<- Go home

Added to YB: 2026-08-19

Pitch date: 2026-07-28

FA [neutral]

First Advantage Corporation

Author Info

Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.

Company Info

First Advantage Corporation provides employment background screening, digital identity, and verification solutions internationally.

Market Cap

$3.7B

Pitch Price

N/A

Price Target

80.00

Dividend

N/A

EV/EBITDA

12.93

P/E

148.59

EV/Sales

3.31

Sector

Professional Services

Category

growth

Show full summary:
Optimist Fund Portfolio Holding: First Advantage Corporation

FA (holding update): Organic rev +9%, EBITDA +14%, adj EPS +52% YoY, all beating expectations. Full-year guidance reiterated. Stock rebounded from lows but view unchanged — believe it's an $80+ stock in five years.

Read full article (1 min)