Five Point Holdings, LLC (FPH) vs Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR (VTMX)

Five Point Holdings, LLC and Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR are both Real Estate Development companies. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR is the larger, with a market value of $2.9B against $507.8M — 5.7× the size. Five Point Holdings, LLC trades at the lower P/E: 6.3× against 7.2×. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR grew revenue faster over the last twelve months: 15.6% against −40.8%. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR has the higher net margin (132.2% vs 45.3%) and the higher return on invested capital (3.74% vs −0.20%). Across the 22 metrics below, Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR leads on 13 and Five Point Holdings, LLC on 9.

Valuation

Metric FPH VTMX Real Estate Development median
P/E 6.33 7.17 7.17
P/S 6.02 9.62 1.63
P/B 0.30 0.93 0.70
Price to free cash flow 10.81 15.67 7.76
EV/EBITDA 122.45 15.73 11.00
EV/Sales 3.04 12.17 2.43
Earnings yield 15.79% 13.95% 7.33%
Free cash flow yield 9.25% 6.38% (1.59%)

Profitability

Metric FPH VTMX Real Estate Development median
Gross margin 70.83% 89.25% 29.60%
Operating margin (5.34%) 77.01% (2.67%)
Net margin 45.34% 132.21% 3.36%
Free cash flow margin 55.72% 61.39% (0.89%)
Return on equity 2.32% 14.13% 0.56%
Return on assets 1.66% 9.08% 1.11%
Return on invested capital (0.20%) 3.74% 0.00%

Growth

Metric FPH VTMX Real Estate Development median
Revenue growth (TTM) (40.80%) 15.61% 11.77%
EPS growth (last fiscal year) 0.00% 18.91% —
Revenue growth, 5-year CAGR (6.46%) 11.83% 5.69%
Net income growth, 5-year CAGR 0.00% 27.64% 0.00%

Health

Metric FPH VTMX Real Estate Development median
Debt to equity 0.00 0.37 0.37
Current ratio 0.63 4.26 0.63
Net debt to EBITDA (312.02) 4.26 1.81

Dividend

Metric FPH VTMX Real Estate Development median
Dividend yield — 1.88% —
Payout ratio 0.00 — 0.00

Size

Metric FPH VTMX Real Estate Development median
Market cap 507.80m 2.88b 178.40m

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