WallStSmart

AMREP Corporation (AXR)vsFive Point Holdings LLC (FPH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Five Point Holdings LLC generates 108% more annual revenue ($110.44M vs $53.00M). FPH leads profitability with a 41.2% profit margin vs 24.4%. FPH trades at a lower P/E of 8.4x. AXR earns a higher WallStSmart Score of 71/100 (B).

AXR

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 7.0Value: 6.3Quality: 9.0
Piotroski: 5/9Altman Z: 14.74

FPH

Hold

42

out of 100

Grade: D

Growth: 5.3Profit: 4.5Value: 7.0Quality: 5.5
Piotroski: 2/9Altman Z: 2.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AXR.

FPHUndervalued (+6.2%)

Margin of Safety

+6.2%

Fair Value

$5.64

Current Price

$4.94

$0.70 discount

UndervaluedFair: $5.64Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AXR6 strengths · Avg: 10.0/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
93.8%10/10

Revenue surging 93.8% year-over-year

EPS GrowthGrowth
346.2%10/10

Earnings expanding 346.2% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
14.7410/10

Safe zone — low bankruptcy risk

FPH3 strengths · Avg: 10.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
41.2%10/10

Keeps 41 of every $100 in revenue as profit

Areas to Watch

AXR2 concerns · Avg: 3.5/10
PEG RatioValuation
1.554/10

Expensive relative to growth rate

Market CapQuality
$137.19M3/10

Smaller company, higher risk/reward

FPH4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Market CapQuality
$758.97M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AXR

The strongest argument for AXR centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 24.4% and operating margin at 20.6%. Revenue growth of 93.8% demonstrates continued momentum.

Bull Case : FPH

The strongest argument for FPH centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 41.2% and operating margin at -70.7%.

Bear Case : AXR

The primary concerns for AXR are PEG Ratio, Market Cap.

Bear Case : FPH

The primary concerns for FPH are Revenue Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

AXR profiles as a growth stock while FPH is a value play — different risk/reward profiles.

FPH carries more volatility with a beta of 1.34 — expect wider price swings.

AXR is growing revenue faster at 93.8% — sustainability is the question.

AXR generates stronger free cash flow (5M), providing more financial flexibility.

Bottom Line

AXR scores higher overall (71/100 vs 42/100), backed by strong 24.4% margins and 93.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

AMREP Corporation

REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA

AMREP Corporation is primarily engaged in the real estate business. The company is headquartered in Plymouth Meeting, Pennsylvania.

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Five Point Holdings LLC

REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA

Five Point Holdings, LLC, through its subsidiary, Five Point Operating Company, LP, designs and develops planned and mixed-use communities in Orange, Los Angeles and San Francisco counties. The company is headquartered in Irvine, California.

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