HHH vs OZ
HHH: A diversified holding company and large-scale master-planned community developer transitioning into specialty insurance through acquisitions, with a real estate portfolio spanning ~101,000 acres across five states. OZ: The only publicly traded qualified opportunity fund that invests in commercial and mixed-use real estate in economically distressed zones while offering investors favorable capital gains tax treatment.
Side-by-side fundamentals
| Metric | HHH | OZ | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $65.95 | $45.17 | |
| Market cap as of 2026-07-30 | $4.0B | $180M | |
| P/E as of 2026-07-30 | 32.92 | n/a | |
| PEG as of 2026-07-30 | n/a | -0.10 | |
| Net margin as of 2026-07-30 | +8.0% | -360.3% | HHH higher |
| Gross margin as of 2026-07-30 | +48.0% | -47.8% | HHH higher |
| Operating margin as of 2026-07-30 | +21.4% | -369.1% | HHH higher |
| ROE as of 2026-07-30 | +3.3% | -15.2% | HHH higher |
| ROA as of 2026-07-30 | +1.1% | -7.5% | HHH higher |
| Debt / equity as of 2026-07-30 | 1.53 | 1.04 | OZ lower |
| Revenue growth (YoY) as of 2026-07-30 | -17.3% | +186.6% | OZ higher |
| Revenue CAGR (3y) SEC XBRL | -0.3% | +87.6% | OZ higher |
| Beta as of 2026-07-30 | 1.15 | 0.27 | |
| 1-year return as of 2026-07-27 close | -5.5% | -31.6% | HHH higher |
Fundamentals: market data, as of 2026-07-30. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.