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Planet Fitness, Inc.NYSE:PLNT 주식 보고서

시가총액 US$4.1b
주가
n/a
1Y-53.5%
7D-4.0%
1D-0.1%
포트폴리오 가치
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Planet Fitness, Inc.

NYSE:PLNT 주식 리포트

시가총액: US$4.1b

Planet Fitness (PLNT) 주식 개요

는 자회사와 함께 플래닛 피트니스 브랜드로 피트니스 센터를 프랜차이즈하고 운영합니다. 자세히 보기

PLNT 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장1/6
과거 실적4/6
재무 건전성1/6
배당0/6

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Planet Fitness, Inc. 경쟁사

가격 이력 및 성과

Planet Fitness 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$51.33
52주 최고가US$114.47
52주 최저가US$37.03
베타1.04
1개월 변동1.44%
3개월 변동-27.09%
1년 변동-53.52%
3년 변동-25.68%
5년 변동-30.02%
IPO 이후 변동220.81%

최근 뉴스 및 업데이트

내러티브 업데이트 Jul 08

PLNT: New CFO And Wellness Tailwinds Will Support Future Upside

Analysts have reduced the Planet Fitness fair value estimate from about $112.06 to $66.64. This reflects lower modeled revenue growth and valuation multiples, which are partly balanced by slightly higher margin assumptions and a modestly higher discount rate.
내러티브 업데이트 Jun 24

PLNT: Pricing Pause And Slower Member Additions Will Pressure Future Returns

Analysts raised the Planet Fitness price target by $4 to $54, reflecting updated views that weigh recent cuts from several firms against expectations for steadier trends in revenue, profit margins, and unit expansion over time as management emphasizes a more accessible brand message and pauses planned price increases. Analyst Commentary Recent Street research on Planet Fitness reflects a mixed backdrop, with the latest move being a modest price target increase to $54 that sits against a larger wave of prior cuts and rating downgrades.

Recent updates

내러티브 업데이트 Jul 08

PLNT: New CFO And Wellness Tailwinds Will Support Future Upside

Analysts have reduced the Planet Fitness fair value estimate from about $112.06 to $66.64. This reflects lower modeled revenue growth and valuation multiples, which are partly balanced by slightly higher margin assumptions and a modestly higher discount rate.
내러티브 업데이트 Jun 24

PLNT: Pricing Pause And Slower Member Additions Will Pressure Future Returns

Analysts raised the Planet Fitness price target by $4 to $54, reflecting updated views that weigh recent cuts from several firms against expectations for steadier trends in revenue, profit margins, and unit expansion over time as management emphasizes a more accessible brand message and pauses planned price increases. Analyst Commentary Recent Street research on Planet Fitness reflects a mixed backdrop, with the latest move being a modest price target increase to $54 that sits against a larger wave of prior cuts and rating downgrades.
Seeking Alpha Jun 19

Planet Fitness: Member Growth Reset Blocks A Buy (Rating Downgrade)

Summary Planet Fitness is downgraded to hold as member growth underperforms, guidance is cut, and near-term catalysts are lacking. PLNT’s value-oriented model faces challenges: competitive pressures, macro headwinds, and paused pricing initiatives signal uncertain volume growth. The franchise model remains intact, with strong incremental margins and significant cash generation supporting continued expansion. At ~15x forward PE, PLNT’s valuation reflects reset expectations; multiple expansion depends on proven member growth reacceleration, likely not visible until Q1 2027. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 05

PLNT: Membership Slowdown And Pricing Pause Will Weigh On Credibility

Analysts have adjusted the Planet Fitness fair value framework while keeping the modeled long term value around $45. This reflects a mix of trimmed Street price targets, including cuts from firms like UBS and Roth Capital, alongside at least one recent increase to $54, as they factor in softer membership trends, a paused price hike, and efforts to reconnect with non gym members.
내러티브 업데이트 May 21

PLNT: Lower Membership Momentum Will Pressure Credibility And Limit Repricing Potential

Narrative update based on revised price targets Analysts have reset expectations for Planet Fitness, with the internal fair value estimate moving from $90.00 to $45.00. This reflects lower assumed revenue growth, a higher discount rate, compressed future P/E multiples, and softer EBITDA and same-store sales outlooks highlighted across recent research reports.
내러티브 업데이트 May 04

PLNT: Wellness Tailwinds And Franchise Expansion Will Restore Future P E Multiple

Planet Fitness' updated fair value estimate edged up slightly to $148.69, as analysts weighed a series of lower, but still generally supportive, price targets in the $90 to $175 range, alongside views that recent guidance stumbles and timing headwinds have not altered the long term appeal of the business model. Analyst Commentary Recent research has centered on two themes for Planet Fitness: a reset in expectations around 2026 guidance and timing headwinds, alongside continued confidence in the core business model, member growth opportunity, and long term unit expansion.
내러티브 업데이트 Apr 20

PLNT: Wellness Tailwinds And Franchise Expansion Will Support Higher Future P E Multiple

Planet Fitness' updated analyst price target has moved lower as analysts factor in slightly softer projected revenue growth, a higher discount rate and a reset in future P/E expectations, while still recognizing consistent profitability and constructive industry research commentary, including price targets clustered around $90 to $130 and select higher outliers up to $175. Analyst Commentary Recent Street research on Planet Fitness shows a mix of recalibrated expectations and ongoing confidence in the business model.
내러티브 업데이트 Apr 06

PLNT: Wellness Tailwinds And Mexico Expansion Will Support Future Upside

Planet Fitness' analyst fair value estimate has been reset from $130.00 to about $112.06 as analysts factor in a slightly higher discount rate, modestly softer long term margin and P/E assumptions, while still pointing to supportive industry trends, member and unit growth, and ongoing international expansion. Analyst Commentary Recent Street research on Planet Fitness offers a mix of optimism around the business model and industry setup, alongside caution tied to guidance, execution and communication.
내러티브 업데이트 Mar 23

PLNT: 2026 Membership And Comp Recovery Will Restore Credibility And Repricing

Analysts kept the fair value estimate for Planet Fitness steady at $90 while refining underlying model inputs, citing mixed reactions to updated 2026 guidance, a series of recalibrated price targets across the Street, and new Overweight initiations that highlight both credibility concerns and ongoing interest in the high value, low price fitness segment. Analyst Commentary Street views on Planet Fitness have shifted toward more cautious territory even as some firms continue to highlight long term potential in the high value, low price gym category.
내러티브 업데이트 Mar 09

PLNT: 2026 Membership And Comp Recovery Will Drive Future Repricing

The analyst fair value estimate for Planet Fitness has been reduced from $112.00 to $90.00. This reflects lower Street price targets and updated assumptions around discount rate, profit margin, and future P/E as analysts factor in softer guidance, weather-related headwinds, and communication issues around 2026 expectations.
내러티브 업데이트 Feb 22

PLNT: Mexico Expansion And Premium P/E Assumptions Will Support Long Term Upside

Analysts have nudged their Planet Fitness price targets higher, with recent $1 and $5 increases contributing to a refreshed fair value view around $130. This view is supported by slightly adjusted growth, margin expectations and a modestly updated future P/E assumption.
내러티브 업데이트 Feb 07

PLNT: Multi Year Earnings Framework Will Support Higher Future P E Multiple

Analysts nudged their Planet Fitness fair value estimate higher by about US$2 to roughly US$164, citing updated models that reflect the recent series of price target increases and refreshed expectations for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research has tilted constructive on Planet Fitness, with several bullish analysts revisiting their models and nudging price targets higher following company updates and sector readthroughs.
내러티브 업데이트 Jan 23

PLNT: Investor Day Framework And Membership Trends Will Drive Future Repricing

Analysts have raised their Planet Fitness fair value estimate to $112 from $105, citing updated research that reflects higher revenue growth and profit margin assumptions, along with a lower future P/E multiple and a modestly reduced discount rate. Analyst Commentary Recent Street research on Planet Fitness has leaned constructive, with several firms lifting their price targets following what they describe as solid Q3 results, positive investor day messaging, and updated long term financial frameworks.
내러티브 업데이트 Jan 09

