Narrative Update • Jul 29

Over the last 7 days, the Leisure Facilities industry has risen 4.3%, driven by gains from Life Time Group Holdings of 6.5%. This takes the industry's 12 month performance to a gain of 32%. Earnings are forecast to grow by 15% annually.
Has the U.S. Leisure Facilities Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | US$17.0b | US$6.5b | US$561.3m | 29.1x | 30.2x | 2.6x |
| Tue, 30 Jun 2026 | US$15.8b | US$6.4b | US$528.0m | 27.3x | 29.8x | 2.5x |
| Thu, 28 May 2026 | US$13.4b | US$6.5b | US$603.7m | 20.1x | 22.1x | 2.1x |
| Sat, 25 Apr 2026 | US$13.6b | US$9.5b | -US$1,001,690,278.00 | 19.9x | -13.6x | 1.4x |
| Mon, 23 Mar 2026 | US$13.3b | US$9.5b | -US$1,000,799,989.00 | 21.3x | -13.3x | 1.4x |
| Wed, 18 Feb 2026 | US$14.1b | US$9.5b | -US$1,357,308,989.00 | 22.3x | -10.4x | 1.5x |
| Fri, 16 Jan 2026 | US$13.7b | US$9.5b | -US$1,363,462,301.00 | 20.4x | -10.1x | 1.4x |
| Sun, 14 Dec 2025 | US$14.2b | US$9.5b | -US$1,417,698,364.00 | 21.7x | -10x | 1.5x |
| Tue, 11 Nov 2025 | US$13.9b | US$9.5b | -US$1,400,548,267.00 | 19.2x | -9.9x | 1.5x |
| Thu, 09 Oct 2025 | US$14.5b | US$9.4b | -US$209,911,267.00 | 25.2x | -69.1x | 1.5x |
| Sat, 06 Sep 2025 | US$16.1b | US$9.4b | -US$199,828,367.00 | 28.1x | -80.5x | 1.7x |
| Mon, 04 Aug 2025 | US$15.6b | US$8.9b | -US$74,025,383.00 | 29.5x | -211.4x | 1.8x |
| Wed, 02 Jul 2025 | US$16.7b | US$8.9b | -US$57,708,741.00 | 32.1x | -288.9x | 1.9x |
| Fri, 30 May 2025 | US$16.2b | US$8.6b | US$68.6m | 30.4x | 236.3x | 1.9x |
| Sun, 27 Apr 2025 | US$15.8b | US$8.3b | US$103.3m | 31.8x | 152.4x | 1.9x |
| Tue, 25 Mar 2025 | US$17.4b | US$10.5b | US$189.8m | 23.3x | 91.6x | 1.6x |
| Thu, 20 Feb 2025 | US$18.3b | US$10.1b | US$415.3m | 36.6x | 44.1x | 1.8x |
| Sat, 18 Jan 2025 | US$17.8b | US$10.1b | US$418.5m | 28.5x | 42.5x | 1.8x |
| Mon, 16 Dec 2024 | US$17.6b | US$10.1b | US$418.5m | 30.6x | 42.1x | 1.8x |
| Wed, 13 Nov 2024 | US$18.3b | US$10.1b | US$435.6m | 29.7x | 42x | 1.8x |
| Fri, 11 Oct 2024 | US$12.9b | US$7.6b | US$379.1m | 19.5x | 34x | 1.7x |
| Sun, 08 Sep 2024 | US$13.1b | US$7.6b | US$411.5m | 18.8x | 31.9x | 1.7x |
| Tue, 06 Aug 2024 | US$12.5b | US$7.6b | US$417.1m | 18.9x | 30x | 1.7x |
| Thu, 04 Jul 2024 | US$11.8b | US$7.5b | US$386.2m | 19.4x | 30.7x | 1.6x |
| Sat, 01 Jun 2024 | US$12.4b | US$7.4b | US$377.9m | 23x | 32.8x | 1.7x |
| Mon, 29 Apr 2024 | US$12.6b | US$7.3b | US$375.7m | 24x | 33.6x | 1.7x |
| Wed, 27 Mar 2024 | US$13.8b | US$7.3b | US$369.5m | 26.5x | 37.3x | 1.9x |
| Fri, 23 Feb 2024 | US$13.8b | US$7.3b | US$350.5m | 27.8x | 39.5x | 1.9x |
| Sun, 21 Jan 2024 | US$15.3b | US$8.3b | US$463.6m | 17.6x | 32.9x | 1.8x |
| Tue, 19 Dec 2023 | US$15.5b | US$8.3b | US$472.2m | 16.3x | 32.8x | 1.9x |
| Thu, 16 Nov 2023 | US$15.9b | US$8.3b | US$524.0m | 31.9x | 30.4x | 1.9x |
| Sat, 14 Oct 2023 | US$13.7b | US$6.3b | US$244.7m | 33.1x | 56.2x | 2.2x |
| Mon, 11 Sep 2023 | US$15.1b | US$6.3b | US$169.3m | 33.5x | 89x | 2.4x |
| Wed, 09 Aug 2023 | US$14.9b | US$6.3b | US$170.5m | 35.7x | 87.6x | 2.4x |
87.6x
How does U.S. Leisure Facilities compare with similar industries?
| US Market | 0.97% | |
| Consumer Discretionary | 7.83% | |
| Hospitality | 6.36% | |
| Leisure Facilities | 4.32% | |
| Restaurants | 9.21% | |
| Hotels, Resorts and Cruise Lines | 6.19% | |
| Casinos and Gaming | -1.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LTH Life Time Group Holdings | US$45.10 | 6.5% +US$616.6m | 61.9% | PE24.2x | |
| PLNT Planet Fitness | US$55.91 | 4.5% +US$192.3m | -48.0% | PE19.3x | |
| MTN Vail Resorts | US$149.38 | 2.5% +US$130.4m | 0.3% | PE33.9x | |
| PLAY Dave & Buster's Entertainment | US$10.84 | 9.8% +US$33.7m | -61.4% | PS0.2x | |
| XPOF Xponential Fitness | US$6.52 | 3.2% +US$8.4m | -36.7% | PS0.9x |