Professional
Added to YB: 2026-07-31
Pitch date: 2026-07-29
RICK [neutral]
RCI Hospitality Holdings, Inc.
+10.23%
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
$222.0M
Pitch Price
$26.39
Price Target
N/A
Dividend
1.10%
EV/EBITDA
7.55
P/E
-55.88
EV/Sales
1.64
Sector
Hotels, Restaurants and Leisure
Category
value
Ace River Capital Portfolio Holding: RCI Hospitality Holdings, Inc.
RICK (holding update): Thesis strengthened; market fixated on NY litigation overhang while ignoring normalized FCF, valuable owned real estate & disciplined capital allocation. Valuation understates intrinsic value even conservatively. Buybacks + litigation resolution = upside. One of fund's largest positions, conviction up.
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