Amer Sports, Inc. (AS)vsLife Time Group Holdings Inc (LTH)
AS
Amer Sports, Inc.
$36.84
+2.02%
CONSUMER CYCLICAL · Cap: $21.07B
LTH
Life Time Group Holdings Inc
$43.81
+0.76%
CONSUMER CYCLICAL · Cap: $10.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Amer Sports, Inc. generates 121% more annual revenue ($7.04B vs $3.18B). LTH leads profitability with a 13.0% profit margin vs 6.5%. LTH trades at a lower P/E of 24.1x. AS earns a higher WallStSmart Score of 65/100 (C+).
AS
Buy65
out of 100
Grade: C+
LTH
Buy60
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.1% year-over-year
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 20.8% YoY
Earnings expanding 40.6% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 6.8% — below average capital efficiency
6.5% margin — thin
Premium valuation, high expectations priced in
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AS
The strongest argument for AS centers on Revenue Growth, Debt/Equity, PEG Ratio. Revenue growth of 32.1% 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 EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : AS
The primary concerns for AS are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 45.3x leaves little room for execution misses.
Bear Case : LTH
The primary concerns for LTH are Debt/Equity, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
AS profiles as a hypergrowth stock while LTH is a value play — different risk/reward profiles.
AS carries more volatility with a beta of 2.04 — expect wider price swings.
AS is growing revenue faster at 32.1% — sustainability is the question.
AS generates stronger free cash flow (94M), providing more financial flexibility.
Bottom Line
AS scores higher overall (65/100 vs 60/100) and 32.1% 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 leading global player in the sports equipment and apparel industry, based in Finland and boasts a well-diversified portfolio featuring esteemed brands such as Salomon, Wilson, and Atomic. The company focuses on catering to both recreational and professional athletes across a wide range of sports, including skiing and tennis. Committed to innovation and sustainability, Amer Sports integrates advanced technology and environmentally responsible practices into its product development, reflecting the rising global demand for health-conscious solutions. This strategic direction positions the company well for long-term growth and resilience in an increasingly competitive market.
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.
Compare with Other LEISURE Stocks
Want to dig deeper into these stocks?