Life Time Group Holdings, Inc. (LTH)
NYSEConsumer DiscretionaryLeisureSnapshot 2026-10-29
$45.10-0.55%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryLeisureSnapshot 2026-10-29
Research Workspace
Put LTH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 13% over the past year and decelerating.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 34%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskLife Time’s club expansion and membership revenue growth underpin its thesis as revenue growth accelerates. Revenue grew 14.2% year over year in Q3 2026, and adjusted earnings beat consensus. LTH trades at 27× P/E versus the 15× peer median, despite matching its 27× history. Expectations look modest versus our growth view, though this substantial peer premium needs support. Our model puts the next-quarter miss probability near 24%. Peer multiples imply a price about 17% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. LTH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering LTH (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for LTH in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LTH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put LTH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive revenue growth through membership and in-center offerings
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $45.10
The last 12 months of price, then the range of analyst 12-month targets from today’s $45.10.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Strong comparable-center growth guidance supports membership and in-center revenue objectives.
Advances: Open 12 to 14 new large-format athletic country clubs in 2026
Doubling locations aligns with growth objectives.
Highlights premium offerings aligning with growth objectives.
Increased price target reflects positive growth outlook.
Strong member engagement supports growth objectives.