Added to YB: 2025-09-18
Pitch date: 2025-09-17
FPH [bullish]
Five Point Holdings, LLC
-14.06%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
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
$384.1M
Pitch Price
$6.40
Price Target
15.00 (+173%)
Dividend
N/A
EV/EBITDA
9.93
P/E
11.36
EV/Sales
18.34
Sector
Real Estate Management and Development
Category
value
Land Grab - Five Point Holdings
FPH: Mgmt granted unprecedented 100% performance-based RSUs (vs historical 50/50 mix) w/ share price hurdles from $11.50-$22.50 (105%-302% premiums). Unusual Sept timing vs March norm, 10-Q shows $3.4M added for 'growth opportunities', first investor presentation suggests capital return potential. NAV est $10-15/share vs ~$5.59 current.
Read full article (4 min)