The Beachbody Company, Inc. (BODI) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

The Beachbody Company, Inc. (BODI) Media & Communications Profile

The Beachbody Company, Inc. delivers subscription-based fitness and nutrition programs through its digital platforms, including Beachbody on Demand and BODi. With a focus on accessible health and wellness, the company competes in the online fitness market, offering both live and on-demand content alongside nutritional products.

What Is the Investment Thesis for BODI?

With a gross margin of 73.0%, the company demonstrates strong pricing power and efficient cost management. Key value drivers include the expansion of its digital subscription base through innovative content and interactive features, such as BODi. The company's ability to leverage its brand recognition and established distribution network for nutritional products further supports revenue growth. However, investors should be aware of the company's negative profit margin of -1.1% and the competitive landscape, which could impact future profitability. The company's beta of 0.85 suggests lower volatility compared to the broader market.

Based on FMP financials and quantitative analysis

BODI Key Highlights

Gross margin of 73.0% indicates strong pricing power and efficient cost management.

• Market capitalization of $40.2M reflects the company's current valuation in the market.
• Beta of 0.85 suggests lower volatility compared to the broader market.
• Operates Beachbody on Demand, a digital subscription platform, providing access to a library of live and on-demand fitness and nutrition content.
• Offers nutritional products, such as Shakeology and Beachbody Performance supplements, diversifying its revenue streams.

Who Are BODI's Competitors?

BODI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are BODI's Key Strengths?

Established brand recognition

• Extensive content library
• Subscription-based revenue model
• Integrated ecosystem of products and services

What Are BODI's Weaknesses?

Negative profit margin

• High customer acquisition costs
• Dependence on digital platforms
• Intense competition

What Could Drive BODI Stock Higher?

Launch of new fitness programs and nutritional products to drive subscriber growth.

• Expansion of the BODi interactive platform to enhance user engagement.
• Strategic partnerships and collaborations to expand reach and offer integrated solutions.

What Are the Key Risks for BODI?

Financial-distress signal — its Altman Z-Score of -4.47 sits in the distress zone (elevated bankruptcy risk).

• Increasing competition from established fitness brands and emerging digital platforms.
• Changing consumer preferences and adoption of new fitness trends.
• Economic downturn and its impact on consumer spending.
• Regulatory changes affecting the fitness and nutrition industries.

What Are the Growth Opportunities for BODI?

• Expansion of BODi Interactive Platform: The Beachbody Company can capitalize on the growing demand for interactive fitness experiences by expanding the content and features of its BODi platform. This includes offering more live classes, personalized training programs, and community features to enhance user engagement and retention. The interactive fitness market is projected to reach $17.3 billion by 2027, presenting a significant growth opportunity for Beachbody.
• Strategic Partnerships and Collaborations: Collaborating with complementary businesses, such as nutrition companies, wellness brands, and healthcare providers, can expand Beachbody's reach and offer integrated solutions. These partnerships can create cross-promotional opportunities, access new customer segments, and enhance the value proposition for subscribers. The partnership marketing spend in the health and wellness sector is expected to grow by 10% annually through 2028.
• International Market Expansion: Expanding into new international markets can drive significant growth for The Beachbody Company. By adapting its content and products to local preferences and cultural nuances, Beachbody can tap into the growing demand for digital fitness and nutrition solutions in emerging markets.
• Development of Personalized Nutrition Programs: Leveraging data analytics and AI, Beachbody can develop personalized nutrition programs tailored to individual needs and preferences. This includes offering customized meal plans, supplement recommendations, and coaching services based on user data and fitness goals.
• Enhancement of Connected Fitness Ecosystem: Expanding its connected fitness ecosystem with new devices and accessories can drive incremental revenue and enhance user engagement. This includes developing new fitness trackers, smart scales, and other connected devices that integrate with the Beachbody platform.

What Are BODI's Competitive Advantages?

• Established brand recognition and reputation in the fitness and nutrition market.
• Extensive library of proprietary fitness and nutrition content.
• Recurring revenue stream through subscription-based model.
• Integrated ecosystem of digital platforms, nutritional products, and connected fitness devices.

What Does BODI Do?

