TRUG vs MODG vs GOLF vs PLNT vs PTON

For growth investors, Planet Fitness, Inc.

(PLNT) is the stronger pick with 12. 1% revenue growth year-over-year, versus -13. 6% for TruGolf Holdings, Inc. (TRUG). 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 Topgolf Callaway Brands Corp. (MODG) a "Buy" — based on 23 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 Acushnet Holdings Corp. at 28. 9x. On forward P/E, Planet Fitness, Inc. is actually cheaper at 13. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Acushnet Holdings Corp. wins at 1. 24x versus Planet Fitness, Inc. 's 1. 80x — a reasonable growth-adjusted valuation.

Over the past 5 years, Acushnet Holdings Corp.

(GOLF) delivered a total return of +81. 1%, compared to -100. 0% for TruGolf Holdings, Inc. (TRUG). Over 10 years, the gap is even starker: GOLF returned +434. 4% versus TRUG's -100. 0%. 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), TruGolf Holdings, Inc.

(TRUG) is the lower-risk stock at 0. 20β versus Topgolf Callaway Brands Corp. 's 1. 92β — meaning MODG is approximately 843% more volatile than TRUG relative to the S&P 500. On balance sheet safety, Acushnet Holdings Corp. (GOLF) carries a lower debt/equity ratio of 137% versus 172% for Topgolf Callaway Brands Corp. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Planet Fitness, Inc.

(PLNT) is pulling ahead at 12. 1% versus -13. 6% for TruGolf Holdings, Inc. (TRUG). On earnings-per-share growth, the picture is similar: Peloton Interactive, Inc. grew EPS 80. 1% year-over-year, compared to -1776. 6% for Topgolf Callaway Brands Corp.. Over a 3-year CAGR, PLNT leads at 12. 2% 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.

Planet Fitness, Inc.

(PLNT) is the more profitable company, earning 16. 5% net margin versus -80. 7% for TruGolf Holdings, Inc. — meaning it keeps 16. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PLNT leads at 29. 8% versus -32. 3% for TRUG. 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, Acushnet Holdings Corp. (GOLF) is the more undervalued stock at a PEG of 1. 24x versus Planet Fitness, Inc. 's 1. 80x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Planet Fitness, Inc. (PLNT) trades at 13. 0x forward P/E versus 36. 5x for Peloton Interactive, Inc. — 23. 4x 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, GOLF (1.

0% yield) pays a dividend. TRUG, MODG, PLNT, PTON do not pay a meaningful dividend and should not be held primarily for income.

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

(PLNT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 31), +203. 6% 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 (PLNT: +203. 6%, 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 (TRUG (Technology) and MODG (Consumer Cyclical) and GOLF (Consumer Cyclical) and PLNT (Consumer Cyclical) and PTON (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: TRUG is a small-cap quality compounder stock; MODG is a small-cap quality compounder stock; GOLF is a small-cap quality compounder stock; PLNT is a small-cap deep-value stock; PTON is a small-cap quality compounder stock. GOLF pays a dividend while TRUG, MODG, PLNT, PTON 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.