Added to YB: 2025-03-04
Pitch date: 2025-01-12
LTH [bullish]
Life Time Group Holdings, Inc.
+40.15%
current return
Author Info
No bio for this author
Company Info
Life Time Group Holdings, Inc., through its subsidiaries, provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada.
Market Cap
$7.5B
Pitch Price
$23.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.26
P/E
19.67
EV/Sales
3.74
Sector
Hotels, Restaurants and Leisure
Category
growth
Life Time Group Holdings, Inc. - $LTH
LTH: Luxury gym operator trading at 9.5x aEBITDA despite 2x pricing, 25% margins & FCF+. Misunderstood as overpriced gym, but offers premium experience with community focus. 17-20% annual return potential on 9% topline growth, margin expansion & new centers. Risks: PE exit, mgmt culture, CRE pullback. Catalysts: LDD aEBITDA growth, potential buybacks.
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