FRP Holdings, Inc. (FRPH)
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-09-04
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-09-04
Research Workspace
Put FRPH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 2% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 49% growth a year, above the roughly 3% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskFRPH's growth has to keep compounding to justify the price. Revenue grew 2% year over year, but the latest earnings call trimmed the 2026 outlook. It trades at 9.9× P/S versus a 1.0× peer median, indicating the market is pricing in more growth than we forecast. The risk lies in the potential for further guidance cuts, with a 35% probability of missing outlook. Peer multiples imply a price about 49% below where it trades. Our read remains provisional.
Trailing returns as of 2026-09-04. FRPH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Continue this research
Compare FRPH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FRPH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Real Estate Services — fair value, gap to price, and forward P/E.
Compare the value case
Put FRPH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Trimming outlook indicates potential growth challenges.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
