Five Point Holdings LLC vs Smith Douglas Homes Corp

We do not publish a verdict for Five Point Holdings LLC (FPH) and Smith Douglas Homes Corp (SDHC) is undervalued.

We publish an intrinsic value for SDHC but not for FPH, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Five Point Holdings LLC (FPH)

We do not publish a value for this company: a figure this valuation depends on is missing.

Leak Score 73/100 on 7 of 12 signals

Smith Douglas Homes Corp (SDHC)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $17.38; the price of $10.35 is 40% below that value, and 76% of that value comes from beyond year five.

Leak Score 47/100 on 5 of 12 signals

MetricFPHSDHC
VerdictNot valuedUndervalued
Price$4.92$10.35
Intrinsic value$17.38
Margin of safety+40%
Leak Score73/100 (7/12)47/100 (5/12)
Market cap$540M$526M
Revenue growth, 5 years-6.5%17.0%
Operating margin-3.2%4.5%
Net margin45.1%0.6%
Return on equity6.5%8.1%
Debt to equity0.550.86
P/E6.9x14.5x
Forward P/E26.6x
P/B0.4x1.1x

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