Added to YB: 2025-11-20
Pitch date: 2025-09-18
FPH [bullish]
Five Point Holdings, LLC
-15.38%
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
$6.50
Price Target
N/A
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, LLC - $FPH
FPH: Mixed-use planned community developer in coastal CA. ~$1B EV w/ $600-800M FCF from Great Park over 3-5yrs provides downside protection. 4 upside catalysts: Hearthstone JV for recurring fees, Valencia rezoning for more density, Candlestick/SF Shipyard ($2-4B revenue potential), Tetra Tech lawsuit seeking $3-4B damages (Dec trial). Recent refi removes overhang.
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