Life Time Group Holdings Inc (LTH)vsPeloton Interactive Inc (PTON)
LTH
Life Time Group Holdings Inc
$39.97
+0.28%
CONSUMER CYCLICAL · Cap: $8.92B
PTON
Peloton Interactive Inc
$4.92
+2.71%
CONSUMER CYCLICAL · Cap: $2.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Life Time Group Holdings Inc generates 30% more annual revenue ($3.18B vs $2.45B). LTH leads profitability with a 13.0% profit margin vs 2.6%. LTH trades at a lower P/E of 21.8x. LTH earns a higher WallStSmart Score of 61/100 (C+).
LTH
Buy61
out of 100
Grade: C+
PTON
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.5%
Fair Value
$21.88
Current Price
$39.97
$18.09 premium
Intrinsic value data unavailable for PTON.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 40.6% YoY
Earnings expanding 160.6% YoY
Conservative balance sheet, low leverage
Areas to Watch
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Premium valuation, high expectations priced in
0.1% revenue growth
2.6% margin — thin
ROE of -847.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : LTH
The strongest argument for LTH centers on Price/Book, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bull Case : PTON
The strongest argument for PTON centers on EPS Growth, Debt/Equity.
Bear Case : LTH
The primary concerns for LTH are Debt/Equity, Free Cash Flow, Altman Z-Score.
Bear Case : PTON
The primary concerns for PTON are P/E Ratio, Revenue Growth, Profit Margin. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
PTON carries more volatility with a beta of 2.53 — expect wider price swings.
LTH is growing revenue faster at 13.7% — sustainability is the question.
PTON generates stronger free cash flow (106M), providing more financial flexibility.
Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LTH scores higher overall (61/100 vs 46/100) and 13.7% revenue growth. Both earn "Buy" and "Hold" 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.
Peloton Interactive Inc
CONSUMER CYCLICAL · LEISURE · USA
Peloton Interactive, Inc. offers interactive fitness products in North America and internationally. The company is headquartered in New York, New York.
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