Amer Sports, Inc. (AS)vsLife Time Group Holdings Inc (LTH)
AS
Amer Sports, Inc.
$36.03
-1.26%
CONSUMER CYCLICAL · Cap: $21.23B
LTH
Life Time Group Holdings Inc
$31.93
-0.81%
CONSUMER CYCLICAL · Cap: $7.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Amer Sports, Inc. generates 113% more annual revenue ($6.57B vs $3.08B). LTH leads profitability with a 12.5% profit margin vs 6.5%. LTH trades at a lower P/E of 19.6x. AS earns a higher WallStSmart Score of 63/100 (C+).
AS
Buy63
out of 100
Grade: C+
LTH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AS.
Margin of Safety
-22.9%
Fair Value
$24.17
Current Price
$31.93
$7.76 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 999.0% YoY
Growing faster than its price suggests
Revenue surging 28.5% year-over-year
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
6.5% margin — thin
Premium valuation, high expectations priced in
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AS
The strongest argument for AS centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 28.5% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : LTH
The strongest argument for LTH centers on Price/Book. Revenue growth of 11.7% demonstrates continued momentum.
Bear Case : AS
The primary concerns for AS are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 48.0x leaves little room for execution misses.
Bear Case : LTH
The primary concerns for LTH are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
AS profiles as a growth stock while LTH is a value play — different risk/reward profiles.
AS carries more volatility with a beta of 2.15 — expect wider price swings.
AS is growing revenue faster at 28.5% — sustainability is the question.
Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AS scores higher overall (63/100 vs 59/100) and 28.5% 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.
Amer Sports, Inc.
CONSUMER CYCLICAL · LEISURE · USA
Amer Sports, Inc. is a prominent global leader in the sports equipment and apparel industry, based in Finland and renowned for its expansive portfolio of high-performance brands, including Salomon, Wilson, and Atomic. The company effectively addresses a wide array of sports markets such as skiing, tennis, and team sports while emphasizing innovation and sustainability in its product offerings. With a strong commitment to technological advancement and environmental responsibility, Amer Sports is well-positioned to take advantage of the increasing global focus on health and fitness, serving the needs of both recreational and competitive athletes across the globe.
Life Time Group Holdings Inc
CONSUMER CYCLICAL · LEISURE · USA
Life Time Group Holdings, Inc. offers health, fitness and wellness experiences to a community of individual members in the United States and Canada. The company is headquartered in Chanhassen, Minnesota.
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