PLNT: Member Momentum And Asset Light Model Will Support Long Term Expansion

Analysts trimmed their discount rate and profit margin assumptions slightly while keeping fair value unchanged at US$130.41, reflecting recent price target raises into the US$120 to US$130 range. These are supported by upbeat views on Planet Fitness's long term growth algorithm, Q3 upside, and an asset light model aligned with broader health and wellness trends.
내러티브 업데이트 Dec 26

PLNT: Multi-Year Earnings Framework Will Support Durable Margin Expansion

Analysts have raised their Planet Fitness price target to approximately $162 per share from about $155, citing faster expected revenue growth, higher long term profit margins, and a more achievable multi year earnings algorithm following a series of positive estimate revisions and target increases across the Street. Analyst Commentary Bullish analysts are increasingly constructive on the Planet Fitness story, pointing to a combination of strong recent execution, a more visible long term growth algorithm, and upside to current Street expectations.
내러티브 업데이트 Dec 12

PLNT: Rising Member Trends Will Support Long Term Unit Expansion Outlook

Analysts have modestly raised their fair value estimate for Planet Fitness by about $1.50 per share, reflecting higher price targets in the $120 to $130 range as they cite stronger than expected Q3 momentum, an above consensus long term EBITDA growth outlook, and durable health and wellness demand. Analyst Commentary Bullish analysts highlight that the recent string of price target increases is grounded in both stronger than expected Q3 results and a more ambitious, yet still viewed as achievable, long term financial algorithm.
내러티브 업데이트 Nov 27

PLNT: Rising Member Join Trends Will Sustain Momentum Through 2025 Expansion Plans

Planet Fitness saw its analyst price target rise by $4 to $128.94 as analysts pointed to accelerating revenue growth, improving margins, and positive financial updates from recent investor communications. Analyst Commentary Analysts have recently provided a range of bullish adjustments to Planet Fitness’s price targets, highlighting strong momentum in both financial performance and strategic execution.
내러티브 업데이트 Nov 10

PLNT: Accelerating Member Momentum Will Drive Expansion Amid Competitive Industry Pressures

The analyst price target for Planet Fitness has increased to approximately $125 from $122.81. Analysts highlight accelerating momentum, stronger-than-expected results, and improved churn trends as factors supporting the company's growth outlook.
내러티브 업데이트 Sep 05

Global Club Expansion And Youth Engagement Will Foster Future Success

With no analyst reasoning provided, key valuation metrics for Planet Fitness—including the consensus price target, discount rate, and future P/E ratio—remained effectively unchanged, with the fair value estimate steady at $122.81. What's in the News The company repurchased 21,519 shares for $2.07 million, completing a total buyback of 565,745 shares for $52.08 million under the June 2024 program.
분석 기사 Sep 02

A Look At The Intrinsic Value Of Planet Fitness, Inc. (NYSE:PLNT)

Key Insights Planet Fitness' estimated fair value is US$120 based on 2 Stage Free Cash Flow to Equity Planet Fitness...
분석 기사 Jul 23

Is It Too Late To Consider Buying Planet Fitness, Inc. (NYSE:PLNT)?

While Planet Fitness, Inc. ( NYSE:PLNT ) might not have the largest market cap around , it led the NYSE gainers with a...
분석 기사 Jul 05

Here's Why We Think Planet Fitness (NYSE:PLNT) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Jun 01

A Look At The Fair Value Of Planet Fitness, Inc. (NYSE:PLNT)

Key Insights The projected fair value for Planet Fitness is US$112 based on 2 Stage Free Cash Flow to Equity With...
분석 기사 May 09

Planet Fitness, Inc.'s (NYSE:PLNT) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 47.3x Planet Fitness, Inc. ( NYSE:PLNT ) may be sending very bearish...
분석 기사 Apr 21

Should You Investigate Planet Fitness, Inc. (NYSE:PLNT) At US$93.81?

