Life Time Group vs OneSpaWorld
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KIRAβs take AI analyst
I put Life Time Group and OneSpaWorld side by side, using each oneβs latest annual report. Here is what stands out:
- Life Time Group is the larger business, with $3.0B of revenue in fiscal 2025 against $961M for OneSpaWorld, about 3.1 times as much.
- Life Time Group grew revenue faster (14.3%, against 7.4%).
- Life Time Group kept more of each dollar of sales as operating profit (16.1% operating margin, against 8.5%).
- OneSpaWorld turned more of its sales into free cash flow (7.1% FCF margin, against β0.7%).
- OneSpaWorld earned a higher return on the capital invested in it (12.7%, against 8.5%).
- Investors pay more for each dollar of OneSpaWorldβs earnings: a P/E of 30.2x against 23.8x for Life Time Group.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Life Time Group
LTH
4/10
Revenue growthOperating marginNet marginPiotroski F-score
OneSpaWorld
OSW
6/10
5-year growthFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | LTH FY25 | OSW FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.0B | $2.4B |
| Revenue | $3.0B | $961M |
| Free cash flow | β$21.0M | $68.5M |
| Net income | $374M | $71.6M |
| Growth | ||
| Revenue growth | 14.3% | 7.4% |
| 5-year growth | 25.9% | 51.4% |
| Share count change | 6.8% | β1.2% |
| Profitability | ||
| Gross margin | 47.6% | β |
| Operating margin | 16.1% | 8.5% |
| Net margin | 12.5% | 7.5% |
| FCF margin | β0.7% | 7.1% |
| Return on capital | 8.5% | 12.7% |
| Return on equity | 13.0% | 13.1% |
| Balance sheet | ||
| Net debt | $1.3B | $67.7M |
| Net debt / EBITDA | 1.7x | 0.6x |
| Dividends and buybacks | $0.0M | $92.9M |
| Valuation & quality | ||
| P/E | 23.8x | 30.2x |
| Piotroski F-score | 8 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.