Life Time Group Holdings Inc (LTH)vsMadison Square Garden Entertainment Corp (MSGE)
LTH
Life Time Group Holdings Inc
$26.42
+2.36%
CONSUMER CYCLICAL · Cap: $5.75B
MSGE
Madison Square Garden Entertainment Corp
$57.63
+0.49%
CONSUMER CYCLICAL · Cap: $2.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Life Time Group Holdings Inc generates 195% more annual revenue ($3.00B vs $1.01B). LTH leads profitability with a 12.5% profit margin vs 5.1%. LTH trades at a lower P/E of 15.6x. LTH earns a higher WallStSmart Score of 66/100 (B-).
LTH
Strong Buy66
out of 100
Grade: B-
MSGE
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$77.69
Current Price
$26.42
$51.27 discount
Margin of Safety
-18.4%
Fair Value
$49.97
Current Price
$57.63
$7.66 premium
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 224 in profit
Strong operational efficiency at 35.7%
Earnings expanding 24.4% YoY
Areas to Watch
2.2% earnings growth
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
5.1% margin — thin
Premium valuation, high expectations priced in
Trading at 75.8x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LTH
The strongest argument for LTH centers on P/E Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum.
Bull Case : MSGE
The strongest argument for MSGE centers on Return on Equity, Operating Margin, EPS Growth. Revenue growth of 12.9% demonstrates continued momentum.
Bear Case : LTH
The primary concerns for LTH are EPS Growth, Debt/Equity, Free Cash Flow.
Bear Case : MSGE
The primary concerns for MSGE are Profit Margin, P/E Ratio, Price/Book. A P/E of 52.9x leaves little room for execution misses. Debt-to-equity of 49.00 is elevated, increasing financial risk.
Key Dynamics to Monitor
LTH carries more volatility with a beta of 1.69 — expect wider price swings.
MSGE is growing revenue faster at 12.9% — sustainability is the question.
MSGE generates stronger free cash flow (158M), providing more financial flexibility.
Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LTH scores higher overall (66/100 vs 61/100) and 12.3% revenue growth. 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.
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.
Madison Square Garden Entertainment Corp
CONSUMER CYCLICAL · LEISURE · USA
Madison Square Garden Entertainment Corp. The company is headquartered in New York, New York.
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