NYSE · XPOF
Xponential Fitness, Inc.
Consumer Cyclical · Leisure
$4.19▼ 0.24% ($0.01)at close
As of 4:00 PM ET
Market cap
$176.90M
P/E
N/M
EPS (TTM)
-$0.92
Next earnings
Nov 5, 2026
Valuation
Revenue & margin DCF
Verdict: cheap. Price below all scenarios.
The price holds with revenue shrinking 3.1% a year for 10 years. Our scenarios assume 1.0–4.4%.
That's below its past 4-year pace of 19.4%.
Value per share
Base case
$10.24
Price used $4.19 is 59% below this
USD · TTM ending Jun 30, 2026 · Price Oct 23, 8:00 PM UTC
Revenue each value needs
Revenue today $288M. The price needs $212M by 2036. Base case: $332M. At its recent pace: $1.7B. Bear to Bull: $319M to $444M.
Revenue today $288M. The price needs $212M by 2036. Base case: $332M. At its recent pace: $1.7B. Bear to Bull: $319M to $444M.
Revenue in 2036
today $288M
−$121Mless than the Base case
Value per share · Base case
$10.24
Price $4.19
59% below this
- 10-yr revenue CAGR
- 1.4%
- Ending operating margin
- 24.7%
- Discount rate
- 8.6%
USD · TTM ending Jun 30, 2026 · Price Oct 23, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 40.23% over the last year. Revenue declined 9.11% over the trailing twelve months. Operating margin moved from -10.74% to 21.68%. Free cash flow declined 190.75% over the trailing twelve months.
What the market seems to be pricing
The market is reacting to weaker business momentum more than just compressing the valuation multiple. Even if the shares already screen cheap on P/S, investors are still discounting lower future earnings power.
What would invalidate this read
Operating margin stands at 21.68%. Revenue declined 9.11% — this read reverses if that trend stabilizes. Free cash flow fell 190.75% — a return toward positive territory would undermine the deterioration thesis. If margins and cash flow stabilize while the stock stays depressed, the gap shifts from fundamental damage toward pure multiple compression.
Return analysis
Company profile
Xponential Fitness, Inc. serves as a leading franchisor in the boutique fitness and wellness sector, conducting operations across the United States and internationally through its various subsidiaries.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
6
Buy
9
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 5, 2026
Q3 FY26 · EPS est $0.12 · Revenue est $63.0M
Same quarter, year over year
FY26 YTD -133.3%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined -$0.02 vs $0.06 · 1 of 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- -$0.51
- n/m
- FY24
- -$0.09
- —
n/m: last year’s figure was zero, a loss or too small to compare against
Q2 FY26
Reported Aug 6, 2026 · Latest
HoverTap a cell to inspect
Actual
$0.02
Estimate
$0.13
Year over year
-92.3%
Vs prior quarter
n/m
Institutional Sentiment
Xponential Fitness, Inc. · XPOF
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.