LAD vs. PLNT

Last updated Jun 4, 2026

LAD (Lithia Motors, Inc.) and PLNT (Planet Fitness, Inc.) are both stocks. Both are in the Consumer Cyclical sector — LAD in Auto & Truck Dealerships, PLNT in Leisure. Over the past 10 years, LAD returned 14.85%/yr vs 12.71%/yr for PLNT. At a 0.31 correlation, their price movements are largely independent.

Performance

LAD vs. PLNT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lithia Motors, Inc. (LAD) and Planet Fitness, Inc. (PLNT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LAD achieves a -12.18% return, which is significantly higher than PLNT's -52.49% return. Over the past 10 years, LAD has outperformed PLNT with an annualized return of 14.85%, while PLNT has yielded a comparatively lower 12.71% annualized return.

LAD

• 1D: -1.63%
• 1M: 3.27%
• YTD: -12.18%
• 6M: -10.41%
• 1Y: -8.48%
• 3Y*: 6.38%
• 5Y*: -2.28%
• 10Y*: 14.85%

PLNT

• 1D: -3.34%
• 1M: -18.58%
• YTD: -52.49%
• 6M: -52.48%
• 1Y: -51.03%
• 3Y*: -6.83%
• 5Y*: -7.33%
• 10Y*: 12.71%

*Multi-year figures are annualized to reflect compound growth (CAGR)

LAD vs. PLNT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LAD Lithia Motors, Inc.	-12.18%	-6.34%	9.32%	62.03%	-30.63%	1.84%	100.73%	94.57%	-31.96%	18.56%
PLNT Planet Fitness, Inc.	-52.49%	9.71%	35.44%	-7.36%	-13.01%	16.68%	3.95%	39.28%	54.84%	72.29%

Correlation

The correlation between LAD and PLNT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (5Y) Calculated over the trailing 5-year period	0.34
Correlation (10Y) Calculated over the trailing 10-year period	0.32
Correlation (All Time) Calculated using the full available price history since Aug 7, 2015	0.31

Fundamentals

Market Cap LAD : $6.80B PLNT : $4.11B
EPS LAD : $28.39 PLNT : $2.76
PE Ratio LAD : 10.24 PLNT : 18.66
PS Ratio LAD : 0.19 PLNT : 3.08
Total Revenue (TTM) LAD : $37.73B PLNT : $1.38B
Gross Profit (TTM) LAD : $5.61B PLNT : $749.98M
EBITDA (TTM) LAD : $1.52B PLNT : $526.17M

Return for Risk

LAD vs. PLNT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LAD

LAD Risk / Return Rank: 29
LAD Sharpe Ratio Rank: 30
LAD Sortino Ratio Rank: 26
LAD Omega Ratio Rank: 27
LAD Calmar Ratio Rank: 32
LAD Martin Ratio Rank: 30

PLNT

PLNT Risk / Return Rank: 4
PLNT Sharpe Ratio Rank: 3
PLNT Sortino Ratio Rank: 5
PLNT Omega Ratio Rank: 3
PLNT Calmar Ratio Rank: 9
PLNT Martin Ratio Rank: 0

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LAD vs. PLNT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lithia Motors, Inc. (LAD) and Planet Fitness, Inc. (PLNT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	LAD	PLNT	Difference
Sharpe ratio Return per unit of total volatility	-0.26	-1.13	+0.87
Sortino ratio Return per unit of downside risk	-0.15	-1.54	+1.40
Omega ratio Gain probability vs. loss probability	0.98	0.75	+0.24
Calmar ratio Return relative to maximum drawdown	-0.27	-0.84	+0.57
Martin ratio Return relative to average drawdown	-0.55	-2.15	+1.60
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LAD vs. PLNT - Sharpe Ratio Comparison

The current LAD Sharpe Ratio is -0.26, which is higher than the PLNT Sharpe Ratio of -1.13. The chart below compares the historical Sharpe Ratios of LAD and PLNT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	LAD	PLNT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.26	-1.13	+0.87
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.06	-0.19	+0.13
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.36	0.29	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.23	0.29	-0.06

Drawdowns

LAD vs. PLNT - Drawdown Comparison

The maximum LAD drawdown since its inception was -95.17%, which is greater than PLNT's maximum drawdown of -68.72%. Use the drawdown chart below to compare losses from any high point for LAD and PLNT.

Drawdown Indicators

	LAD	PLNT	Difference
Max Drawdown Largest peak-to-trough decline	-95.17%	-68.72%	-26.45%
Max Drawdown (1Y) Largest decline over 1 year	-31.73%	-61.24%	+29.51%
Max Drawdown (3Y) Largest decline over 3 years	-37.79%	-61.24%	+23.45%
Max Drawdown (5Y) Largest decline over 5 years	-51.71%	-61.24%	+9.53%
Max Drawdown (10Y) Largest decline over 10 years	-61.16%	-68.72%	+7.56%
Current Drawdown Current decline from peak	-27.32%	-54.62%	+27.30%
Average Drawdown Average peak-to-trough decline	-27.60%	-15.11%	-12.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.50%	23.77%	-8.27%

Volatility

LAD vs. PLNT - Volatility Comparison

The current volatility for Lithia Motors, Inc. (LAD) is 11.03%, while Planet Fitness, Inc. (PLNT) has a volatility of 39.83%. This indicates that LAD experiences smaller price fluctuations and is considered to be less risky than PLNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LAD	PLNT	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.03%	39.83%	-28.80%
Volatility (6M) Calculated over the trailing 6-month period	22.31%	44.09%	-21.78%
Volatility (1Y) Calculated over the trailing 1-year period	33.03%	45.16%	-12.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.60%	38.61%	-0.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.94%	43.83%	-2.89%

Dividends

LAD vs. PLNT - Dividend Comparison

LAD's dividend yield for the trailing twelve months is around 0.76%, while PLNT has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LAD Lithia Motors, Inc.	0.76%	0.66%	0.58%	0.58%	0.79%	0.46%	0.42%	0.81%	1.49%	0.93%	0.98%	0.71%
PLNT Planet Fitness, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	13.83%	0.00%

Financials

LAD vs. PLNT - Profitability Comparison

The chart below illustrates the profitability comparison between Lithia Motors, Inc. and Planet Fitness, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

LAD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lithia Motors, Inc. reported a gross profit of 1.42B and revenue of 9.27B. Therefore, the gross margin over that period was 15.3%.

PLNT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Planet Fitness, Inc. reported a gross profit of 291.90M and revenue of 337.24M. Therefore, the gross margin over that period was 86.6%.

LAD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lithia Motors, Inc. reported an operating income of 21.30M and revenue of 9.27B, resulting in an operating margin of 0.2%.

PLNT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Planet Fitness, Inc. reported an operating income of 98.67M and revenue of 337.24M, resulting in an operating margin of 29.3%.

LAD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lithia Motors, Inc. reported a net income of 100.40M and revenue of 9.27B, resulting in a net margin of 1.1%.

PLNT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Planet Fitness, Inc. reported a net income of 51.55M and revenue of 337.24M, resulting in a net margin of 15.3%.

Frequently Asked Questions

Can I hold both LAD and PLNT in my portfolio?

LAD and PLNT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LAD or PLNT?

PLNT has higher volatility (39.83%) compared to LAD (11.03%). In terms of maximum drawdown, LAD dropped -95.17% vs PLNT's -68.72%.

Which has better risk-adjusted returns?

LAD currently has the higher Sharpe Ratio (-0.26 vs -1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.