Life Time Group Holdings, Inc. (LTH) vs YETI Holdings, Inc. (YETI)

Life Time Group Holdings, Inc. and YETI Holdings, Inc. are both Leisure companies. Life Time Group Holdings, Inc. is the larger, with a market value of $8.9B against $3.1B — 2.9× the size. YETI Holdings, Inc. trades at the lower P/E: 18.1× against 21.1×. Life Time Group Holdings, Inc. grew revenue faster over the last twelve months: 12.7% against 6.24%. Life Time Group Holdings, Inc. has the higher net margin (13.0% vs 9.24%) and the lower return on invested capital (7.56% vs 22.7%). Across the 21 metrics below, YETI Holdings, Inc. leads on 15 and Life Time Group Holdings, Inc. on 6.

Valuation

Metric LTH YETI Leisure median
P/E 21.15 18.15 17.42
P/S 2.80 1.63 1.02
P/B 2.69 5.18 2.13
Price to free cash flow n/m 16.37 11.49
EV/EBITDA 11.65 10.93 9.97
EV/Sales 3.19 1.65 2.00
Earnings yield 4.73% 5.51% 2.85%
Free cash flow yield (1.70%) 6.11% 3.64%

Profitability

Metric LTH YETI Leisure median
Gross margin 48.02% 59.21% 48.02%
Operating margin 17.27% 12.18% 3.08%
Net margin 13.04% 9.24% 2.58%
Free cash flow margin (4.74%) 9.97% 2.13%
Return on equity 13.45% 25.32% 0.00%
Return on assets 5.20% 13.73% 0.05%
Return on invested capital 7.56% 22.66% 3.95%

Growth

Metric LTH YETI Leisure median
Revenue growth (TTM) 12.69% 6.24% 3.28%
EPS growth (last fiscal year) 124.32% (0.98%) —
Revenue growth, 5-year CAGR 25.86% 11.35% 4.22%
Net income growth, 5-year CAGR 0.00% 1.20% 0.00%

Health

Metric LTH YETI Leisure median
Debt to equity 0.45 0.17 0.02
Current ratio 0.66 1.75 1.76
Net debt to EBITDA 1.63 (0.43) 1.85

Dividend

Metric LTH YETI Leisure median
Dividend yield — — 2.86%
Payout ratio 0.00 0.00 0.00

Size

Metric LTH YETI Leisure median
Market cap 8.91b 3.06b 293.27m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack