Added to YB: 2025-10-03
Pitch date: 2025-10-01
FPH [neutral]
Five Point Holdings, LLC
-18.36%
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
$388.2M
Pitch Price
$6.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.69
P/E
5.68
EV/Sales
18.42
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.
Read full article (2 min)