Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PLNT
HOLDPlanet Fitness, Inc. · Consumer Cyclical · United States · $4.2B · Avg Vol: $97M/d
COMPANY DESCRIPTION
Planet Fitness, Inc. is one of the largest and fastest-growing franchisors and operators of fitness centers, known for its "judgment-free" environment and highly affordable membership model. The company's competitive moat stems from its asset-light, highly scalable franchise system, strong brand recognition, and a differentiated market position appealing to value-conscious, casual exercisers. Planet Fitness is a dominant leader in the budget fitness segment, consistently expanding its footprint and membership base.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 936.8M | 1.1B | 1.2B | 1.3B | 12.2% | 1.3B | 1.4B | 1.5B | 7.4% |
| EPS | 1.18 | 1.63 | 2.01 | 2.62 | 30.5% | 2.92 | 2.73 | 3.06 | 8.0% |
| Shares | 83.4M | 86.8M | 84.3M | 80.4M | -3.6% | 79.1M | — | — | — |
| Debt | 2.3B | 2.4B | 2.6B | 2.9B | 7.4% | 2.9B | — | — | — |
| Equity | -199.0M | -115.6M | -215.4M | -482.8M | — | — | — | — | — |
| Op CF | 240.2M | 330.3M | 343.9M | 418.4M | 20.3% | 432.0M | — | — | — |
| Inv CF | -506.6M | -340.0M | -208.7M | -160.2M | — | — | — | — | — |
| Fin CF | 135.7M | -141.4M | -105.0M | -198.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of PLNT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PLNT | Planet Fitness, Inc.(you) | $4.2B | 40 | HOLD |
| MAT | Mattel, Inc. | $4.2B | 56 | HOLD |
| GOLF | Acushnet Holdings Corp. | $6.1B | 53 | HOLD |
| CALY | Callaway Golf Company | $3.3B | 68 | BUY |
| LTH | Life Time Group Holdings, Inc. | $9.4B | 61 | HOLD |
| FUN | Six Flags Entertainment Corporation | $1.8B | 18 | STRONG SELL |
| PTON | Peloton Interactive, Inc. | $2.6B | 71 | BUY |
| YETI | YETI Holdings, Inc. | $3.8B | 81 | STRONG BUY |
| HAS | Hasbro, Inc. | $12.6B | 62 | HOLD |
| LUCK | Lucky Strike Entertainment Corporation | $938M | 24 | SELL |
Peer medians: ROE 10.0% · P/E 22.6x · Gross margin 37.4%