Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PLNT
HoldFallen FavouritePlanet Fitness, Inc. · Consumer Cyclical · United States · $4.0B · Avg Vol: $99M/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 | 7.3% |
| EPS | 1.18 | 1.63 | 2.01 | 2.62 | 30.5% | 2.94 | 2.78 | 3.13 | 9.3% |
| Shares | 83.4M | 86.8M | 84.3M | 80.4M | -3.6% | 75.2M | — | — | — |
| Debt | 2.3B | 2.4B | 2.6B | 2.9B | 7.4% | 3.0B | — | — | — |
| Equity | -199.0M | -115.6M | -215.4M | -482.8M | — | — | — | — | — |
| Op CF | 240.2M | 330.3M | 343.9M | 418.4M | 20.3% | 434.0M | — | — | — |
| 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) | $4.0B | 42 | Hold |
| MAT | Mattel, Inc. | $4.3B | 46 | Hold |
| GOLF | Acushnet Holdings Corp. | $5.1B | 57 | Hold |
| LTH | Life Time Group Holdings, Inc. | $9.7B | 53 | Hold |
| HAS | Hasbro, Inc. | $13.3B | 52 | Hold |
| CALY | Callaway Golf Company | $2.8B | 73 | Buy |
| PTON | Peloton Interactive, Inc. | $2.4B | 71 | Buy |
| PRKS | United Parks & Resorts Inc. | $1.9B | 69 | Buy |
| FUN | Six Flags Entertainment Corporation | $1.7B | 14 | Strong Sell |
| YETI | YETI Holdings, Inc. | $3.0B | 84 | Strong Buy |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%