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Added to YB: 2025-02-03

Pitch date: 2025-01-31

FPH [bullish]

Five Point Holdings, LLC

-13.02%

current return

Author Info

The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.

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

$6.45

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

growth

Show full summary:
O'Keefe Stevens Advisory: Top Picks for the Year – Five Point Holdings

FPH: Selling pressure eased as Luxor exited, Robotti bought in. Castlelake sold to Glick Family Office; Sam Levinson joined board. Stock +23% in 2023. Strong land sales, prices up (Q2 2024: $7.8m/acre vs $4.3m prior year). Management sees $9m/acre. Attractive stock, positive outlook for 2025.

Read full article (1 min)