First Advantage Corp. (FA)
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
$23.13+2.94%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · FA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 1.6% |
| Our one-year growth estimate | diamond | 8.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 6.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 14 industry peers · Company calendar date is not available
FA — Chair transition
Dated 2026-08-06
Director — Sharon Binger: The company appointed Sharon Binger as a Class I director and member of the Nominating and Corporate Governance Committee.
Why it matters: Q2 revenue grew 14.9%, up from 8.6% in Q1. Another strong quarter would support the raised full-year revenue range.
Supportive ifOn November 5, Q3 revenue is up at least 10% year over year and full-year revenue guidance stays at $1.67 billion or higher.
Worry ifQ3 revenue growth falls below 8.6% year over year, or the company cuts its $1.67 billion lower guidance bound.
Why it matters: Silver Lake's sale adds shares from an existing owner, not the company. The closing and lock-up terms show how much stock may soon trade freely.
Worry ifThe offering closes. The final notice confirms the sale of 12.5 million shares and plans to release up to 4.2 million more shares to limited partners.
Less concerning ifThe offering is canceled. Or the final notice confirms fewer shares sold and no extra shares released at closing.
Why it matters: Management tied growth to new wins and strong retention. A drop in retention could weaken growth from existing customers.
Worry ifOn the next earnings call, management says customer retention is at least 97%.
Less concerning ifManagement reports retention below 97% or says it fell from the Q1 level.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$169 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $554 loss on $10,000 · 5.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,307 loss on $10,000 · 43.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.