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US operator of upscale athletic/wellness clubs offering fitness, personal training, spa and co-working amenities on membership.
US operator of upscale athletic/wellness clubs offering fitness, personal training, spa and co-working amenities on membership.
Collects monthly dues from members, with revenue per member lifted by personal training, kids' programs, cafe and spa spending in the same building, so pricing and usage in each club matter more than adding clubs. It went public in 2021 after years of private-equity ownership.
Moat: narrow (brand, installed base, switching costs). Large, amenity-rich clubs in premium real estate are costly to replicate and create membership stickiness.
Headquarters: Chanhassen, Minnesota, US · Founded: 1992 · Employees: 44,000
Size Life Time (LTH) is a United States Consumer Discretionary company (Other Consumer Services) with a market value of $10.6B, the 747th largest of 3,117 United States companies the cockpit tracks. Shares closed at $47.12 on 6 Nov 2026.
Performance Over six months the shares gained 47.6%, against +6.7% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue grew 13.0% over the last twelve months (peer median +12.0%); the operating margin is 17.5% (peer median 16.6%).
Valuation It trades at 26.7× forward earnings against a peer median of 12.7× (3rd most expensive of 19).
Capital Return on invested capital runs 4.1 points below its cost of capital (10.2% WACC).
Short interest Short interest is 6.3% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $3.29B | $3.00B | $2.62B | $2.22B | $1.82B |
| Revenue growth | — | +14% | +18% | +22% | — |
| Gross profit | $1.20B | $1.09B | $898M | $709M | $475M |
| EBITDA | $901M | $801M | $647M | $478M | $286M |
| Net income | $419M | $374M | $156M | $76.1M | -$1.79M |
| Free cash flow | -$207M | -$21.0M | $50.6M | -$231M | -$390M |
| Capital expenditure | $1.12B | $891M | $525M | $694M | $591M |
| Total debt | $4.31B | $4.19B | $4.02B | $4.29B | $4.06B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Life Time LTH | $10.6B | +48% | +13% | 17% | 26.7× | n/a |
| Planet Fitness PLNT | $4.56B | +31% | +13% | 31% | 17.3× | 4.8% |
| Peloton Interactive PTON | $2.50B | -1% | -2% | 9% | 18.7× | 7.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LTH | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.0% | +6.0% | 4th highest of 20 |
| 6-month return | +47.6% | +6.7% | 2nd highest of 20 |
| Distance from 52-week high | -3.1% | -19.0% | 2nd highest of 20 |
| Revenue growth (TTM) | +13.0% | +12.0% | 9th highest of 20 |
| Operating margin | 17.5% | 16.6% | 9th highest of 20 |
| Forward P/E | 26.7× | 12.7× | 3rd most expensive of 19 |
| ROIC minus cost of capital | -4.1 pp | +8.5 pp | lowest of 19 |
| EV / EBITDA | 16.2× | 11.2× | 5th most expensive of 18 |
| Net debt / EBITDA | 4.4× | 0.4× | 2nd most indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Life Time LTH | United States | $10.6B | +48% | +13% | 17% | 26.7× | n/a | n/a |
| Service Corporation International SCI | United States | $10.0B | -5% | +3% | 22% | 17.5× | 3.4% | +4.2% |
| New Oriental Education & Technology 9901.HK | Hong Kong | $7.58B | -3% | +21% | 12% | 12.8× | -16.4% | +5.9% |
| Andersen ANDG | United States | $7.34B | +78% | +18% | 14% | 32.4× | 29.0% | +18.0% |
| H&R Block HRB | United States | $6.45B | +43% | +5% | 24% | 8.4× | -15.4% | +2.9% |
| Graham GHC | United States | $5.05B | +7% | +4% | 6% | 16.4× | 8.6% | +11.2% |
| Kakaku.com 2371.T | Japan | $4.63B | +42% | +17% | 27% | 31.3× | 4.6% | +13.0% |
| Planet Fitness PLNT | United States | $4.56B | +31% | +13% | 31% | 17.3× | 4.8% | +26.6% |
| Valvoline VVV | United States | $4.44B | -2% | +16% | 18% | 19.4× | 10.3% | -6.2% |
| Tui TUI1.DE | Germany | $4.31B | +17% | -2% | 4% | 7.4× | -2.0% | +24.9% |
| Indian Railway Catering & Tourism IRCTC.NS | India | $3.87B | -20% | +15% | 30% | 24.2× | 28.7% | +46.4% |
| Trip.com-s 9961.HK | Hong Kong | $29.0B | -17% | +18% | 16% | 12.6× | 4.6% | +26.9% |
| Marriott Vacations Worldwide VAC | United States | $3.80B | +43% | +5% | 11% | 11.4× | 7.7% | +11.8% |
| Expedia EXPE | United States | $29.6B | +13% | +12% | 17% | 10.6× | -0.3% | +23.2% |
| Covista CVSA | United States | $3.67B | -18% | +9% | 20% | 12.0× | -3.7% | +16.6% |
| Jet2 JET2.L | United Kingdom | $3.61B | +34% | +4% | 6% | 11.1× | n/a | n/a |
| Tongcheng Travel 0780.HK | Hong Kong | $3.38B | -37% | +15% | 17% | 6.1× | -15.0% | +25.8% |
| Ferrotec (An Hui) Technology Development 301297.SZ | China | $3.21B | -30% | +37% | 10% | n/a | n/a | n/a |
| Stride LRN | United States | $3.15B | -15% | +2% | 19% | 9.5× | -19.1% | +10.4% |
| OneSpaWorld OSW | United States | $3.12B | +25% | +10% | 10% | 24.5× | 19.5% | +51.4% |