Here Group Limited (HERE)vsLife Time Group Holdings Inc (LTH)
HERE
Here Group Limited
$3.10
+1.97%
CONSUMER CYCLICAL · Cap: $305.63M
LTH
Life Time Group Holdings Inc
$26.42
+2.36%
CONSUMER CYCLICAL · Cap: $5.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Life Time Group Holdings Inc generates 10% more annual revenue ($3.00B vs $2.73B). HERE leads profitability with a 13.2% profit margin vs 12.5%. HERE trades at a lower P/E of 5.9x. LTH earns a higher WallStSmart Score of 66/100 (B-).
HERE
Buy52
out of 100
Grade: C-
LTH
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.1%
Fair Value
$6.26
Current Price
$3.10
$3.16 discount
Margin of Safety
+61.8%
Fair Value
$77.69
Current Price
$26.42
$51.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 49 in profit
Strong operational efficiency at 20.0%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Revenue declined 38.2%
Earnings declined 45.4%
2.2% earnings growth
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HERE
The strongest argument for HERE centers on P/E Ratio, Price/Book, Return on Equity.
Bull Case : LTH
The strongest argument for LTH centers on P/E Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : HERE
The primary concerns for HERE are Market Cap, Revenue Growth, EPS Growth.
Bear Case : LTH
The primary concerns for LTH are EPS Growth, Debt/Equity, Free Cash Flow.
Key Dynamics to Monitor
HERE profiles as a declining stock while LTH is a value play — different risk/reward profiles.
LTH carries more volatility with a beta of 1.69 — expect wider price swings.
LTH is growing revenue faster at 12.3% — sustainability is the question.
Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LTH scores higher overall (66/100 vs 52/100) and 12.3% revenue growth. HERE offers better value entry with a 37.1% margin of safety. Both earn "Strong 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.
Here Group Limited
CONSUMER CYCLICAL · LEISURE · China
Here Group Limited designs and sells pop toys in China. The company is headquartered in Beijing, the People's Republic of China.
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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