Planet Fitness, Inc. (PLNT) vs YETI Holdings, Inc. (YETI)

Planet Fitness, Inc. and YETI Holdings, Inc. are both Leisure companies. Planet Fitness, Inc. is the larger, with a market value of $4.5B against $3.4B — 1.3× the size. YETI Holdings, Inc. trades at the lower P/E: 20.1× against 20.4×. Planet Fitness, Inc. grew revenue faster over the last twelve months: 11.7% against 6.24%. Planet Fitness, Inc. has the higher net margin (16.1% vs 9.24%) and the lower return on invested capital (19.4% vs 22.7%). Across the 21 metrics below, YETI Holdings, Inc. leads on 12 and Planet Fitness, Inc. on 9.

Valuation

Metric PLNT YETI Leisure median
P/E 20.38 20.13 17.39
P/S 3.22 1.81 1.08
P/B n/m 5.75 1.75
Price to free cash flow 21.65 18.16 11.20
EV/EBITDA 11.09 12.11 10.96
EV/Sales 4.61 1.83 1.87
Earnings yield 4.91% 4.97% 3.10%
Free cash flow yield 4.62% 5.51% 5.07%

Profitability

Metric PLNT YETI Leisure median
Gross margin 81.55% 59.21% 47.50%
Operating margin 29.89% 12.18% 4.91%
Net margin 16.06% 9.24% 7.35%
Free cash flow margin 14.87% 9.97% 6.81%
Return on equity (57.39%) 25.32% 1.21%
Return on assets 7.51% 13.73% 2.20%
Return on invested capital 19.40% 22.66% 5.26%

Growth

Metric PLNT YETI Leisure median
Revenue growth (TTM) 11.67% 6.24% 2.89%
EPS growth (last fiscal year) 31.00% (0.98%) (4.35%)
Revenue growth, 5-year CAGR 26.63% 11.35% 5.32%
Net income growth, 5-year CAGR 0.00% 1.20% 0.00%

Health

Metric PLNT YETI Leisure median
Debt to equity (4.04) 0.17 0.00
Current ratio 1.53 1.75 1.76
Net debt to EBITDA 3.53 (0.43) 1.53

Dividend

Metric PLNT YETI Leisure median
Dividend yield — — 1.77%
Payout ratio — — 0.27

Size

Metric PLNT YETI Leisure median
Market cap 4.54b 3.43b 555.10m

Compare with another peer

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