Professional
Added to YB: 2025-02-05
Pitch date: 2025-01-27
XPOF [bullish]
Xponential Fitness, Inc.
-55.17%
current return
Author Info
No bio for this author
Company Info
Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness brands franchisor in North America.
Market Cap
$224.0M
Pitch Price
$16.26
Price Target
40.00 (+404%)
Dividend
N/A
EV/EBITDA
5.71
P/E
-3.99
EV/Sales
1.92
Sector
Hotels, Restaurants and Leisure
Category
growth
Buckley Capital Portfolio Holding: Xponential Fitness, Inc.
XPOF: Largest global boutique fitness franchisor, 8 verticals, 27 countries. Q4 system sales beating consensus by 5.2%. New CEO executing well. Trades at 60% discount to PLNT despite similar margins, faster growth. $30+ 2025 PT, $40+ 2026 PT. <10x 2025 FCF vs peers at 30x. Cons. $160M 2026 EBITDA vs $190M guide.
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