XPOF vs PLNT Stock Comparison: AI Score, Valuation, Performance and Upside
XPOF (Xponential Fitness) and PLNT (Planet Fitness) represent opposite ends of the fitness market — Xponential's premium boutique fitness portfolio at $150-250/month versus Planet Fitness' mass-market $10 gym membership. Both are franchise operators benefiting from the recurring membership model, but targeting very different consumer segments and price points.
XPOF vs PLNT is the premium-vs-value fitness franchise comparison — Xponential's boutique modality portfolio at premium price points versus Planet Fitness' massive scale at the lowest possible price, serving different consumer segments in the $35B+ U.S. gym market.
XPOF and PLNT are closely matched — they split the tracked metrics evenly. XPOF leads on both 1-year return (-15.47%) and forward P/E (8.89x vs 14.69x for PLNT), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for PLNT (+25.78%) than for XPOF (+5.63%).
- →Want boutique fitness franchise exposure across multiple modalities (Pilates, barre, cycling, stretching) at premium price points
- →Value portfolio diversification across 10 brands as reducing single-concept risk while capturing multiple segments of the premium fitness consumer
- →See international boutique fitness expansion as a multi-year growth opportunity beyond Xponential's current North American focus
- →Want the dominant mass-market low-price gym franchise with 2,400+ locations and proven unit economics at the $10 membership price point
- →Value Planet Fitness' non-intimidating positioning as capturing the large segment of non-gym-goers who can now afford fitness at $10/month
- →See new club openings and member count growth as predictable, compounding franchise expansion in a large and underpenetrated fitness market
| Metric | XPOF | PLNT |
|---|---|---|
| AI score | 22.3 | 38.6 |
| AI rank | #4185 | #1256 |
| Latest close | $6.83 | $52.98 |
| 1M return | +41.41% | +2.58% |
| 6M return | -9.30% | -51.84% |
| 1Y return | -15.47% | -50.80% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | XPOF | PLNT |
|---|---|---|
| 1Y ago | $8.45K (-15.5%) started 2025-06-18 | $4.92K (-50.8%) started 2025-06-18 |
| 5Y ago | $5.58K (-44.2%) started 2021-07-23 | $7.12K (-28.8%) started 2021-06-18 |
| 10Y ago | $5.58K (-44.2%) started 2021-07-23 | $35.21K (+252.1%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | XPOF | PLNT |
|---|---|---|
| Market cap | $335.39M | $4.21B |
| Trailing P/E | N/A | 19.13 |
| Forward P/E | 8.89 | 14.69 |
| Price/Sales | 1.12 | 3.27 |
| EV/Revenue | 2.48 | 5.00 |
| Analyst target | $7.21 | $66.64 |
| Target upside | +5.63% | +25.78% |
| Metric | XPOF | PLNT |
|---|---|---|
| Revenue growth | -21.00% | 19.70% |
| Earnings growth | N/A | 30.20% |
| EPS growth | N/A | +30.20% |
| FCF margin | +10.36% | +12.56% |
| Operating margin | N/A | N/A |
| Profit margin | -12.55% | 17.77% |
| ROIC proxy | N/A | N/A |
| Return on equity | N/A | N/A |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.12 | 1.04 |
| Debt/equity | N/A | N/A |
| Current ratio | 0.76 | 2.07 |
| Quick ratio | 0.50 | 1.69 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | XPOF | PLNT |
|---|---|---|---|
| 1Y | Growth | -15.47% | -50.80% |
| CAGR | -15.48% | -50.83% | |
| Sharpe ratio | 0.24 | -1.42 | |
| Max drawdown | 61.31% | 61.24% | |
| Max daily drop | 47.08% | 31.19% | |
| Max wkly drop | 48.61% | 33.99% | |
| 5Y | Growth | -44.24% | -28.76% |
| CAGR | -11.23% | -6.56% | |
| Sharpe ratio | 0.23 | -0.09 | |
| Max drawdown | 87.12% | 61.24% | |
| Max daily drop | 47.08% | 31.19% | |
| Max wkly drop | 48.61% | 33.99% | |
| 10Y | Growth | -44.24% | +209.19% |
| CAGR | -11.23% | +11.96% | |
| Sharpe ratio | 0.23 | 0.38 | |
| Max drawdown | 87.12% | 68.72% | |
| Max daily drop | 47.08% | 31.19% | |
| Max wkly drop | 48.61% | 51.68% |
| Category | XPOF | PLNT |
|---|---|---|
| Company | Xponential Fitness, Inc. | Planet Fitness, Inc. |
| Sector | Consumer Discretionary - Fitness Franchises | Consumer Discretionary - Fitness Franchise |
| Industry | N/A | N/A |
| Core business | Xponential Fitness franchises a portfolio of 10 boutique fitness brands including Club Pilates, Pure Barre, CycleBar, StretchLab, Rumble, and others, providing premium class-based fitness experiences across a range of modalities at higher price points than traditional gyms. | Planet Fitness operates and franchises over 2,400 gyms across North America offering extremely low-cost memberships ($10-$25/month), targeting 'casual gym-goers' and fitness beginners who want a no-frills, non-intimidating gym experience without premium pricing. |
| Investor focus | Investors track Xponential's studio count growth, AUV (average unit volume) per studio, system-wide sales, and franchisee profitability across its diverse brand portfolio. | Investors track Planet Fitness' same-club sales, member count, new club openings, franchisee royalty revenue, and equipment placement revenue from opening new clubs. |
- →Portfolio of established boutique fitness brands across diverse modalities reduces single-brand risk and captures multiple consumer segments
- →Boutique fitness consumers pay premium monthly memberships and have high loyalty — premium brands command higher margins than commodity gym memberships
- →International expansion opportunity — Xponential's boutique brands are underpenetrated in international markets where boutique fitness is growing rapidly
- →$10/month classic membership is the industry's most aggressive value proposition — creating a large addressable market of price-sensitive gym members who couldn't afford traditional gym memberships
- →Judgment-free zone brand positioning and welcoming atmosphere attracts gym beginners and casual users who avoid premium gyms
- →Equipment manufacturer revenue from franchisees opening new locations provides predictable recurring income alongside royalties
- →Boutique fitness franchise economics depend on franchisee profitability — struggling franchisees pressure system-wide growth and corporate royalty revenue
- →Consumer spending sensitivity — boutique fitness memberships ($150-250/month) are discretionary and can be cancelled in economic stress
- →Competition among boutique fitness brands is intense as new modalities and competitors launch continuously
- →Low-price positioning limits revenue per member and per club versus premium fitness brands like Life Time or Equinox
- →At-home fitness competition (Peloton, Mirror, YouTube workout channels) reduced gym attendance during COVID and some members didn't return
- →Franchise unit economics need to work for franchisees — member count per club must be sufficient to cover rent and equipment costs at $10 membership price points
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