While Planet Fitness, Inc. ( NYSE:PLNT ) might not have the largest market cap around , it saw significant share price...
Seeking Alpha Mar 30

Planet Fitness: Rating Upgrade On Clear Long-Term Earnings Growth Outlook

Summary I upgrade my rating for Planet Fitness to a strong buy due to a brighter earnings growth outlook and solid demand fundamentals. Key drivers include increased membership, pricing power, improved franchisee returns, and international expansion, particularly in Europe. Despite potential near-term volatility, I believe PLNT's long-term growth prospects and earnings outlook are significantly stronger. Read the full article on Seeking Alpha
Seeking Alpha Mar 08

Planet Fitness: A New Year Brings More Hope To This Gym Franchise (Rating Upgrade)

Summary I'm upgrading Planet Fitness to a neutral rating after a sharp acceleration in revenue as well as same-club sales in Q4. The company plans to open 160-170 new gyms in FY25, up from 150 in FY24, alongside 5-6% same-club sales growth. Strong same-club sales growth has been driven by recent price increases and upsells to the higher-tier Black Card membership, thanks to a shrinking price gap between the two tiers. Key risks include potential churn after the New Year season and reliance on re-equipment sales, which could impact franchisee profitability. At ~18x forward adjusted EBITDA, Planet Fitness remains expensive. I'm holding out for an entry point near ~$65, or 13x adjusted EBITDA. Read the full article on Seeking Alpha
Seeking Alpha Feb 26

Planet Fitness: Well-Run, But A Slow Year Ahead

Summary Planet Fitness Q4 revenues rose 19.4% to $340.5 million, driven by higher membership fees, new equipment sales, and franchise fees. Adjusted EBITDA increased to $130.8 million, with net income up to $47.6 million, beating earnings estimates by $0.08 per share. Despite strong performance, guidance for 2025 was light, with 160-170 new clubs and 5-6% same-store sales growth, lower than historical rates. We continue to hold our house position due to long-term growth potential, despite current valuation concerns and market pressure. Read the full article on Seeking Alpha
분석 기사 Feb 11

If EPS Growth Is Important To You, Planet Fitness (NYSE:PLNT) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Jan 19

Why Planet Fitness, Inc. (NYSE:PLNT) Could Be Worth Watching

Planet Fitness, Inc. ( NYSE:PLNT ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
분석 기사 Jan 01

Calculating The Fair Value Of Planet Fitness, Inc. (NYSE:PLNT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Planet Fitness fair value estimate is US$89.28 Current share...
Seeking Alpha Jan 01

Planet Fitness: Rating Upgrade On Growth Acceleration Outlook

Summary I upgraded my rating for Planet Fitness from Hold to Buy, anticipating mid-teens revenue growth driven by macro and demographic tailwinds. Declining interest rates should ease financing costs, boosting unit openings and membership growth, reversing the recent slowdown in revenue growth. PLNT's strong brand awareness and scale advantage position it well to capture demand from the growing Gen Z demographic focused on fitness and affordability. Read the full article on Seeking Alpha
분석 기사 Dec 02

Why Investors Shouldn't Be Surprised By Planet Fitness, Inc.'s (NYSE:PLNT) 26% Share Price Surge

The Planet Fitness, Inc. ( NYSE:PLNT ) share price has done very well over the last month, posting an excellent gain of...
Seeking Alpha Nov 07

Planet Fitness: Powering To New Highs

Summary Planet Fitness, Inc. has shown strong growth with Q3 revenues up 5.3% and adjusted EBITDA rising to $123.1 million, despite slower equipment sales. The company’s franchise and subscription model remains robust, with 21 new stores opened in Q3, emphasizing the need for international expansion. Concerns about debt persist, with net debt-to-adjusted EBITDA leverage at 4.5X, but the company’s increased guidance has triggered a stock rally. Revenue and EPS growth expectations have been raised, making it a good time to hold shares, though traders might consider taking some profits. Read the full article on Seeking Alpha
분석 기사 Nov 05

Here's Why Planet Fitness (NYSE:PLNT) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Oct 18

Planet Fitness, Inc. (NYSE:PLNT) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 42.3x Planet Fitness, Inc. ( NYSE:PLNT ) may be sending very bearish...
분석 기사 Sep 30

What Does Planet Fitness, Inc.'s (NYSE:PLNT) Share Price Indicate?

