Added to YB: 2025-02-12
Pitch date: 2025-02-10
XPOF [bullish]
Xponential Fitness, Inc.
-9.1%
current return
Author Info
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Company Info
Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness franchisor in North America.
Market Cap
$553.7M
Pitch Price
$17.25
Price Target
60.00 (+261%)
Dividend
N/A
Sector
Hotels, Restaurants and Leisure
Category
growth
Xponential Fitness Inc (NYSE:XPOF) Pitch
XPOF: Franchisor of boutique fitness studios. 8.5x 2025 EBITDA vs peers 17.5x. New board/exec team. High unit growth visibility. Recent acquisition supports higher valuation. $60 PT in 3-4yrs (vs $17.35). 62% unit growth backlog. $80-90m FCF 2025 (10% yield). Risks: brand dependency, franchisee churn, lawsuits.
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