Professional
Added to YB: 2026-05-21
Pitch date: 2026-04-24
FA [bullish]
First Advantage Corporation
+23.13%
current return
Author Info
Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.
Company Info
First Advantage Corporation provides employment background screening, digital identity, and verification solutions internationally.
Market Cap
$2.6B
Pitch Price
$12.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.93
P/E
310.68
EV/Sales
2.78
Sector
Professional Services
Category
growth
Optimist Fund Added On Portfolio Holding: First Advantage Corporation
FA (added to position): Q4 organic growth accelerated to 12% YoY from negative entering 2025. Trading <10x 2026 EPS for biz capable of 20%+ EPS CAGR over 5yrs. AI concerns misplaced. Mgmt confident in trajectory, announced $100M buyback Feb. Added to position Q1.
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