PLBY vs XPOF

For growth investors, Playboy, Inc.

(PLBY) is the stronger pick with 4. 1% revenue growth year-over-year, versus -1. 7% for Xponential Fitness, Inc. (XPOF). Analysts rate Playboy, Inc. (PLBY) a "Buy" — based on 8 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.

Over the past 5 years, Xponential Fitness, Inc.

(XPOF) delivered a total return of -46. 6%, compared to -96. 6% for Playboy, Inc. (PLBY). Over 10 years, the gap is even starker: XPOF returned -46. 6% versus PLBY's -83. 1%. 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), Xponential Fitness, Inc.

(XPOF) is the lower-risk stock at 1. 94β versus Playboy, Inc. 's 1. 96β — meaning PLBY is approximately 1% more volatile than XPOF relative to the S&P 500.

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

(PLBY) is pulling ahead at 4. 1% versus -1. 7% for Xponential Fitness, Inc. (XPOF). On earnings-per-share growth, the picture is similar: Playboy, Inc. grew EPS 87. 5% year-over-year, compared to 35. 2% for Xponential Fitness, Inc.. Over a 3-year CAGR, XPOF leads at 9. 0% 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.

Playboy, Inc.

(PLBY) is the more profitable company, earning -10. 5% net margin versus -10. 7% for Xponential Fitness, Inc. — meaning it keeps -10. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: XPOF leads at 25. 3% versus -2. 7% for PLBY. At the gross margin level — before operating expenses — XPOF leads at 75. 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.

On forward earnings alone, Xponential Fitness, Inc.

(XPOF) trades at 10. 9x forward P/E versus 22. 8x for Playboy, Inc. — 11. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PLBY: 656. 3% to $12. 63.

In this comparison, XPOF (2.

5% yield) pays a dividend. PLBY does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Xponential Fitness, Inc.

(XPOF) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2. 5% yield). Playboy, Inc. (PLBY) carries a higher beta of 1. 96 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (XPOF: -46. 6%, PLBY: -83. 1%), 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.

Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

XPOF pays a dividend while PLBY does 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.