Planet Fitness (PLNT)
NYSEConsumer DiscretionaryLeisureSnapshot 2026-09-04
NYSEConsumer DiscretionaryLeisureSnapshot 2026-09-04
Research Workspace
Put PLNT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 13% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 61% in its worst 12-month stretch.
View RiskPlanet Fitness's growth trajectory relies on achieving a revenue increase of about 7% in 2026. Revenue grew 7.1% year over year in Q2 FY2026, and the last quarter beat estimates. The stock trades at a low confidence valuation, with peer multiples implying a price about 13% above where it trades. This suggests that the market reflects less growth than expected. A specific risk is that same-club sales growth slowed to 1%, which could impact revenue targets. Peer multiples imply a price about 13% above where it trades; this read is provisional.
Trailing returns as of 2026-09-04. PLNT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering PLNT (as of Sep 2026).
Based on 10 Wall Street analysts offering 12-month price targets for PLNT in the last 4 months.
Continue this research
Compare PLNT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PLNT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-06. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put PLNT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Lawsuits may impact brand reputation and revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $50.87
The last 12 months of price, then the range of analyst 12-month targets from today’s $50.87.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Lawsuits and marketing failures may hinder revenue growth.

Threatens: Achieve system-wide same club sales growth of approximately 1% in 2026
Slower member growth impacts same club sales growth objective.

Threatens: Achieve system-wide same club sales growth of approximately 1% in 2026
Slower member growth impacts same club sales growth objective.
Securities fraud lawsuit could impact investor confidence and operations.

Advances: Increase revenue by approximately 7% in 2026
Beating revenue estimates supports growth objectives.
Advances: Increase revenue by approximately 7% in 2026
Health trends support revenue growth and club demand.

Threatens: System-wide same club sales growth of 1%
Same-club growth slowdown impacts revenue and growth objectives.
