PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
PLNT vs. PTON
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PLNT and PTON is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

PLNT vs. PTON - Performance Comparison

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

-100.00%-50.00%0.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
67.81%
-63.59%
PLNT
PTON

Key characteristics

Sharpe Ratio

PLNT:

1.26

PTON:

0.65

Sortino Ratio

PLNT:

1.98

PTON:

1.58

Omega Ratio

PLNT:

1.24

PTON:

1.19

Calmar Ratio

PLNT:

0.93

PTON:

0.59

Martin Ratio

PLNT:

3.85

PTON:

1.63

Ulcer Index

PLNT:

9.89%

PTON:

35.62%

Daily Std Dev

PLNT:

30.16%

PTON:

89.56%

Max Drawdown

PLNT:

-68.72%

PTON:

-98.28%

Current Drawdown

PLNT:

-2.70%

PTON:

-94.40%

Fundamentals

Market Cap

PLNT:

$8.61B

PTON:

$4.03B

EPS

PLNT:

$1.86

PTON:

-$1.07

Total Revenue (TTM)

PLNT:

$1.13B

PTON:

$2.69B

Gross Profit (TTM)

PLNT:

$566.23M

PTON:

$1.18B

EBITDA (TTM)

PLNT:

$479.53M

PTON:

-$170.10M

Returns By Period

In the year-to-date period, PLNT achieves a 35.97% return, which is significantly lower than PTON's 54.02% return.


PLNT

YTD

35.97%

1M

1.00%

6M

36.48%

1Y

36.70%

5Y*

6.19%

10Y*

N/A

PTON

YTD

54.02%

1M

12.20%

6M

159.83%

1Y

52.03%

5Y*

-20.77%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PLNT vs. PTON - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Planet Fitness, Inc. (PLNT) and Peloton Interactive, Inc. (PTON). 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.


Sharpe ratio
The chart of Sharpe ratio for PLNT, currently valued at 1.26, compared to the broader market-4.00-2.000.002.001.260.65
The chart of Sortino ratio for PLNT, currently valued at 1.98, compared to the broader market-4.00-2.000.002.004.001.981.58
The chart of Omega ratio for PLNT, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.19
The chart of Calmar ratio for PLNT, currently valued at 0.93, compared to the broader market0.002.004.006.000.930.59
The chart of Martin ratio for PLNT, currently valued at 3.85, compared to the broader market-5.000.005.0010.0015.0020.0025.003.851.63
PLNT
PTON

The current PLNT Sharpe Ratio is 1.26, which is higher than the PTON Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of PLNT and PTON, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.26
0.65
PLNT
PTON

Dividends

PLNT vs. PTON - Dividend Comparison

Neither PLNT nor PTON has paid dividends to shareholders.


TTM20232022202120202019201820172016
PLNT
Planet Fitness, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%13.83%
PTON
Peloton Interactive, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PLNT vs. PTON - Drawdown Comparison

The maximum PLNT drawdown since its inception was -68.72%, smaller than the maximum PTON drawdown of -98.28%. Use the drawdown chart below to compare losses from any high point for PLNT and PTON. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.70%
-94.40%
PLNT
PTON

Volatility

PLNT vs. PTON - Volatility Comparison

The current volatility for Planet Fitness, Inc. (PLNT) is 7.36%, while Peloton Interactive, Inc. (PTON) has a volatility of 22.34%. This indicates that PLNT experiences smaller price fluctuations and is considered to be less risky than PTON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
7.36%
22.34%
PLNT
PTON

Financials

PLNT vs. PTON - Financials Comparison

This section allows you to compare key financial metrics between Planet Fitness, Inc. and Peloton Interactive, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab