Professional
Added to YB: 2025-08-14
Pitch date: 2025-08-08
RICK [neutral]
RCI Hospitality Holdings, Inc.
-22.19%
current return
Author Info
Ace River Capital is a concentrated, long-term fund focused on asymmetric risk/reward opportunities. Sign up for the newsletter.
Company Info
RCI Hospitality Holdings, Inc., through its subsidiaries, engages in the hospitality and related businesses in the United States.
Market Cap
$209.5M
Pitch Price
$34.70
Price Target
N/A
Dividend
1.17%
EV/EBITDA
5.25
P/E
12.91
EV/Sales
1.61
Sector
Hotels, Restaurants and Leisure
Category
growth
Ace River Capital Portfolio Holding: RCI Hospitality Holdings, Inc.
RICK (holding update): Only public adult nightclub owner in US; 57 clubs + 12 Bombshells sports bars. Limited new adult licenses creates local monopolies with excellent unit economics. Long runway via M&A as preferred buyer with 500+ targets. Steady ops, strong FCF, undervalued vs normalized earnings power. Management shows capital allocation discipline.
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