Added to YB: 2026-02-13
Pitch date: 2026-02-12
FA [bullish]
First Advantage Corporation
-8.57%
current return
Author Info
Valuations is a disciplined value investor. A systematic approach to finding high-quality companies, valuing the equity and acquiring shares at a discount. Sign up for the newsletter.
Company Info
First Advantage Corporation provides employment background screening, identity, and verification solutions worldwide.
Market Cap
$1.9B
Pitch Price
$10.50
Price Target
20.00 (+108%)
Dividend
N/A
EV/EBITDA
16.94
P/E
-13.70
EV/Sales
2.63
Sector
Professional Services
Category
turnaround
First Advantage Corporation - $FA
FA: Tactical trade on labor mkt inflection at 8x FY26 EV/EBITDA, 6% FCF yield. -47% from highs on soft hiring but labor bottoming (130k Jan jobs vs 55k est). Database moat: 780M+ proprietary records, 100+ HCM integrations, 96-97% retention. Sterling synergies ahead of sched ($52M actioned vs $50-70M target). Base: $15 (43% upside), bull: $20 (90%). Risks: 51.5% Silver Lake overhang, sustained hiring weakness, AI commoditization long-term
Read full article (6 min)