Life Time Group Holdings Inc (LTH)vsPeloton Interactive Inc (PTON)
LTH
Life Time Group Holdings Inc
$26.42
+2.36%
CONSUMER CYCLICAL · Cap: $5.75B
PTON
Peloton Interactive Inc
$4.09
-0.49%
CONSUMER CYCLICAL · Cap: $1.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Life Time Group Holdings Inc generates 23% more annual revenue ($3.00B vs $2.44B). LTH leads profitability with a 12.5% profit margin vs -2.1%. LTH earns a higher WallStSmart Score of 66/100 (B-).
LTH
Strong Buy66
out of 100
Grade: B-
PTON
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$77.69
Current Price
$26.42
$51.27 discount
Intrinsic value data unavailable for PTON.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
2.2% earnings growth
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 1.7%
ROE of -847.0% — below average capital efficiency
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 : PTON
The strongest argument for PTON centers on Debt/Equity.
Bear Case : LTH
The primary concerns for LTH are EPS Growth, Debt/Equity, Free Cash Flow.
Bear Case : PTON
The primary concerns for PTON are EPS Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
LTH profiles as a value stock while PTON is a turnaround play — different risk/reward profiles.
PTON carries more volatility with a beta of 2.51 — expect wider price swings.
LTH is growing revenue faster at 12.3% — sustainability is the question.
PTON generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
LTH scores higher overall (66/100 vs 29/100) and 12.3% revenue growth. Both earn "Strong Buy" and "Avoid" 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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