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Frp Holdings, Inc.. (FRPH) Stock Fundamental Analysis & AI Rating 2026

FRPH Nasdaq Real Estate FL CIK: 0000844059
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-09-30
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 FRPH Key Takeaways

Revenue: $31.9M
Net Margin: 9.2%
Free Cash Flow: $-12.9M
Current Ratio: 1.01x
Debt/Equity: 0.43x
EPS: $0.16
AI Rating: HOLD with 62% confidence
Frp Holdings, Inc.. (FRPH) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $31.9M, net profit margin of 9.2%, and return on equity (ROE) of 0.7%, Frp Holdings, Inc.. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete FRPH stock analysis for 2026.

Is Frp Holdings, Inc.. (FRPH) a Good Investment?

Claude

FRP Holdings demonstrates stable profitability with solid gross margins (51.3%) and reasonable operating margins (16.7%), supported by a conservative balance sheet with moderate leverage. However, negative free cash flow (-$12.9M) and weak return metrics (ROE 0.7%, ROA 0.4%) raise concerns about capital efficiency and the sustainability of current operations relative to the asset base.

ChatGPT

FRP Holdings shows solid underlying asset-backed financial health, with strong gross margins, manageable leverage, and ample cash supporting its real estate platform. However, growth quality is mixed because revenue is nearly flat, net income declined slightly, returns on equity and assets are very low, and free cash flow is negative due to heavy capital spending. The fundamentals suggest a stable but not yet compelling operating profile until invested capital translates into stronger earnings and cash generation.

Why Buy Frp Holdings, Inc.. Stock? FRPH Key Strengths

Claude
  • + Strong balance sheet with $134.9M cash and moderate debt-to-equity ratio of 0.43x
  • + Healthy gross and operating margins (51.3% and 16.7% respectively) indicating pricing power and cost control
  • + Solid interest coverage ratio of 5.9x demonstrates adequate debt servicing capability
  • + Positive operating cash flow of $21.3M provides operational stability
ChatGPT
  • + Strong gross margin and positive operating profitability indicate healthy property-level economics
  • + Large cash balance and moderate debt load provide balance sheet flexibility
  • + Interest coverage remains adequate, reducing near-term financial stress despite ongoing investment

FRPH Stock Risks: Frp Holdings, Inc.. Investment Risks

Claude
  • ! Negative free cash flow of -$12.9M suggests capital expenditures ($34.2M) significantly exceed operational cash generation, raising sustainability concerns
  • ! Severely depressed returns on equity (0.7%) and assets (0.4%) indicate poor capital allocation efficiency relative to the $427.7M equity base
  • ! Current ratio of 1.01x shows minimal liquidity cushion with near-unity working capital coverage
  • ! Minimal revenue growth (0.6% YoY) and declining net income (-1.2% YoY) demonstrate stagnation in core business performance
  • ! EPS growth of 21.4% appears driven by share count reduction rather than operational improvement, masking underlying weakness
ChatGPT
  • ! Very low ROE and ROA suggest weak earnings efficiency relative to the asset base
  • ! Negative free cash flow indicates current growth is consuming cash rather than generating it
  • ! Current and quick ratios near 1.0x leave limited liquidity cushion if development spending or leasing conditions worsen

Key Metrics to Watch

Claude
  • * Free cash flow trend and capital expenditure sustainability relative to operating cash generation
  • * Revenue growth acceleration and net income trajectory to confirm business stabilization
  • * Return on equity and return on assets improvement to validate capital allocation decisions
  • * Working capital management and current ratio maintenance to ensure adequate liquidity
ChatGPT
  • * Free cash flow trend relative to capital expenditures
  • * ROE improvement alongside revenue and operating income growth

Frp Holdings, Inc.. (FRPH) Financial Metrics & Key Ratios

Revenue
$31.9M
Net Income
$3.0M
EPS (Diluted)
$0.16
Free Cash Flow
$-12.9M
Total Assets
$731.3M
Cash Position
$134.9M

💡 AI Analyst Insight

Frp Holdings, Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

FRPH Profit Margin, ROE & Profitability Analysis

Gross Margin 51.3%
Operating Margin 16.7%
Net Margin 9.2%
ROE 0.7%
ROA 0.4%
FCF Margin -40.4%

FRPH vs Real Estate Sector: How Frp Holdings, Inc.. Compares

How Frp Holdings, Inc.. compares to Real Estate sector averages

Net Margin
FRPH 9.2%
vs
Sector Avg 20.0%
FRPH Sector
ROE
FRPH 0.7%
vs
Sector Avg 8.0%
FRPH Sector
Current Ratio
FRPH 1.0x
vs
Sector Avg 1.5x
FRPH Sector
Debt/Equity
FRPH 0.4x
vs
Sector Avg 1.5x
FRPH Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Frp Holdings, Inc.. Stock Overvalued? FRPH Valuation Analysis 2026

