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Added to YB: 2024-07-29

Pitch date: 2024-07-13

XPOF [bullish]

Xponential Fitness, Inc.

-52.25%

current return

Author Info

Laughing Water Capital is a boutique investment partnership. Our partners believe that careful analysis of a select group of businesses can lead to above average investment returns for equity investors. Our small size and patient approach give us an advantage that cannot be matched by traditional asset managers or hedge funds that are focused on the day to day gyrations of the stock market, rather than the fundamental value of businesses. Visit their website.

Company Info

Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness brands franchisor in North America.

Market Cap

$224.0M

Pitch Price

$16.63

Price Target

49.00 (+517%)

Dividend

N/A

EV/EBITDA

5.71

P/E

-3.99

EV/Sales

1.92

Sector

Hotels, Restaurants and Leisure

Category

turnaround

Show full summary:
Laughing Water Capital New Position: Xponential Fitness, Inc.

XPOF: Boutique fitness franchisor, 200%+ upside potential. New CEO, open to divesting underperforming concepts, likely share repurchases. Growth guaranteed w/ sold licenses > open studios. Grew during COVID. SEC investigation causing uncertainty, but resolution expected. Trades at discount; re-rating to peer multiples could yield 200%+ upside.

Read full article (2 min)