Professional
Added to YB: 2024-11-27
Pitch date: 2024-11-22
LTH [bullish]
Life Time Group Holdings, Inc.
+3.99%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Life Time Group Holdings, Inc. provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada.
Market Cap
$5.7B
Pitch Price
$24.79
Price Target
29.00 (+12%)
Dividend
N/A
EV/EBITDA
8.37
P/E
20.10
EV/Sales
3.29
Sector
Hotels, Restaurants and Leisure
Category
growth
Show full summary:
Life Time Group Holdings, Inc.: A Play for Pickleball and Fitness: Initiating Outperform
LTH Outperform, $29 PT: Premium gym operator w/ improving ROIC (30%+ on sale-leaseback vs low-mid teens owned). 2.9% market share in fragmented high-end segment. 5% comps 2025/26E. FCF positive w/ 10-12 new centers/year. Risks: stakeholder selldown, interest rates, competition. 10x 2026 EV/EBITDA.