Based on fundamental analysis, Frp Holdings, Inc.. has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
0.7%
Sector avg: 8%
Net Profit Margin
9.2%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.43x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Frp Holdings, Inc.. Balance Sheet: FRPH Debt, Cash & Liquidity

Current Ratio
1.01x
Quick Ratio
0.96x
Debt/Equity
0.43x
Debt/Assets
36.8%
Interest Coverage
5.87x
Long-term Debt
$185.3M

FRPH Revenue & Earnings Growth: 5-Year Financial Trend

FRPH 5-year financial data: Year 2021: Revenue $31.2M, Net Income $16.2M, EPS $1.63. Year 2022: Revenue $37.5M, Net Income $12.7M, EPS $1.32. Year 2023: Revenue $41.5M, Net Income $28.2M, EPS $3.00. Year 2024: Revenue $41.8M, Net Income $4.6M, EPS $0.24. Year 2025: Revenue $42.8M, Net Income $5.3M, EPS $0.28.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Frp Holdings, Inc..'s revenue has grown significantly by 37% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.28 reflects profitable operations.

FRPH Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-40.4%
Free cash flow / Revenue

FRPH Quarterly Earnings & Performance

Quarterly financial performance data for Frp Holdings, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $10.6M $662.0K $0.03
Q2 2025 $10.5M $578.0K $0.03
Q1 2025 $10.1M $1.3M $0.07
Q3 2024 $10.6M $1.3M $0.07
Q2 2024 $10.5M $598.0K $0.03
Q1 2024 $10.1M $565.0K $0.03
Q3 2023 $9.3M $480.0K $0.05
Q2 2023 $9.6M $598.0K $0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Frp Holdings, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$21.3M
Cash generated from operations
Capital Expenditures
$34.2M
Investment in assets
Dividends Paid
$1.1M
Returned to shareholders

FRPH SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Frp Holdings, Inc.. (CIK: 0000844059)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 10-K frph-20251231.htm View →
Apr 10, 2026 8-K frph-20260410.htm View →
Mar 25, 2026 4 xslF345X06/primary_doc.xml View →
Mar 12, 2026 4 xslF345X05/primary_doc.xml View →
Mar 12, 2026 4 xslF345X05/primary_doc.xml View →

Frequently Asked Questions about FRPH

What is the AI rating for FRPH?

Frp Holdings, Inc.. (FRPH) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FRPH's key strengths?

Claude: Strong balance sheet with $134.9M cash and moderate debt-to-equity ratio of 0.43x. Healthy gross and operating margins (51.3% and 16.7% respectively) indicating pricing power and cost control. ChatGPT: Strong gross margin and positive operating profitability indicate healthy property-level economics. Large cash balance and moderate debt load provide balance sheet flexibility.

What are the risks of investing in FRPH?

Claude: Negative free cash flow of -$12.9M suggests capital expenditures ($34.2M) significantly exceed operational cash generation, raising sustainability concerns. Severely depressed returns on equity (0.7%) and assets (0.4%) indicate poor capital allocation efficiency relative to the $427.7M equity base. ChatGPT: Very low ROE and ROA suggest weak earnings efficiency relative to the asset base. Negative free cash flow indicates current growth is consuming cash rather than generating it.

What is FRPH's revenue and growth?

Frp Holdings, Inc.. reported revenue of $31.9M.

Does FRPH pay dividends?

Frp Holdings, Inc.. pays dividends, with $1.1M distributed to shareholders in the trailing twelve months.

Where can I find FRPH SEC filings?

Official SEC filings for Frp Holdings, Inc.. (CIK: 0000844059) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FRPH's EPS?

Frp Holdings, Inc.. has a diluted EPS of $0.16.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FRPH a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Frp Holdings, Inc.. has a HOLD rating with 69% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FRPH stock overvalued or undervalued?

Valuation metrics for FRPH: ROE of 0.7% (sector avg: 8%), net margin of 9.2% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy FRPH stock in 2026?

Our dual AI analysis gives Frp Holdings, Inc.. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FRPH's free cash flow?

Frp Holdings, Inc..'s operating cash flow is $21.3M, with capital expenditures of $34.2M. FCF margin is -40.4%.

How does FRPH compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 9.2% (avg: 20%), ROE 0.7% (avg: 8%), current ratio 1.01 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-09-30 | Powered by Claude AI