Planet Fitness vs e.l.f. Beauty

Planet Fitness, Inc. and E.L.F. Beauty, Inc. This page compares business models, financial performance, and market context to help readers understand each company in relation to the other. The content is presented in a neutral, accessible way, outlining structure, strategies, and industry position without sentiment or bias. Educational content, not financial advice.

Planet Fitness, Inc. and E.L.F. Beauty, Inc. This page compares business models, financial performance, and market context to help readers understand each company in relation to the other. The content...

About The Companies

Planet Fitness (PLNT)

Planet Fitness, Inc. (PLNT) operates one of the largest budget gym chains in the United States, offering low-cost memberships focused on casual exercisers rather than hardcore gym-goers. Its asset-light, franchise-heavy model provides recurring revenue from membership fees and franchise royalties, while corporate stores contribute directly to revenue and cash flow. Investors should note the company’s emphasis on scale, value pricing and brand awareness, which can support steady membership growth but also invite intense competition. Growth drivers include continued U.S. market penetration, inbound international expansion, and ancillary services such as personal training and retail. Key risks are sensitivity to consumer spending, competitive pressure from boutique and low-cost rivals, concentration in the U.S. market, and potential membership churn during economic stress. With a market capitalisation around $8.1bn, Planet Fitness may suit investors seeking exposure to consumer discretionary leisure trends, but it’s important to weigh growth prospects against operational and macro risks—this is educational information, not personalised advice.

e.l.f. Beauty (ELF)

E.L.F. Beauty, Inc. (ELF) is a US-based cosmetics company known for affordable, trend-driven make-up and skincare. The brand has built strength through accessible pricing, fast product innovation and a digital-first distribution model that blends e-commerce, social media and selective retail partnerships. Investors often watch ELF for its ability to convert scale into operating margin, grow direct-to-consumer sales, and expand internationally. Key considerations include a loyal younger consumer base, frequent product launches that drive social-media visibility, and efficiency in marketing spend. Risks are typical of the sector: intense competition, shifting consumer tastes, inventory and supply-chain pressure, and sensitivity to economic cycles that affect discretionary spending. ELF does not currently pay a regular dividend; growth has typically been reinvested into the business. This summary is educational and not personal advice — values can fall as well as rise, and past performance is not a reliable guide to future returns. Consider your own objectives and risk tolerance before investing.

Comparison Snapshot

Key Financial Metrics

PLNT

Metric

ELF

$9.05B

Market Cap

$4.54B

17.47%

Potential Profit

59.40%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Tap into the powerful consumer shift toward personal health and fitness with this carefully selected group of companies. Our team of analysts has chosen brands that are leading the wellness economy as it becomes an essential part of modern life.

Published: June 18, 2025

Explore Basket

Body & Fitness

Invest in the companies powering the global wellness movement. This collection features carefully selected market leaders in athletic apparel, fitness equipment, gym chains, and wellness technology, chosen by our investment professionals for their growth potential.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Tap into the powerful consumer shift toward personal health and fitness with this carefully selected group of companies. Our team of analysts has chosen brands that are leading the wellness economy as it becomes an essential part of modern life.

Published: June 18, 2025

Explore Basket

Body & Fitness

Invest in the companies powering the global wellness movement. This collection features carefully selected market leaders in athletic apparel, fitness equipment, gym chains, and wellness technology, chosen by our investment professionals for their growth potential.

Published: June 17, 2025

Explore Basket

Investment Analysis

Planet Fitness

PLNT

Pros

Planet Fitness delivered a strong Q3 2025 earnings beat, exceeding both revenue and EPS expectations, which has boosted investor confidence.
The company has raised its full-year outlook, indicating continued operational strength and effective cost management across its franchise and corporate-owned clubs.
Planet Fitness maintains a solid balance sheet with healthy cash flow generation, supporting its expansion and resilience in a competitive market.

Considerations

The stock trades at a high forward P/E ratio, which may limit upside if future growth fails to meet elevated expectations.
Planet Fitness is exposed to consumer discretionary spending trends, making it vulnerable to economic downturns or shifts in consumer behaviour.
The company faces increasing competition from both traditional gyms and digital fitness platforms, which could pressure membership growth.

e.l.f. Beauty

ELF

Pros

e.l.f. Beauty has achieved strong revenue growth, driven by successful product launches and expanding distribution channels in the beauty sector.
The company benefits from a brand reputation for inclusive, clean, and affordable cosmetics, appealing to a broad and diverse customer base.
e.l.f. Beauty's acquisition of new brands, such as Rhode, provides opportunities for portfolio diversification and market share expansion.

Considerations

The stock is valued at a very high P/E multiple, reflecting aggressive growth expectations that may be difficult to sustain long-term.
e.l.f. Beauty is exposed to volatile raw material costs and supply chain risks, which could impact margins if not managed effectively.
The beauty industry is highly competitive and subject to rapidly changing consumer preferences, posing risks to brand relevance and profitability.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Body & Fitness

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Body & Fitness

Investment Analysis

Planet Fitness

Pros

Considerations

e.l.f. Beauty

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

About The Companies

Comparison Snapshot

Planet Fitness vs e.l.f. Beauty

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Body & Fitness

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Body & Fitness

Investment Analysis

Planet Fitness

Pros

Considerations

e.l.f. Beauty

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Planet Fitness vs SiriusXM

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Frequently asked questions

What does it mean to compare two stocks on a single page, and why is it useful for beginners?

How do business models affect each stock’s risk and growth potential?

What is forward P/E and why does it matter in this comparison?

How should one interpret earnings beats or misses in the context of these two stocks?

What role do revenue growth and profitability play when comparing the two stocks?

What external factors commonly impact consumer discretionary vs. beauty stocks?

How does competition shape the outlook for these two companies?

What financial indicators should a beginner focus on when reading this page?

How should a reader use this comparison without financial advice?

What does management guidance reveal about future prospects for these stocks?

What is meant by diversification in this context, and why does it matter?

Educational disclaimer about the content and its purpose?

About The Companies

Comparison Snapshot