Here Group Limited (HERE)vsPlanet Fitness Inc (PLNT)
HERE
Here Group Limited
$3.10
+1.97%
CONSUMER CYCLICAL · Cap: $305.63M
PLNT
Planet Fitness Inc
$75.16
-0.07%
CONSUMER CYCLICAL · Cap: $6.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Here Group Limited generates 120% more annual revenue ($2.73B vs $1.24B). PLNT leads profitability with a 17.7% profit margin vs 13.2%. HERE trades at a lower P/E of 5.9x. PLNT earns a higher WallStSmart Score of 63/100 (C+).
HERE
Buy52
out of 100
Grade: C-
PLNT
Buy63
out of 100
Grade: C+
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
+24.9%
Fair Value
$122.62
Current Price
$75.16
$47.46 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%
Strong operational efficiency at 30.0%
Conservative balance sheet, low leverage
Earnings expanding 32.5% YoY
Areas to Watch
Smaller company, higher risk/reward
Revenue declined 38.2%
Earnings declined 45.4%
Moderate valuation
ROE of 0.0% — below average capital efficiency
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 : PLNT
The strongest argument for PLNT centers on Operating Margin, Debt/Equity, EPS Growth. Profitability is solid with margins at 17.7% and operating margin at 30.0%. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : HERE
The primary concerns for HERE are Market Cap, Revenue Growth, EPS Growth.
Bear Case : PLNT
The primary concerns for PLNT are P/E Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
HERE profiles as a declining stock while PLNT is a mature play — different risk/reward profiles.
PLNT carries more volatility with a beta of 1.30 — expect wider price swings.
PLNT is growing revenue faster at 10.7% — sustainability is the question.
Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLNT scores higher overall (63/100 vs 52/100), backed by strong 17.7% margins and 10.7% revenue growth. HERE offers better value entry with a 37.1% margin of safety. 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.
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.
Planet Fitness Inc
CONSUMER CYCLICAL · LEISURE · USA
Planet Fitness, Inc., franchises and operates gyms under the Planet Fitness brand. The company is headquartered in Hampton, New Hampshire.
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