on the New York Stock Exchange (SHCO). It is usually referred to as NYSE:SHCO or SHCO-N

Is Soho House a buy or a sell?

In the last year, 1 stock analyst published opinions about SHCO-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Soho House.

Is Soho House a good investment or a top pick?

Soho House was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Soho House.

Why is Soho House stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Soho House worth watching?

In the last year, there was no coverage of Soho House published on Stockchase.

What is Soho House stock price?

On 2024-07-26, Soho House (SHCO-N) stock closed at a price of $5.18.