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Added to YB: 2025-03-14

Pitch date: 2025-03-12

FRPH [bullish]

FRP Holdings, Inc.

-18.61%

current return

Author Info

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Company Info

FRP Holdings, Inc. engages in the real estate business in the United States. It operates through four segments: Industrial and Commercial, Mining Royalty Lands, Development, and Multifamily.

Market Cap

$469.3M

Pitch Price

$28.75

Price Target

37.00 (+58%)

Dividend

N/A

EV/EBITDA

46.10

P/E

100.48

EV/Sales

16.77

Sector

Real Estate Management and Development

Category

value

Show full summary:
'A transition year.' - FRP Holdings, Inc.

FRPH: NOI +26% YoY, but flat 2025 due to DC supply, vacancies. Long-term growth via $146M industrial/commercial dev (850k sqft, $8.55M NOI) & $35M multifamily. NAV $37 (32% above price). No clear catalyst, but 30% CAGR past 3yrs. Patient investment needed.

Read full article (8 min)