Added to YB: 2026-03-09
Pitch date: 2026-03-05
XPOF [bullish]
Xponential Fitness, Inc.
+2.78%
current return
Author Info
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Company Info
Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness brands franchisor in North America.
Market Cap
$206.3M
Pitch Price
$5.76
Price Target
18.00 (+199%)
Dividend
N/A
EV/EBITDA
5.97
P/E
-3.76
EV/Sales
1.89
Sector
Hotels, Restaurants and Leisure
Category
special_situation
The saviour of Xponential fitness
XPOF: Voss Capital (19.3% stake) demands board review strategic alternatives incl full sale. Club Pilates alone generates $102M EBITDA (vs $105M group 2026 guide), implying rest of portfolio dilutive. ~$500M debt at 5x leverage, $55M annual interest drains FCF. At 12x EBITDA on Club Pilates ($120M mid-point) = ~3x upside; even 8x = near double. Private sale could unlock 400-600bps lower financing via royalty securitisation.
Read full article (4 min)