Added to YB: 2025-08-13
Pitch date: 2025-08-11
LTH [bullish]
Life Time Group Holdings, Inc.
+17.97%
current return
Author Info
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Company Info
Life Time Group Holdings, Inc., through its subsidiaries, provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada.
Market Cap
$7.5B
Pitch Price
$27.93
Price Target
56.00 (+70%)
Dividend
N/A
EV/EBITDA
9.26
P/E
19.67
EV/Sales
3.74
Sector
Hotels, Restaurants and Leisure
Category
growth
Life Time: A Small-Cap Bet on Stickiness, Scale, and Pricing Power
LTH: Premium fitness chain w/ 184 centers across 30+ states. Q2'25 revenue $762M (+14% YoY), FCF positive 5th straight qtr. Trades at 12x EBITDA vs PLNT's 20x. Strong moat: 100k sqft clubs, high retention, pricing power. Targeting 10-12 new clubs yearly, $250M sale-leasebacks in 2025. 2x price potential in 2-3yrs on margin expansion.
Read full article (4 min)