WallStSmart

Brookfield Property Partners LP (BPYPP)vsFrp Holdings Ord (FRPH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Property Partners LP generates 22609% more annual revenue ($7.59B vs $33.45M). FRPH leads profitability with a 2.8% profit margin vs -4.5%. BPYPP trades at a lower P/E of 7.0x. BPYPP earns a higher WallStSmart Score of 42/100 (D).

BPYPP

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 4.5Value: 6.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.46

FRPH

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 3.0Value: 3.3Quality: 7.0
Piotroski: 2/9Altman Z: 1.89
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BPYPP.

FRPHSignificantly Overvalued (-37.7%)

Margin of Safety

-37.7%

Fair Value

$17.34

Current Price

$22.97

$5.63 premium

UndervaluedFair: $17.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BPYPP4 strengths · Avg: 10.0/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

EPS GrowthGrowth
65.2%10/10

Earnings expanding 65.2% YoY

FRPH1 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Areas to Watch

BPYPP4 concerns · Avg: 2.0/10
Return on EquityProfitability
-0.6%2/10

ROE of -0.6% — below average capital efficiency

Revenue GrowthGrowth
-2.8%2/10

Revenue declined 2.8%

Free Cash FlowQuality
$-2.99B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.462/10

Distress zone — elevated risk

FRPH4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

Market CapQuality
$451.27M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.2%3/10

ROE of 0.2% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : BPYPP

The strongest argument for BPYPP centers on P/E Ratio, Price/Book, Operating Margin.

Bull Case : FRPH

The strongest argument for FRPH centers on Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bear Case : BPYPP

The primary concerns for BPYPP are Return on Equity, Revenue Growth, Free Cash Flow. Debt-to-equity of 6.00 is elevated, increasing financial risk.

Bear Case : FRPH

The primary concerns for FRPH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 470.8x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

BPYPP profiles as a turnaround stock while FRPH is a value play — different risk/reward profiles.

FRPH carries more volatility with a beta of 0.52 — expect wider price swings.

BPYPP is growing revenue faster at -2.8% — sustainability is the question.

FRPH generates stronger free cash flow (-378,000), providing more financial flexibility.

Bottom Line

BPYPP scores higher overall (42/100 vs 32/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Brookfield Property Partners LP

REAL ESTATE · REAL ESTATE SERVICES · USA

Brookfield Property Partners, through Brookfield Property Partners LP and its subsidiary Brookfield Property REIT Inc., is one of the world's leading real estate companies, with approximately $ 88 billion in total assets.

Frp Holdings Ord

REAL ESTATE · REAL ESTATE SERVICES · USA

FRP Holdings, Inc. is a real estate investment and development company in the United States. The company is headquartered in Jacksonville, Florida.

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