Added to YB: 2025-01-02
Pitch date: 2024-12-31
FPH [bullish]
Five Point Holdings, LLC
+46.86%
current return
Author Info
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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
$3.82
Price Target
7.60 (+35%)
Dividend
N/A
EV/EBITDA
7.65
P/E
4.89
EV/Sales
11.15
Sector
Real Estate Management and Development
Category
value
Show full summary:
Why Five Point Holdings (FPH) Could Be a Multi-Year Value Opportunity
FPH: $3.60 vs $10-15 NAV. Catalysts: 1) Near zero net debt post asset sales, enabling refinance. 2) JVs to reduce capital needs in Valencia & SF projects. 3) Irvine land value up to $9-10M/acre. 4) New board member (Glick family) to close NAV gap. Risks: macro/rates. 2025 double potential.
Read full article (2 min)