Fortress Value Acquisition V (FVAV)
Market Price (3/30/2026): $10.03 | Market Cap: $-Sector: Financials | Industry: Multi-Sector Holdings
Fortress Value Acquisition V (FVAV)
Market Price (3/30/2026): $10.03Market Cap: $-Sector: FinancialsIndustry: Multi-Sector Holdings
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 2.4% | Trading close to highsDist 52W High is -0.4%, Dist 3Y High is -0.4% | Key risksFVAV key risks include [1] the failure to complete a business combination before its deadline, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -22%, 3Y Excs Rtn is -62% |
| Low stock price volatilityVol 12M is 2.4% |
| Trading close to highsDist 52W High is -0.4%, Dist 3Y High is -0.4% |
| Weak multi-year price returns2Y Excs Rtn is -22%, 3Y Excs Rtn is -62% |
| Key risksFVAV key risks include [1] the failure to complete a business combination before its deadline, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Status as a newly public Special Purpose Acquisition Company (SPAC) with a fixed IPO price.
Fortress Value Acquisition V (FVAV) is a blank check company that priced its initial public offering (IPO) at $10.00 per share on February 25, 2026, and began trading on the Nasdaq Global Market on February 26, 2026. SPACs typically trade around their IPO price until a definitive merger agreement is announced, reflecting their initial capital structure.
2. Investor protection through a trust account and redemption option.
A significant portion of the IPO proceeds from SPACs like FVAV is held in a trust account. This structure provides a downside buffer for investors, as they generally have the right to redeem their shares for approximately the initial $10.00 IPO price plus accrued interest if they vote against a proposed business combination or if the SPAC fails to complete an acquisition within its mandated timeframe. This redemption right limits significant price depreciation in the pre-merger phase.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| FVAV | ||
| Market (SPY) | -5.3% | 21.1% |
| Sector (XLF) | -10.0% | 26.4% |
Fundamental Drivers
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Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| FVAV | ||
| Market (SPY) | 0.6% | 21.1% |
| Sector (XLF) | -10.8% | 26.4% |
Fundamental Drivers
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Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| FVAV | ||
| Market (SPY) | 9.8% | 21.1% |
| Sector (XLF) | -7.1% | 26.4% |
Fundamental Drivers
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Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| FVAV | ||
| Market (SPY) | 69.4% | 21.1% |
| Sector (XLF) | 40.5% | 26.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| FVAV Return | - | - | - | - | - | 0% | 0% |
| Peers Return | 0% | 0% | 0% | 0% | 0% | -19% | -19% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| FVAV Win Rate | - | - | - | - | - | 100% | |
| Peers Win Rate | 0% | 0% | 0% | 0% | 0% | 17% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| FVAV Max Drawdown | - | - | - | - | - | 0% | |
| Peers Max Drawdown | 0% | 0% | 0% | 0% | 0% | -19% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADAC, AEAQ, AIB, ARCI, BBCQ.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)
How Low Can It Go
FVAV has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -26.9% | -25.4% |
| % Gain to Breakeven | 36.7% | 34.1% |
| Time to Breakeven | 525 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -43.3% | -33.9% |
| % Gain to Breakeven | 76.5% | 51.3% |
| Time to Breakeven | 295 days | 148 days |
| 2018 Correction | ||
| % Loss | -26.1% | -19.8% |
| % Gain to Breakeven | 35.2% | 24.7% |
| Time to Breakeven | 338 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -83.7% | -56.8% |
| % Gain to Breakeven | 515.2% | 131.3% |
| Time to Breakeven | 4,470 days | 1,480 days |
Compare to ADAC, AEAQ, AIB, ARCI, BBCQ
In The Past
SPDR Select Sector Fund's stock fell -26.9% during the 2022 Inflation Shock from a high on 1/12/2022. A -26.9% loss requires a 36.7% gain to breakeven.
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About Fortress Value Acquisition V (FVAV)
AI Analysis | Feedback
It's like a publicly traded private equity firm (e.g., KKR or Blackstone), but focused on acquiring just one private company to take it public.AI Analysis | Feedback
- Business Combination Facilitation: Fortress Value Acquisition V's primary purpose is to identify and execute a merger, share exchange, asset acquisition, share purchase, or reorganization with one or more target businesses.
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Fortress Value Acquisition V (FVAV) - Major Customers
Fortress Value Acquisition V (FVAV) is a Special Purpose Acquisition Company (SPAC), also known as a blank check company. As stated in its description, it was formed for the purpose of effecting a business combination (merger, acquisition, etc.) with one or more businesses. At this stage, it has not selected any business combination target and has not initiated any substantive discussions with potential targets.
Therefore, Fortress Value Acquisition V (FVAV) does not currently have any operational business, generate revenue from the sale of goods or services, or have any major customers in the traditional sense.
