Life Time Group vs Planet Fitness
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KIRA’s take AI analyst
I put Life Time Group and Planet Fitness side by side, using each one’s latest annual report. Here is what stands out:
- Life Time Group is the larger business, with $3.0B of revenue in fiscal 2025 against $1.3B for Planet Fitness, about 2.3 times as much.
- Life Time Group grew revenue faster (14.3%, against 12.1%).
- Planet Fitness kept more of each dollar of sales as operating profit (29.8% operating margin, against 16.1%).
- Planet Fitness turned more of its sales into free cash flow (19.2% FCF margin, against −0.7%).
- Planet Fitness earned a higher return on the capital invested in it (18.4%, against 8.5%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Life Time Group
LTH
2/8
Revenue growthNet debt / EBITDA
Planet Fitness
PLNT
6/8
5-year growthGross marginOperating marginNet marginFCF marginReturn on capital
Side by side
Best in the row
| Latest fiscal year | LTH FY25 | PLNT FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.0B | — |
| Revenue | $3.0B | $1.3B |
| Free cash flow | −$21.0M | $255M |
| Net income | $374M | $219M |
| Growth | ||
| Revenue growth | 14.3% | 12.1% |
| 5-year growth | 25.9% | 26.6% |
| Share count change | 6.8% | — |
| Profitability | ||
| Gross margin | 47.6% | 82.6% |
| Operating margin | 16.1% | 29.8% |
| Net margin | 12.5% | 16.6% |
| FCF margin | −0.7% | 19.2% |
| Return on capital | 8.5% | 18.4% |
| Return on equity | 13.0% | — |
| Balance sheet | ||
| Net debt | $1.3B | $2.0B |
| Net debt / EBITDA | 1.7x | 3.7x |
| Dividends and buybacks | $0.0M | $500M |
| Valuation & quality | ||
| P/E | 23.8x | — |
| Piotroski F-score | 8 | — |
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.