Added to YB: 2025-09-17
Pitch date: 2025-09-16
FPH [bullish]
Five Point Holdings, LLC
-12.7%
current return
Author Info
No bio for this author
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
$384.1M
Pitch Price
$6.30
Price Target
8.00 (+45%)
Dividend
N/A
EV/EBITDA
9.93
P/E
11.36
EV/Sales
18.34
Sector
Real Estate Management and Development
Category
special_situation
Five Point Holdings: Liquidity Boost + Stock-Based Incentives Align for Further Upside
FPH: Up 62% YTD but poised higher as business firing on all cylinders. Refi pricing tomorrow - $525mm bond to $450mm, pushes maturity to 2030, frees ~$400mm cash. New covenants allow meaningful dividends/buybacks ($100-200mm+). CEO comp tied to 100-300% stock gains. Target $7-8/share.
Read full article (1 min)