Founded in 1998 and headquartered in El Segundo, California, The Beachbody Company, Inc. has evolved into a prominent subscription health and wellness provider. The company's core offering is its digital subscription platform, Beachbody on Demand, which grants users access to an extensive library of live and on-demand fitness and nutrition content. Recognizing the growing demand for interactive experiences, Beachbody launched Beachbody on Demand Interactive (BODi), featuring live fitness and nutrition programs. Beyond digital content, Beachbody offers a range of nutritional products, including Shakeology, a nutrition shake, and Beachbody Performance supplements designed for pre-workout, hydration, post-workout recovery, and protein supplementation. The company also markets the BEACHBAR, a low-sugar snack bar, and supplements under the LADDER brand. Expanding its offerings, Beachbody provides connected fitness products, including the BODi Bike Studio, a package subscription that includes a bike and accessories. The company's business model focuses on recurring revenue through subscriptions and product sales, targeting individuals seeking convenient and comprehensive health and wellness solutions.

What Products and Services Does BODI Offer?

• Provides access to a library of live and on-demand fitness and nutrition content through Beachbody on Demand.
• Offers live fitness and nutrition programs through Beachbody on Demand Interactive (BODi).
• Sells nutritional products, including Shakeology and Beachbody Performance supplements.
• Markets the BEACHBAR, a low-sugar snack bar.
• Offers supplements under the LADDER brand.
• Provides connected fitness products, including the BODi Bike Studio.

How Does BODI Make Money?

• Subscription-based revenue through Beachbody on Demand and BODi.
• Direct sales of nutritional products and supplements.
• Sales of connected fitness products, such as the BODi Bike Studio.
• Partnerships and collaborations with other health and wellness brands.

What Industry Does BODI Operate In?

The Beachbody Company, Inc. operates within the rapidly expanding online fitness and nutrition market. This industry is characterized by increasing consumer demand for convenient, personalized, and accessible health and wellness solutions. The market is highly competitive, with numerous players offering digital fitness platforms, nutritional products, and connected fitness devices. Key trends include the integration of AI and data analytics to personalize user experiences, the rise of live and on-demand fitness classes, and the growing popularity of subscription-based models. Beachbody competes with established fitness brands, emerging digital platforms, and specialized nutrition companies. The global online fitness market is projected to reach $79.33 billion in 2026.

Who Are BODI's Key Customers?

• Individuals seeking convenient and accessible fitness solutions.
• Consumers interested in personalized nutrition and wellness programs.
• Fitness enthusiasts looking for interactive and engaging workout experiences.
• Individuals seeking weight management and healthy lifestyle solutions.

Over the past six months, The Beachbody Company, Inc. insiders filed 10 SEC Form 4 transactions — 1 sales and 9 purchases. On net that is roughly 168K shares acquired (about $702K) — insiders putting money in tends to read as conviction.

The Beachbody Company, Inc. has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 294.6% above estimates on average.

The Beachbody Company, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of -4.47 places it in the distress zone, a signal of elevated financial risk.

Return on equity for The Beachbody Company, Inc. stands at 18.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.6%, showing how much profit it generates from its asset base. BODI trades at a trailing price-to-earnings ratio of 3.15, below the Communication Services sector average of ~17.60x. Its free cash flow yield is 20.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.75 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 7.7%, the inverse of the P/E and a quick read on earnings relative to price.

The Beachbody Company, Inc. (BODI) Valuation Context

Valued at $40.2M, BODI is classified as a micro-cap stock. Analyst price targets span from $9.00 to $19.00, with a consensus of $14.00. At the current price of $5.55, that implies approximately 152% upside potential. Relative to its peer group, BODI's quantitative score of 35/100 is roughly in line with the peer average of 39/100.

BODI Revenue & Earnings Trend

In Q2 FY2026, BODI generated $49.6M in top-line revenue, marking a sequential decrease of 8.6%. The company recorded net income of $1.4M, with diluted EPS of $0.11. Revenue has contracted over three consecutive quarters, which investors in this micro-cap Communication Services stock should monitor closely. Across the four most recent quarters, BODI averaged $0.42 in diluted EPS.

Company Profile

The Beachbody Company, Inc. operates in the Internet Content & Information industry within the Communication Services sector. It is headquartered in El Segundo, United States.

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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