While Planet Fitness, Inc. ( NYSE:PLNT ) might not have the largest market cap around , it saw a double-digit share...
Seeking Alpha Sep 13

Planet Fitness: Recommending A Hold Despite Tailwinds

Summary I recommend a Hold rating for Planet Fitness Inc. due to fair valuation despite strong business fundamentals and growth potential. Planet Fitness excels with a low-cost, high-volume membership model, driving consistent revenue and EBITDA growth. Expansion plans into Europe and Asia are promising, leveraging current market trends and potential industry growth. Risks include competition from other gyms and the rise of home fitness, but Planet Fitness remains resilient with competitive pricing and growing memberships. Read the full article on Seeking Alpha
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새로운 내러티브 Aug 28

Expanding Globally And Innovating Pricing To Fuel Revenue And Royalty Income Surge

Expansion plans and new growth models aim to double domestic footprint and enhance global presence, promising higher franchisee revenue and royalty income.
분석 기사 Aug 21

Calculating The Fair Value Of Planet Fitness, Inc. (NYSE:PLNT)

Key Insights The projected fair value for Planet Fitness is US$92.47 based on 2 Stage Free Cash Flow to Equity With...
Seeking Alpha Aug 19

Planet Fitness: Visible Catalysts, But I Am Still Waiting For Growth To Accelerate

Summary PLNT showed improvement in revenue and earnings in Q2 2024, beating expectations. I believe the new CEO, Colleen Keating, is a good fit for the business. Potential for growth acceleration in FY25, but a cautious stance is maintained until concrete evidence of growth is seen. Read the full article on Seeking Alpha

주주 수익률

PLNTUS HospitalityUS 시장
7D-4.0%-0.5%0.7%
1Y-53.5%-9.1%20.6%

수익률 대 산업: PLNT은 지난 1년 동안 -9.1%의 수익을 기록한 US Hospitality 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: PLNT은 지난 1년 동안 20.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is PLNT's price volatile compared to industry and market?
PLNT volatility
PLNT Average Weekly Movement10.3%
Hospitality Industry Average Movement7.5%
Market Average Movement7.3%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.2%

안정적인 주가: PLNT는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PLNT의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19924,393Colleen Keatingwww.planetfitness.com

는 자회사와 함께 플래닛 피트니스 브랜드로 피트니스 센터를 프랜차이즈하고 운영합니다. 이 회사는 세 가지 부문을 통해 운영됩니다: 프랜차이즈, 기업 소유 클럽 및 장비입니다. 프랜차이즈 부문에는 미국, 푸에르토리코, 캐나다, 파나마, 멕시코 및 호주에서 프랜차이즈 사업과 관련된 운영이 포함됩니다.

Planet Fitness, Inc. 기초 지표 요약

Planet Fitness의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PLNT 기초 통계
시가총액US$4.08b
순이익 (TTM)US$228.79m
매출 (TTM)US$1.29b
17.8x
주가수익비율(P/E)
3.2x
주가매출비율(P/S)

PLNT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PLNT 손익계산서 (TTM)
매출US$1.29b
매출원가US$530.52m
총이익US$756.93m
기타 비용US$528.14m
순이익US$228.79m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)2.89
총이익률58.79%
순이익률17.77%
부채/자본 비율-513.5%

PLNT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/10 17:23
종가2026/07/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Planet Fitness, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jonathan KompBaird
Brennan MatthewsBerenberg
Xian Siew Hew SamBNP Paribas