BODI vs PTON vs NFLX vs XPOF vs PLNT

For growth investors, Netflix, Inc.

(NFLX) is the stronger pick with 15. 9% revenue growth year-over-year, versus -39. 9% for The Beachbody Company, Inc. (BODI). Planet Fitness, Inc. (PLNT) offers the better valuation at 16. 8x trailing P/E (13. 0x forward), making it the more compelling value choice. Analysts rate Peloton Interactive, Inc. (PTON) a "Buy" — based on 40 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Planet Fitness, Inc.

(PLNT) is the cheapest at 16. 8x versus Netflix, Inc. at 34. 9x. On forward P/E, Xponential Fitness, Inc. is actually cheaper at 10. 9x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Netflix, Inc. wins at 0. 75x versus Planet Fitness, Inc. 's 1. 80x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Netflix, Inc.

(NFLX) delivered a total return of +75. 2%, compared to -97. 2% for The Beachbody Company, Inc. (BODI). Over 10 years, the gap is even starker: NFLX returned +875. 3% versus BODI's -97. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Planet Fitness, Inc.

(PLNT) is the lower-risk stock at 0. 31β versus Xponential Fitness, Inc. 's 1. 94β — meaning XPOF is approximately 520% more volatile than PLNT relative to the S&P 500. On balance sheet safety, The Beachbody Company, Inc. (BODI) carries a lower debt/equity ratio of 9% versus 54% for Netflix, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Netflix, Inc.

(NFLX) is pulling ahead at 15. 9% versus -39. 9% for The Beachbody Company, Inc. (BODI). On earnings-per-share growth, the picture is similar: The Beachbody Company, Inc. grew EPS 96. 1% year-over-year, compared to 27. 6% for Netflix, Inc.. Over a 3-year CAGR, NFLX leads at 12. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Netflix, Inc.

(NFLX) is the more profitable company, earning 24. 3% net margin versus -10. 7% for Xponential Fitness, Inc. — meaning it keeps 24. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PLNT leads at 29. 8% versus -1. 5% for PTON. At the gross margin level — before operating expenses — PLNT leads at 82. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Netflix, Inc. (NFLX) is the more undervalued stock at a PEG of 0. 75x versus Planet Fitness, Inc. 's 1. 80x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Xponential Fitness, Inc. (XPOF) trades at 10. 9x forward P/E versus 36. 5x for Peloton Interactive, Inc. — 25. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PLNT: 170. 8% to $119. 17.

In this comparison, XPOF (2.

5% yield) pays a dividend. BODI, PTON, NFLX, PLNT do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Netflix, Inc.

(NFLX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 39), +875. 3% 10Y return). Peloton Interactive, Inc. (PTON) carries a higher beta of 1. 89 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NFLX: +875. 3%, PTON: -78. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (BODI (Communication Services) and PTON (Consumer Cyclical) and NFLX (Communication Services) and XPOF (Consumer Cyclical) and PLNT (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: BODI is a small-cap quality compounder stock; PTON is a small-cap quality compounder stock; NFLX is a large-cap high-growth stock; XPOF is a small-cap quality compounder stock; PLNT is a small-cap deep-value stock. XPOF pays a dividend while BODI, PTON, NFLX, PLNT do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.