Madison Square Garden Entertainment Corp (MSGE)vsPlanet Fitness Inc (PLNT)
MSGE
Madison Square Garden Entertainment Corp
$57.63
+0.49%
CONSUMER CYCLICAL · Cap: $2.72B
PLNT
Planet Fitness Inc
$75.16
-0.07%
CONSUMER CYCLICAL · Cap: $6.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Planet Fitness Inc generates 22% more annual revenue ($1.24B vs $1.01B). PLNT leads profitability with a 17.7% profit margin vs 5.1%. PLNT trades at a lower P/E of 28.7x. PLNT earns a higher WallStSmart Score of 63/100 (C+).
MSGE
Buy61
out of 100
Grade: C+
PLNT
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.4%
Fair Value
$49.97
Current Price
$57.63
$7.66 premium
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
Every $100 of equity generates 224 in profit
Strong operational efficiency at 35.7%
Earnings expanding 24.4% YoY
Strong operational efficiency at 30.0%
Conservative balance sheet, low leverage
Earnings expanding 32.5% YoY
Areas to Watch
5.1% margin — thin
Premium valuation, high expectations priced in
Trading at 75.8x book value
Distress zone — elevated risk
Moderate valuation
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MSGE
The strongest argument for MSGE centers on Return on Equity, Operating Margin, EPS Growth. Revenue growth of 12.9% 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 : MSGE
The primary concerns for MSGE are Profit Margin, P/E Ratio, Price/Book. A P/E of 52.9x leaves little room for execution misses. Debt-to-equity of 49.00 is elevated, increasing financial risk.
Bear Case : PLNT
The primary concerns for PLNT are P/E Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
MSGE profiles as a value stock while PLNT is a mature play — different risk/reward profiles.
PLNT carries more volatility with a beta of 1.30 — expect wider price swings.
MSGE is growing revenue faster at 12.9% — sustainability is the question.
MSGE generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
PLNT scores higher overall (63/100 vs 61/100), backed by strong 17.7% margins and 10.7% revenue growth. Both earn "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.
Madison Square Garden Entertainment Corp
CONSUMER CYCLICAL · LEISURE · USA
Madison Square Garden Entertainment Corp. The company is headquartered in New York, New York.
Visit Website →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.
Visit Website →Compare with Other LEISURE Stocks
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