H vs KBH
Hyatt vs KB Home — AI-powered side-by-side comparison
| Metric | H | KBH |
|---|
| AI Score |
50
|
58
|
| Price |
$177.14
|
$56.38
|
| P/E Ratio |
205.83×
|
13.60×
|
| ROE |
-1.6%
|
11.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
20.4%
|
16.9%
|
| Debt / Equity |
1.36×
|
0.53×
|
| Dividend Yield |
0.3%
|
1.8%
|
| RSI (14) |
42.2
|
56.6
|
| Beta |
1.351
|
1.344
|
| Expected Upside |
+2.0%
|
+0.7%
|
AI Committee View
Current Innellis committee reasoning for H versus KBH.
KBH leads by 8 points.
KBH scores 58/100 (Buy) versus H at 50/100 (Watch).
H Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Value Analyst remains cautious — p/e of 214.8 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 214.8 is expensive by classic value standards — Value
- Price-to-book of 4.6x prices in significant intangible value — Value
- ROE of only 2.4% -- cheap may mean cheap for a reason — Value
KBH Committee View
40% agreement
5 analysts
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 12.7 is inexpensive for the broad market. Growth Analyst remains cautious — revenue declining -17.5% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 12.7 is inexpensive for the broad market — Value
- Price-to-book of 1.1x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Revenue declining -17.5% YoY -- this is not a growth story right now — Growth
- EPS declining -45.5% YoY despite any revenue growth — Growth
- MACD histogram negative -- bearish momentum — Technical