Professional
Added to YB: 2025-07-14
Pitch date: 2025-06-28
FPH [bullish]
Five Point Holdings, LLC
-10.97%
current return
Author Info
No bio for this author
Company Info
Five Point Holdings, LLC designs, develops, and owns mixed-use planned communities in California, the United States.
Market Cap
$349.8M
Pitch Price
$5.56
Price Target
15.00 (+203%)
Dividend
N/A
EV/EBITDA
15.15
P/E
7.55
EV/Sales
18.33
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