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Company Analysis

The Beachbody Company, Inc. BODI

A comprehensive view of key metrics, scores, and financial health for The Beachbody Company, Inc.

Overview of The Beachbody Company, Inc.

BODI NCM
Communication Services Internet Content & Information Framework: Software & SaaS Micro Cap
The Beachbody Company, Inc. (BODI), is a Micro Cap company, in the Internet Content & Information industry, last closed at $4.01, about 1938.2% undervalued vs fair value, -18.8% 1Y return, ranked 123/271 in sector.
Metrics Rev Growth -39.9% ROE -9.6% Gross Margin 73.0%
USD 4.01
-3.84%
(Delayed)
• Vol 90d: 97.0%
Market Cap
$29.21M
Enterprise Value
$20.49M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Weak
Completeness: 88%
Confidence: 91%
Updated: Oct 24
Top Beats

Quick Facts

Website https://thebeachbodycompany.co...
HQ El Segundo, CA
Employees 355
Fiscal year Dec 31

Next Events

Earnings Nov 9

Fair Value Snapshot

Bear Base Bull
$73
$82
$91
Current: $4.01 +1938% vs base

Engine Room Money Flow™

Micro Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$251.7M
-39.9%%
Gross Profit
$183.8M
-36%%
Operating Income (GAAP)
$5.5M
108.3%%
Operating Cash Flow
$21.8M
748.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
73.0%

Gross Profit / Revenue — context only; ad platforms typically 60–80%, marketplaces and streaming lower by design

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
4/5
Improving
1
High Impact
1
Critical
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating The Beachbody Company, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
46
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Debt Covered by Cash Generation Debt capacity is solid (score 0.79), supporting resilience through cycles.
  • Consistent Subscription Growth Revenue consistency is strong (score 0.68), pointing to a sticky customer base.

Key risks

  • Weak Product Reinvestment R&D commitment lags peers (score 0.18), weakening the innovation moat.
  • Growth-Profit Balance Looks Weak Innovation payoff is weak (score 0.08), indicating limited return on reinvestment.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BODI's balance between Growth (13.9%), Profitability (40.2%), and Safety (45.9%). Growth 14% Safety 46% Profitability 40%

Click axes to expand details. Marker shows current allocation.

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Growth

17th percentile vs peers
17
Key Signals
EPS Growth YoY 96.1% 77p Buyback % 3.3% 41p Def Rev Growth -26.4% 16p Revenue CAGR 3Y -28.6% 5p Rev Growth YoY -39.9% 4p
Strengths
  • Cash Flow to Debt Ratio in top 20% of peers (16.85, 97th percentile)
  • Conservative leverage compared to industry peers
Risks
  • Growth in bottom 20% of peers (percentile: 17)
  • Def Rev Growth in bottom 20% of peers (-26.4%)
  • Rev Growth YoY in bottom 20% of peers (-39.9%)

Profitability

49th percentile vs peers
50
Key Signals
Strengths
Risks
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Safety

56th percentile vs peers
57
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for The Beachbody Company, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$81.73
- - -
+1938.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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