Added to YB: 2025-10-03
Pitch date: 2025-10-01
FPH [neutral]
Five Point Holdings, LLC
-8.03%
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
$6.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.65
P/E
4.89
EV/Sales
11.15
Sector
Real Estate Management and Development
Category
special_situation
Five Point Holdings, LLC - $FPH
FPH: CEO/CFO/COO got aggressive stock grants Sept 3 requiring 15-32% IRR over 5yrs (stock must 4x for max payout). Sept 26 debt refinancing to 2030 removed restrictions on dividends/buybacks, added cash to leverage calc. Timing suggests spring-loaded grants before capital return catalyst.
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