Life Time Group Holdings, Inc. LTH

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
65/100
Moderate

About Life Time Group Holdings, Inc.

Life Time Group Holdings, Inc., through its subsidiaries, provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada. The company offers fitness floors with equipment, locker rooms, group fitness studios, cycle, yoga, pilates studios, bar and lounge, free weight and resistance equipment, cardiovascular equipment, steam room and sauna, cold plunges, racquetball and … Full LTH analysis →

Competitive advantage assessment

Key strengths

  • Cost Leadership Position Operating margin at 88.9th percentile with strong OpEx control demonstrates cost leadership.
  • ROIC Sustainably Above Peers ROIC at 64.0th percentile exceeds peers and WACC, demonstrating superior capital allocation.

Key risks

  • Liquidity Concerns Liquidity is concerning (score 0.07), raising questions about short-term obligations.
  • Volatile Margins Suggest Cyclicality Margin volatility is high (stability score 0.33), suggesting cyclical exposure or competitive pressure.

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
53

Where LTH ranks in Leisure

Life Time Group Holdings, Inc. ranks #8 of 30 scored companies in Leisure by moat score — the top 27%. The widest moat in the group is Planet Fitness, Inc. (PLNT) at 76/100.

Moat scores for companies ranked near LTH in Leisure
# Company Moat score Rating
4 Acushnet Holdings Corp. GOLF 72/100 Moderate
5 Mattel, Inc. MAT 69/100 Moderate
6 Escalade, Incorporated ESCA 68/100 Moderate
7 Madison Square Garden Entertain MSGE 66/100 Moderate
8 Life Time Group Holdings, Inc. LTH 65/100 Moderate
9 Peloton Interactive, Inc. PTON 64/100 Moderate
10 Amer Sports, Inc. AS 63/100 Moderate
11 Connexa Sports Technologies Inc YYAI 63/100 Moderate
12 OneSpaWorld Holdings Limited OSW 58/100 Moderate

See every General Corporate company ranked by moat score →

How LTH scores on the Corporate Default defenses

Pricing Power

Score 52 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 84 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 70 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 68 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 45 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 76 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding LTH's moat

What is Life Time Group Holdings, Inc.'s moat score?

Life Time Group Holdings, Inc. (LTH) scores 65 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #8 of 30 scored companies in Leisure, the top 27%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 29 companies in Leisure. Its strongest defense is Cost Advantage (84/100) and its weakest is Resilience (45/100).

How does Life Time Group Holdings, Inc. compare with other Leisure companies?

Life Time Group Holdings, Inc. ranks #8 of 30 scored companies in Leisure by moat score. The widest moat in Leisure is Planet Fitness, Inc. (PLNT) at 76/100. The companies ranked closest are Madison Square Garden Entertain (MSGE) at 66 just above it and Peloton Interactive, Inc. (PTON) at 64 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 29 companies in Leisure. The defenses are then weighted to produce the overall score out of 100.

Why is Life Time Group Holdings, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Life Time Group Holdings, Inc.?

The Corporate Default template measures 6 defenses, and LTH scores: Pricing Power (52), Cost Advantage (84), Customer Stickiness (70), Capital Efficiency (68), Resilience (45), Scale & Market Position (76). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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