COMP <GO>

PLNT vs V // REVENUE GROWTH (YOY)

Planet Fitness Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: PLNT 6 — V 8

▲ REVENUE GROWTH (YOY) LEADER: PLNT

LAST: $53.58 (-0.26%) • MKT CAP: $4.04B

revenue-growth

12.10%

LAST: $413.59 (+0.74%) • MKT CAP: $733.53B

revenue-growth

11.30%

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PLNT VS. V) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	PLNT	V	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	82.60%	41.00%	+41.60	PLNT	/gross-margins <GO>
Return on Invested Capital (ROIC)	19.10%	32.30%	-13.20	V	/roic <GO>
EV/EBITDA & P/E Valuation	11.5x	28.9x	-17.40	PLNT	/valuation <GO>
Free Cash Flow Yield	6.30%	2.90%	+3.40	PLNT	/fcf-yield <GO>
Operating Margin	29.80%	60.00%	-30.20	V	/operating-margins <GO>
Net Profit Margin	16.50%	50.10%	-33.60	V	/net-margins <GO>
Revenue Growth (YoY) ACTIVE	12.10%	11.30%	+0.80	PLNT	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.63%	-0.63	V	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	2.11	9.09	-6.98	V	/balance-sheet <GO>
Piotroski F-Score Quality	9/9	9/9	0.00	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	6.80%	7.10%	-0.30	PLNT	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	65.8	69.4	-3.63	V	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	0.98	1.06	-0.08	V	/macro-sensitivity <GO>
Forward P/E Multiple	15.5x	34.0x	-18.50	PLNT	/forward-pe <GO>
Enterprise Scale & Market Cap	$4.04B	$733.53B	-$729.49B	V	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	PLNT REV	V REV	PLNT GROSS %	V GROSS %	PLNT FCF	V FCF
FY 2025	$1.32B	$40.00B	82.6%	44.0%	$254.8M	$21.26B
FY 2024	$1.18B	$35.93B	83.3%	44.0%	$188.8M	$18.33B
FY 2023	$1.07B	$32.65B	44.0%	44.0%	$282.0M	$19.29B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

PLNT // BETA 0.98

V // BETA 1.06