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Added to YB: 2026-08-19

Pitch date: 2026-07-28

FA [neutral]

First Advantage Corporation

-1.42%

current return

Author Info

Optimist Fund is a concentrated, global growth-oriented value investment partnership Follow on Twitter/X.

Company Info

First Advantage Corporation provides employment background screening, digital identity, and verification solutions internationally.

Market Cap

$3.3B

Pitch Price

$20.37

Price Target

80.00 (+298%)

Dividend

N/A

EV/EBITDA

11.93

P/E

131.44

EV/Sales

3.05

Sector

Professional Services

Category

growth

Show full summary:
Optimist Fund Portfolio Holding: First Advantage Corporation

FA (holding update): Organic rev +9%, EBITDA +14%, adj EPS +52% YoY, all beating expectations. Full-year guidance reiterated. Stock rebounded from lows but view unchanged — believe it's an $80+ stock in five years.

Read full article (1 min)