Professional
Added to YB: 2025-11-28
Pitch date: 2025-11-25
XPOF [neutral]
Xponential Fitness, Inc.
+23.87%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness brands franchisor in North America.
Market Cap
$224.0M
Pitch Price
$6.41
Price Target
17.00 (+114%)
Dividend
N/A
EV/EBITDA
5.71
P/E
-3.99
EV/Sales
1.92
Sector
Hotels, Restaurants and Leisure
Category
value
Voss Capital Portfolio Holding: Long XPOF
XPOF (holding update): Trading at 7x 2025 EBITDA vs PLNT's 20-21x despite strong unit economics. Club Pilates studios now open at 27% higher Year 1 revenue, reaching capacity faster but masking as growth stall in SSS metrics. Club Pilates alone worth $13-$17/share at 11-13x EBITDA vs $6 current price.
Read full article (2 min)