Fathom Holdings Inc Dossier
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SectorReal Estate IndustryReal Estate Services Beta (adjusted)1.79 Intrinsic Value No headline value published yetWe haven't published a headline intrinsic value for this company yet. Our data-reliability standards weren't met. Method estimates are shown for reference. Market Price $0.38Price as of 1 Oct 2026 Data confidence Sign in to view data confidence Market Cap $13M Enterprise Value $16.7M Shares Outstanding 35.8M diluted Next Earnings Date11 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Fathom Holdings Inc. has entered into a definitive merger agreement to be acquired by Bed Bath & Beyond, Inc. (NYSE: BBBY) in an all-stock transaction announced on June 17, 2026. The transaction implies an equity value for Fathom of approximately $53.38 million, reflecting an exchange ratio of 0.2236 shares of Bed Bath & Beyond common stock for each Fathom share. Given that the stock price is now heavily tied to the acquisition terms and the market valuation of Bed Bath & Beyond, a 'Hold' recommendation is appropriate as the transaction progresses toward its expected close in the second half of 2026. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Our research · scenarios, merits, risks, and invalidation triggersResearch as of 20 Jun 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario The merger faces regulatory hurdles or fails to obtain Fathom stockholder approval, triggering a $2.0 million termination fee or up to $1.0 million in expense reimbursements. Fathom would then have to rely on its standalone cash flows amidst persistent housing market headwinds and late SEC filing issues. Base CaseCentral scenario The merger successfully closes in the second half of 2026. Fathom shareholders receive 0.2236 shares of Bed Bath & Beyond common stock for each Fathom share, allowing them to participate in Bed Bath & Beyond's 'Everything Home' ecosystem, which integrates real estate transactions, omnichannel commerce, and home services. Bull CaseUpside scenario Fathom's acquisition by Bed Bath & Beyond under its 'Everything Home' strategy provides a transformational opportunity to scale its technology-driven real estate services platform. By integrating its brokerage, mortgage, title, and SaaS capabilities with Bed Bath & Beyond's massive customer reach and omnichannel commerce, Fathom can accelerate agent productivity and capture higher-margin recurring revenue streams. Scenarios reflect our research view at the research date. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |