Life Time Group Holdings Inc (LTH)vsPlanet Fitness Inc (PLNT)
LTH
Life Time Group Holdings Inc
$26.42
+2.36%
CONSUMER CYCLICAL · Cap: $5.75B
PLNT
Planet Fitness Inc
$75.16
-0.07%
CONSUMER CYCLICAL · Cap: $6.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Life Time Group Holdings Inc generates 142% more annual revenue ($3.00B vs $1.24B). PLNT leads profitability with a 17.7% profit margin vs 12.5%. LTH trades at a lower P/E of 15.6x. LTH earns a higher WallStSmart Score of 66/100 (B-).
LTH
Strong Buy66
out of 100
Grade: B-
PLNT
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$77.69
Current Price
$26.42
$51.27 discount
Margin of Safety
+24.9%
Fair Value
$122.62
Current Price
$75.16
$47.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 30.0%
Conservative balance sheet, low leverage
Earnings expanding 32.5% YoY
Areas to Watch
2.2% earnings growth
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Moderate valuation
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LTH
The strongest argument for LTH centers on P/E Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum.
Bull Case : PLNT
The strongest argument for PLNT centers on Operating Margin, Debt/Equity, EPS Growth. Profitability is solid with margins at 17.7% and operating margin at 30.0%. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : LTH
The primary concerns for LTH are EPS Growth, Debt/Equity, Free Cash Flow.
Bear Case : PLNT
The primary concerns for PLNT are P/E Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
LTH profiles as a value stock while PLNT is a mature play — different risk/reward profiles.
LTH carries more volatility with a beta of 1.69 — expect wider price swings.
LTH is growing revenue faster at 12.3% — sustainability is the question.
PLNT generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
LTH scores higher overall (66/100 vs 63/100) and 12.3% revenue growth. PLNT offers better value entry with a 24.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Life Time Group Holdings Inc
CONSUMER CYCLICAL · LEISURE · USA
Life Time Group Holdings, Inc. offers health, fitness and wellness experiences to a community of individual members in the United States and Canada. The company is headquartered in Chanhassen, Minnesota.
Planet Fitness Inc
CONSUMER CYCLICAL · LEISURE · USA
Planet Fitness, Inc., franchises and operates gyms under the Planet Fitness brand. The company is headquartered in Hampton, New Hampshire.
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