Figure Technology Solutions is nearly impossible to be bearish on because of how Mike Cagney runs it. Revenue is growing more than 100% year over year and EBITDA grew over 50% in the same period. The lesson is to never bet against Cagney. x.comÂ
Anthony Pompliano
CEO of Professional Capital Management, Podcast Host & Author
Figure Technology Solutions looks very cheap because VCs may be selling early stakes and funds may be taking tax losses ahead of their October year-end. x.comÂ
Figure Technology looks underpriced at just 21x 2027 estimated earnings despite 113% revenue growth, a 55% adjusted EBITDA margin and a 39% net margin. The "Hypoport of America" trades like a crypto token; a fair P/E of 28 implies roughly 51% annual return potential. x.comÂ
Figure is a very slept-on asset given 113% year-over-year net revenue growth and 55% EBITDA margins in Q2. Its weekly marketplace volume hit an all-time high of $436M, per @AllenBinLi, and that does not even include the Kiavi acquisition. x.comÂ