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Activity Tracking Fitness Tech Wearables sector

Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Activity Tracking Fitness Tech Wearables

1.1 - About Activity Tracking Fitness Tech Wearables sector

Companies in the Activity Tracking Fitness Tech Wearables category design wrist-worn devices that capture activity, biometrics, and sleep data, then surface insights through apps and cloud dashboards. Their value proposition centers on accurate sensor data, easy syncing, and actionable guidance that drives healthier habits and engagement. Offerings typically include integrated hardware, firmware, and software ecosystems that support large-scale consumer adoption and enterprise wellness programs.

Vendors deliver optical heart-rate monitoring and HRV-based stress scoring, accelerometer-driven step and calorie tracking, built-in or connected GPS for workout mapping, SpO2 and sleep stage analysis, and recovery metrics. They pair bands with companion iOS/Android apps, subscription coaching and challenges, and cloud analytics dashboards. Many provide Bluetooth syncing, open APIs and integrations with Apple Health, Google Fit, and employer wellness platforms, plus long battery life, water resistance, and secure data management.

Primary customer segments include health-conscious consumers and athletes, employers running corporate wellness programs, and digital health platforms and payers. Outcomes include higher daily activity adherence, improved health awareness through longitudinal biometrics, increased member engagement via gamified challenges, and measurable reductions in wellness program costs through data-driven interventions. These wearables also support retention and personalization by feeding reliable device telemetry into broader health ecosystems.

2. Buyers in the Activity Tracking Fitness Tech Wearables sector

2.1 Top strategic acquirers of Activity Tracking Fitness Tech Wearables companies

Whoop Logo

Whoop

HQ: United States Website
  • Description: Provider of wearable health technology and membership services that offer medical-grade insights; WHOOP’s Life membership pairs the WHOOP MG device with on-demand ECG, blood pressure insights, recovery, sleep and strain scoring to help users monitor heart health, manage stress, and build longevity-supporting habits.
  • Key Products:
  • Whoop 4.0: Screenless wrist or clothing-worn tracker with silicon-anode battery, expanded capacity, monitoring biometrics and syncing data to app for detailed strain, sleep, and recovery insights
  • Stress Monitor: Continuous feature evaluates HRV, resting heart rate to calculate personalized Stress Score, delivering real-time breathwork guidance for reducing stress or boosting alertness
  • Whoop Coach: OpenAI-powered chat-based assistant lets members ask tailored questions, receiving on-demand fitness, recovery, and health coaching grounded in their personal wearable data
  • Whoop App & Recovery Score: Mobile app aggregates sleep
  • HRV, resting heart rate, respiratory rate data, producing 0-100% Recovery Score, and suggests exertion goals aligned with daily readiness.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
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2.2 - Strategic buyer groups for Activity Tracking Fitness Tech Wearables sector

M&A buyer group 1: Fitness Trackers

8 companies View group →
Description: Companies in the Health and Fitness Tracking Wearables category design sensor-rich devices and companion software that capture activity, sleep, heart rate, and other biometrics, then translate them into actionable insights. They combine hardware engineering with mobile apps and cloud analytics to improve user engagement and wellness outcomes, and their integrated stacks appeal to strategic buyers seeking alignment with digital health ecosystems, employer programs, and third-party platforms.
Garmin

Garmin

Website HQ: United States
  • Type: N/A
  • Employees: ●●●●●
  • Description: Provider of GPS-enabled wearables, cycling computers, handhelds, satellite communicators and related navigation and fitness technology for sports, outdoor, marine, aviation and automotive markets, designed to connect people to their passions through vivid displays, health metrics and inReach connectivity.
  • Key Products:
  • Garmin fleet 660: Android-based navigator for light commercial vehicles featuring accurate maps, customizable apps, 6-inch HD dual-orientation touchscreen and bundled mounting accessories for easy in-vehicle deployment
  • Garmin fleet 670/670V: Dedicated long-haul trucking navigators providing turn-by-turn directions, big bright screens, satellite-reliant data, and compatibility with barcode readers, card readers, printers, scanners and Wi-Fi cameras
  • Garmin Navigation APIs: Software interface that lets solution providers integrate third-party or custom applications seamlessly with the Garmin navigation experience on fleet devices, enabling bundled value-added services for enterprise clients
  • Serial FMI Support: Compliance with latest serial Fleet Management Interface specifications, ensuring broad compatibility with fleet management systems and facilitating reliable data exchange and device control.
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Buyer group 2: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Activity Tracking Fitness Tech Wearables sector

3.1 - Buyout funds in the Activity Tracking Fitness Tech Wearables sector

Buyout Funds investing in Activity Tracking Fitness Tech Wearables companies

51+ funds
Description: Buyout funds focused on Activity Tracking Fitness Tech Wearables companies globally.

