Xponential Fitness (XPOF) trades at just 6.5x forward EV/EBITDA, pressured by expensive debt and legal settlements despite strong Club Pilates assets. A strategic review, board changes, and Voss Capital's activism increase the likelihood of a sale or asset monetization within 12 months. DCF analysis suggests XPOF is 56% undervalued, with a conservative $8.00 intrinsic value giving a substantial margin of safety.
While the top- and bottom-line numbers for Xponential Fitness (XPOF) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Xponential Fitness (XPOF) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of $0.11. This compares to a loss of $0.2 per share a year ago.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 138 | $1,136 | $912.87 | -$223.13 | -19.64% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 381 | $2,959.14 | $2,518.41 | -$440.73 | -14.89% |
Christian Leone Luxor Capital Group LP | 609,275 | $4.89M | $4.01M | -$881,181.15 | -18.02% |
Joseph Castro Nuveen LLC | 85,534 | $661,009.12 | $563,241.39 | -$97,767.73 | -14.79% |
| MPM Mark P. Mennitt CenterBook Partners LP | 916,642 | $6.66M | $6.04M | -$624,134.66 | -9.37% |
| Diversified Consumer Services Industry | Consumer Discretionary Sector | Michael Nuzzo CEO | NYSE Exchange | 98422X101 CUSIP |
| US Country | 288 Employees | - Last Dividend | - Last Split | 23 Jul 2021 IPO Date |
Xponential Fitness, Inc. represents a prominent network in the boutique fitness franchising sector, both within the United States and on an international scale. Established in 2017 and based in Irvine, California, Xponential Fitness, Inc. has rapidly expanded its footprint, operating a diverse portfolio of fitness and wellness brands. By the end of 2021, the company boasted 1,556 franchisees and 1,954 open studios, adjusting its operation to meet the growing demand for specialized fitness services. This extensive network underscores the company's success in proliferating fitness through a franchise model, catering to a wide range of fitness preferences and disciplines.
Focuses on offering pilates-based workouts aimed at improving strength, flexibility, and posture, tailored for different fitness levels.
Provides a collection of barre workouts that combine ballet, pilates, and yoga, designed to sculpt and tone the body through low-impact, high-intensity movements.
Specializes in indoor cycling classes, offering an immersive, high-energy workout experience that caters to cyclists of all levels, from beginners to seasoned enthusiasts.
Delivers personalized stretching sessions aimed at increasing flexibility, enhancing performance, and reducing injury risk, guided by trained flexologists.
Offers rowing-based fitness classes designed to provide a low-impact, high-intensity workout, engaging over 85% of the body's muscles.
Provides a modern approach to the ancient practice of yoga, with classes designed to accommodate all levels, promoting mindfulness, strength, and flexibility.
Focuses on boxing-inspired fitness classes that combine elements of boxing, cardio, and strength training in a high-energy, music-driven environment.
Merges dance-based cardio with strength and toning exercises, offering a dynamic full-body workout aimed at improving fitness and well-being through movement.
Specializes in running and walking classes, catering to all fitness levels, focusing on improving endurance, speed, and overall cardiovascular health.
Stands for Body Fit Training, offering science and technology-based functional training programs designed to achieve rapid fitness improvements and body transformations.