← Russell 3000 cross-section

PTON PELOTON INTERACTIVE, INC.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Consumer Disc

Scale

Market cap
$2.4bn
Revenue TTM
$2.4bn
Net income TTM
$63m
Free cash flow
$378m
Composite score
55.3
Sector rank
#1546

Valuation

P / E
37.4
EV / EBITDA
11.4
EV / sales
1.0
FCF yield
16.00%
Earnings yield vs 10-yr
-2.05pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.6%
EBITDA margin
8.9%
ROE
-45.2%
ROIC
Revenue growth
-1.8%

Insider activity, last 90 days

Net open-market
$-1.05m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The Company’s revenue is generated primarily from recurring Subscription revenue and the sale of its Connected Fitness Products. The Company’s revenue disaggregated by geographic region was as follows: During the three and nine months ended March 31, 2026, the Company’s revenue attributable to the United States, included within North America above, was $ 548.2 million and $ 1,589.8 million, respectively, or 87 % and 86 % of total revenue, respectively. During the three and nine months ended March 31, 2025, the Company’s revenue attributable to the United States, included within North America above, was $ 549.5 million and $ 1,657.1 million, respectively, or 88 % total revenue. …PELOTON INTERACTIVE, INC., 10-Q, period ended 2026-03-31, filed 2026-05-07

Read the full passage →