Narrative Update • Sep 09

Over the last 7 days, the Leisure Facilities industry has dropped 1.1%, driven by Life Time Group Holdings declining 3.9%. In the past year, the industry has gained 21%. 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 |
|---|---|---|---|---|---|---|
| Wed, 16 Sep 2026 | US$16.0b | US$6.5b | US$576.7m | 26.9x | 27.7x | 2.4x |
| Fri, 14 Aug 2026 | US$16.6b | US$6.5b | US$572.2m | 27.3x | 29x | 2.5x |
| Sun, 12 Jul 2026 | US$16.4b | US$6.4b | US$528.0m | 29.1x | 31x | 2.6x |
| Tue, 09 Jun 2026 | US$13.5b | US$6.5b | US$603.7m | 20.7x | 22.3x | 2.1x |
| Thu, 07 May 2026 | US$14.1b | US$9.6b | -US$989,734,278.00 | 20.9x | -14.3x | 1.5x |
| Sat, 04 Apr 2026 | US$13.6b | US$9.5b | -US$1,001,690,278.00 | 21.3x | -13.6x | 1.4x |
| Mon, 02 Mar 2026 | US$13.8b | US$9.6b | -US$966,430,989.00 | 21.1x | -14.3x | 1.4x |
| Wed, 28 Jan 2026 | US$14.4b | US$9.5b | -US$1,357,079,887.00 | 20.2x | -10.6x | 1.5x |
| Fri, 26 Dec 2025 | US$13.4b | US$9.5b | -US$1,427,170,862.00 | 20.2x | -9.4x | 1.4x |
| Sun, 23 Nov 2025 | US$13.2b | US$9.6b | -US$1,398,125,868.29 | 18.7x | -9.4x | 1.4x |
| Tue, 21 Oct 2025 | US$14.5b | US$9.4b | -US$209,911,267.00 | 24.9x | -69.2x | 1.5x |
| Thu, 18 Sep 2025 | US$16.1b | US$11.5b | -US$190,128,367.00 | 27.8x | -84.5x | 1.4x |
| Sat, 16 Aug 2025 | US$15.6b | US$9.4b | -US$199,828,367.00 | 27.5x | -78x | 1.7x |
| Mon, 14 Jul 2025 | US$16.7b | US$8.9b | -US$74,025,383.00 | 31.4x | -226.3x | 1.9x |
| Wed, 11 Jun 2025 | US$16.3b | US$8.9b | -US$57,708,741.00 | 29.4x | -281.9x | 1.8x |
| Fri, 09 May 2025 | US$16.2b | US$8.3b | US$103.3m | 31.8x | 156.4x | 1.9x |
| Sun, 06 Apr 2025 | US$15.5b | US$10.5b | US$188.4m | 20.9x | 82.1x | 1.5x |
| Tue, 04 Mar 2025 | US$17.7b | US$10.5b | US$174.6m | 25.4x | 101.7x | 1.7x |
| Thu, 30 Jan 2025 | US$18.2b | US$10.1b | US$415.0m | 34.7x | 43.9x | 1.8x |
| Sat, 28 Dec 2024 | US$18.0b | US$10.1b | US$418.5m | 30.6x | 42.9x | 1.8x |
| Mon, 25 Nov 2024 | US$18.0b | US$10.1b | US$444.0m | 30x | 40.5x | 1.8x |
| Wed, 23 Oct 2024 | US$13.1b | US$7.6b | US$379.1m | 19.9x | 34.5x | 1.7x |
| Fri, 20 Sep 2024 | US$13.3b | US$7.6b | US$425.9m | 18.4x | 31.3x | 1.8x |
| Sun, 18 Aug 2024 | US$12.9b | US$7.6b | US$414.6m | 19.1x | 31.2x | 1.7x |
| Tue, 16 Jul 2024 | US$12.4b | US$7.5b | US$386.2m | 20x | 32x | 1.7x |
| Thu, 13 Jun 2024 | US$12.4b | US$7.5b | US$414.9m | 20.2x | 29.8x | 1.7x |
| Sat, 11 May 2024 | US$12.8b | US$7.4b | US$373.2m | 24.2x | 34.2x | 1.7x |
| Mon, 08 Apr 2024 | US$14.4b | US$7.4b | US$367.1m | 28.4x | 39.2x | 2x |
| Wed, 06 Mar 2024 | US$13.6b | US$7.3b | US$360.5m | 27.7x | 37.8x | 1.9x |
| Fri, 02 Feb 2024 | US$15.3b | US$8.3b | US$463.6m | 16.8x | 32.9x | 1.8x |
| Sun, 31 Dec 2023 | US$15.6b | US$8.3b | US$463.6m | 20.4x | 33.7x | 1.9x |
| Tue, 28 Nov 2023 | US$16.3b | US$8.3b | US$518.3m | 31.4x | 31.5x | 2x |
| Thu, 26 Oct 2023 | US$15.2b | US$6.1b | US$322.3m | 31.3x | 47.2x | 2.5x |
| Sat, 23 Sep 2023 | US$14.5b | US$6.2b | US$292.8m | 31.2x | 49.6x | 2.3x |
49.6x
How does U.S. Leisure Facilities compare with similar industries?
| US Market | -1.64% | |
| Consumer Discretionary | -3.23% | |
| Hospitality | -3.16% | |
| Leisure Facilities | 0.036% | |
| Casinos and Gaming | -1.25% | |
| Hotels, Resorts and Cruise Lines | -3.26% | |
| Restaurants | -3.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MTN Vail Resorts | US$138.07 | 3.8% +US$181.0m | -7.3% | PE31.4x | |
| PLNT Planet Fitness | US$50.81 | 1.9% +US$70.0m | -49.6% | PE16.1x | |
| PRSU Pursuit Attractions and Hospitality | US$49.18 | 3.0% +US$39.3m | 33.9% | PE32x |