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Andrew A. McKnight, Chairman, Board of Directors
Mr. McKnight is the Chairman of the Board of Directors for Fortress Value Acquisition Corp. V. He also serves as Co-Chief Executive Officer and a Managing Partner of Fortress Investment Group. Mr. McKnight's experience includes serving as a Director of Mosaic Acquisition Corp. and as CEO of previous Fortress Value Acquisition SPACs. These include Fortress Value Acquisition I, which merged with MP Materials in 2020, and Fortress Value Acquisition II, which merged with ATI Physical Therapy in 2021. This demonstrates a pattern of managing companies backed by Fortress Investment Group, a private equity firm.
Andrew Stroud, Co-Chief Executive Officer
Mr. Stroud has been Co-Chief Executive Officer of Fortress Value Acquisition Corp. V since November 2025. He also holds the position of Managing Director at Fortress Investment Group, a role he has held since July 2025, and is a Co-Portfolio Manager in Fortress's Credit business. Before joining Fortress, he was a Partner at ValueAct Capital from 2016 to 2024. His earlier career involved working as an investment professional at Elliott Management and as a Vice President at Morgan Stanley.
Micah Kaplan, Co-Chief Executive Officer
Mr. Kaplan is a Co-Chief Executive Officer of Fortress Value Acquisition Corp. V. He also serves as a Managing Director at Fortress Investment Group.
John Konawalik, Chief Financial Officer
Mr. Konawalik serves as the Chief Financial Officer of Fortress Value Acquisition Corp. V. Additionally, he holds the position of Chief Accounting Officer (CAO) at Fortress Investment Group.
AI Analysis | Feedback
The key risks to Fortress Value Acquisition V (FVAV) are primarily related to its nature as a blank check company, which has not yet identified a business combination target. These risks are as follows:- Inability to complete an initial business combination within the required timeframe: As a blank check company, FVAV's sole purpose is to effect a merger, share exchange, asset acquisition, or similar business combination. A significant risk is the potential failure to identify and complete a suitable business combination within the timeframe mandated by its governing documents, typically around two years from its IPO. If FVAV cannot complete a business combination within this period, it will be forced to liquidate, and shareholders may only receive their initial investment back, potentially incurring opportunity costs and administrative fees.
- High shareholder redemptions: Even if FVAV proposes a business combination, a substantial number of its public shareholders may choose to redeem their shares for cash rather than participate in the transaction. High redemption rates can significantly reduce the amount of cash available to the combined company, potentially making the business combination less attractive or even unfeasible. This can also lead to increased volatility and lower trading liquidity for the resulting public entity.
- Intense competition for attractive acquisition targets: The market for suitable acquisition targets is highly competitive, with numerous other blank check companies, private equity firms, and strategic buyers seeking similar opportunities. This intense competition could make it challenging for FVAV to identify and secure an attractive business combination on favorable terms, or it could lead to overpaying for an acquisition, ultimately impacting shareholder value.
AI Analysis | Feedback
```htmlA significant and sustained decrease in investor appetite and market enthusiasm for Special Purpose Acquisition Companies (SPACs) as a means for private companies to go public. This emerging trend could be driven by a history of underperforming de-SPAC transactions, increased regulatory scrutiny leading to more stringent and less favorable terms, or a broader market preference shifting towards traditional initial public offerings (IPOs) or direct listings. Such a development would severely impede FVAV's ability to identify and attract suitable target companies, secure necessary financing for its business combination, and successfully complete an acquisition within its defined operational period.
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Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 9.89 |
| Mkt Cap | - |
| Rev LTM | 21 |
| Op Inc LTM | 1 |
| FCF LTM | - |
| FCF 3Y Avg | - |
| CFO LTM | - |
| CFO 3Y Avg | - |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | - |
| Rev Chg 3Y Avg | - |
| Rev Chg Q | -13.5% |
| QoQ Delta Rev Chg LTM | -3.0% |
| Op Mgn LTM | 2.6% |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | -2.3% |
| CFO/Rev LTM | - |
| CFO/Rev 3Y Avg | - |
| FCF/Rev LTM | - |
| FCF/Rev 3Y Avg | - |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | - |
| P/S | - |
| P/EBIT | - |
| P/E | - |
| P/CFO | - |
| Total Yield | - |
| Dividend Yield | - |
| FCF Yield 3Y Avg | - |
| D/E | - |
| Net D/E | - |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.1% |
| 3M Rtn | 0.1% |
| 6M Rtn | 0.1% |
| 12M Rtn | 0.1% |
| 3Y Rtn | 0.1% |
| 1M Excs Rtn | 7.8% |
| 3M Excs Rtn | 8.2% |
| 6M Excs Rtn | 3.6% |
| 12M Excs Rtn | -11.4% |
| 3Y Excs Rtn | -61.7% |
External Quote Links
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| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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