TPG

Website HQ: United States
  • Type: Buyout
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: Technology companies in Activity Tracking Fitness Tech Wearables
  • Relevant M&A transactions / similar portfolio companies:
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2.2 - Strategic buyer groups for Activity Tracking Fitness Tech Wearables sector

Growth Equity Funds in Activity Tracking Fitness Tech Wearables companies

41+ funds
Description: Growth equity funds focused on Activity Tracking Fitness Tech Wearables companies globally.

TCV

Website HQ: United States
  • Type: Growth
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: High-growth companies in Activity Tracking Fitness Tech Wearables
  • Relevant investments / similar portfolio companies:
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4 - Top valuation comps for Activity Tracking Fitness Tech Wearables companies

4.2 - Public trading comparable groups for Activity Tracking Fitness Tech Wearables sector

Valuation benchmark group 1: Consumer IoT Device Manufacturers

3 companies View group →
Description: Public companies in this group design and manufacture consumer Internet‑of‑Things devices—primarily smart home security cameras, hubs, and controllers—paired with cloud software and subscription services. They monetize through hardware sales, recurring storage and monitoring plans, and ecosystem accessories. These issuers are used as public trading comparables because they share hardware‑plus‑software business models, similar end markets, and valuation drivers tied to device shipments, subscriber growth, and services mix.
EZVIZ Network logo

EZVIZ Network

  • Enterprise value: $●●●m
  • Market Cap: $●●●m
  • EV/Revenue: ●.●x
  • EV/EBITDA: ●●.●x
  • Description: Provider of smart home security solutions focused on offering intelligent devices and cloud-based platforms to enhance safety and convenience in homes and businesses.
  • Key Products:
  • Security Cameras: Provides a range of cameras for home and business surveillance
  • Smart Detection Systems: Delivers intelligent detection and alerting solutions for enhanced safety
  • Cloud Storage: Offers cloud-based data storage and management
  • Home Automation Devices: Facilitates smart home integrations for seamless connectivity
  • Mobile Applications: Develops apps for remote monitoring and control of smart devices.
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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4.3 - M&A Transactions in the Activity Tracking Fitness Tech Wearables sector

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

Buyers & Acquirers in Activity Tracking Fitness Tech Wearables sector

Who are the top strategic acquirers of Activity Tracking Fitness Tech Wearables companies?

Top strategic buyers in this sector include Whoop, a provider of wearable health technology and membership services that offer medical-grade insights; whoop’s life membership pairs the whoop mg device with on-demand ecg, blood pressure insights, recovery, sleep and strain scoring to help users monitor heart health, manage stress, and build longevity-supporting habits. .

Which buyer groups are most relevant for Activity Tracking Fitness Tech Wearables companies?

Relevant strategic buyer groups similar to the Activity Tracking Fitness Tech Wearables sector include Fitness Trackers because they share similar customer segments and product capabilities.

Financial Investors in Activity Tracking Fitness Tech Wearables sector

Which are the top PE firms investing in Activity Tracking Fitness Tech Wearables companies?

Potential investors in the broader Activity Tracking Fitness Tech Wearables space include TCV and TPG.

Who are the top buyout funds acquiring Activity Tracking Fitness Tech Wearables companies?

Active PE funds and buyout funds acquiring companies in the Activity Tracking Fitness Tech Wearables space include TPG.

Who are the top growth equity funds investing in Activity Tracking Fitness Tech Wearables companies?

Growth funds investing in the broader Activity Tracking Fitness Tech Wearables sector include TCV.

Valuation of Companies in Activity Tracking Fitness Tech Wearables sector

Which are the key public companies that are relevant trading comps for Activity Tracking Fitness Tech Wearables companies?

Key trading comparable groups include EZVIZ Network, a provider of smart home security solutions focused on offering intelligent devices and cloud-based platforms to enhance safety and convenience in homes and businesses..

Which are the key trading comparable groups for Activity Tracking Fitness Tech Wearables companies?

Similar trading comparable companies include Consumer IoT Device Manufacturers. Our platform tracks detailed trading comparable groups in the Activity Tracking Fitness Tech Wearables sector with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in the Activity Tracking Fitness Tech Wearables sector?

Our platform tracks M&A transactions in the Activity Tracking Fitness Tech Wearables sector with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Activity Tracking Fitness Tech Wearables?

Access recent funding rounds in the Activity Tracking Fitness Tech Wearables sector including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors, valuations, and use of proceeds.

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