Professional
Added to YB: 2025-07-14
Pitch date: 2025-06-28
FPH [bullish]
Five Point Holdings, LLC
+0.9%
current return
Author Info
No bio for this author
Company Info
Five Point Holdings, LLC designs, owns, and develops mixed-use planned communities in Orange County, Los Angeles County, and San Francisco County.
Market Cap
$447.3M
Pitch Price
$5.56
Price Target
15.00 (+167%)
Dividend
N/A
EV/EBITDA
7.65
P/E
4.89
EV/Sales
11.15
Sector
Real Estate Management and Development
Category
turnaround
Sharmos Capital Partners: Five Point Holdings
FPH: CA land developer w/ 3 main assets (Orange County, San Francisco, LA County). Inflection point in cash flow w/ Great Parks monetization. $200M projected 2025 earnings on $800M market cap (4x P/E). Strong balance sheet w/ net cash. NAV ~$15/share vs $5.60 current. Backed by Lennar (38.8%), GFFP (16.9%), Robotti (4.5%). PT: $15