Mattel Inc vs Planet Fitness Inc

Mattel Inc (MAT) is undervalued and Planet Fitness Inc (PLNT) is undervalued.

Against our estimates of intrinsic value, PLNT trades at the wider discount: a margin of safety of +58%, against +20% for MAT.

Values as of the 22 Sept 2026 close.

Mattel Inc (MAT)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $16.60; the price of $13.21 is 20% below that value, and 81% of that value comes from beyond year five.

Leak Score 84/100 on 3 of 12 signals

Planet Fitness Inc (PLNT)

Discounting its cash flows at 7.8% (average of 3 methods) values the shares at $100.62; the price of $42.60 is 58% below that value, and 81% of that value comes from beyond year five.

Leak Score 100/100 on 2 of 12 signals

MetricMATPLNT
VerdictUndervaluedUndervalued
Price$13.21$42.60
Intrinsic value$16.60$100.62
Margin of safety+20%+58%
Leak Score84/100 (3/12)100/100 (2/12)
Market cap$3.8B$3.2B
Revenue growth, 5 years3.1%26.6%
Operating margin8.7%30.9%
Net margin7.8%16.9%
Return on equity20.5%
Debt to equity1.37
P/E9.7x14.4x
Forward P/E8.3x11.7x
P/B1.9x

All stocks in Leisure