Planet Fitness Inc (PLNT)vsPeloton Interactive Inc (PTON)
PLNT
Planet Fitness Inc
$42.68
+4.81%
CONSUMER CYCLICAL · Cap: $3.75B
PTON
Peloton Interactive Inc
$4.92
+2.71%
CONSUMER CYCLICAL · Cap: $2.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Peloton Interactive Inc generates 88% more annual revenue ($2.45B vs $1.30B). PLNT leads profitability with a 18.3% profit margin vs 2.6%. PLNT trades at a lower P/E of 16.8x. PLNT earns a higher WallStSmart Score of 62/100 (C+).
PLNT
Buy62
out of 100
Grade: C+
PTON
Hold46
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.7%
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 26.1% YoY
Earnings expanding 160.6% YoY
Conservative balance sheet, low leverage
Areas to Watch
4.5% revenue growth
ROE of 0.0% — below average capital efficiency
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 : PLNT
The strongest argument for PLNT centers on Operating Margin, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 33.7%. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : PTON
The strongest argument for PTON centers on EPS Growth, Debt/Equity.
Bear Case : PLNT
The primary concerns for PLNT are Revenue Growth, Return on Equity, 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.
PLNT is growing revenue faster at 4.5% — 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
PLNT scores higher overall (62/100 vs 46/100), backed by strong 18.3% margins. 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.
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 →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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