OneSpaWorld Holdings Ltd (OSW)vsPlanet Fitness Inc (PLNT)
OSW
OneSpaWorld Holdings Ltd
$23.20
+1.05%
CONSUMER CYCLICAL · Cap: $2.37B
PLNT
Planet Fitness Inc
$75.16
-0.07%
CONSUMER CYCLICAL · Cap: $6.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Planet Fitness Inc generates 29% more annual revenue ($1.24B vs $961.00M). PLNT leads profitability with a 17.7% profit margin vs 7.5%. PLNT trades at a lower P/E of 28.7x. PLNT earns a higher WallStSmart Score of 63/100 (C+).
OSW
Hold42
out of 100
Grade: D
PLNT
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-380.4%
Fair Value
$4.69
Current Price
$23.20
$18.51 premium
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
Conservative balance sheet, low leverage
Strong operational efficiency at 30.0%
Conservative balance sheet, low leverage
Earnings expanding 32.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
7.5% margin — thin
Earnings declined 9.1%
Moderate valuation
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OSW
The strongest argument for OSW centers on Debt/Equity. Revenue growth of 11.5% demonstrates continued momentum.
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 : OSW
The primary concerns for OSW are P/E Ratio, Profit Margin, EPS Growth.
Bear Case : PLNT
The primary concerns for PLNT are P/E Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
OSW profiles as a value 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.
OSW is growing revenue faster at 11.5% — sustainability is the question.
PLNT generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
PLNT scores higher overall (63/100 vs 42/100), backed by strong 17.7% margins and 10.7% 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.
OneSpaWorld Holdings Ltd
CONSUMER CYCLICAL · LEISURE · USA
OneSpaWorld Holdings Limited operates health and wellness centers aboard cruise ships and in destination resorts globally. The company is headquartered in Nassau, Bahamas.
Visit Website →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.
Visit Website →Compare with Other LEISURE Stocks
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