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DCF valuation

What is Howard Hughes Holdings Inc. worth?

With the base-case assumptions below, a discounted cash flow model on Howard Hughes Holdings Inc.'s reported free cash flow gives $155.60 per share. The share price was $68.43 on September 25, 2026, 56% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$417.6M
Average free cash flow, last 5 years
$85.9M
Cash
$2.65B
balance sheet of June 30, 2026
Debt
$0
not reported, counted as 0
Diluted shares, fiscal 2025
56,046,000
Revenue growth per year, last 4 years
0.8%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-4.0%-1.0%2.0%10.0%$114.78+68%
Base1.0%2.0%2.5%9.0%$155.60+127%
Bull6.0%4.5%3.0%8.0%$231.82+239%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$184.04$192.59$203.04$216.11$232.90
8.0%$162.92$168.46$175.02$182.88$192.49
9.0%$147.43$151.23$155.60$160.70$166.74
10.0%$135.60$138.29$141.35$144.84$148.87
11.0%$126.26$128.24$130.44$132.93$135.75

Where the presets come from

Base: years 1 to 5 grow at Howard Hughes Holdings Inc.'s revenue growth rate over the last 4 fiscal years (0.8% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Howard Hughes Holdings Inc. company page