Added to YB: 2025-06-05
Pitch date: 2025-06-04
PTON [neutral]
Peloton Interactive, Inc.
-28.5%
current return
Author Info
No bio for this author
Company Info
Peloton Interactive, Inc. operates integrated fitness platform in North America and internationally. The company offers connected fitness products under the Peloton Bike, Peloton Bike+, Peloton Tread, Peloton Tread+, Peloton Guide, and Peloton Row names.
Market Cap
$2.7B
Pitch Price
$7.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.84
P/E
-14.91
EV/Sales
1.48
Sector
Leisure Products
Category
N/A
Can PTON Sail Again? w/Alex Morris
PTON (overview - pass): Connected Fitness subs up 5k sequentially (questionable data revision), but overall subscribers declining since Q1'22. Despite refinancing debt ($914M cash vs $200M due 2026), multiple initiatives (Hilton, strength training, rentals) haven't reversed sales declines. FY'25 guidance: -9% sales, -7% CF subs. At 11.2x NTM EV/EBITDA, pass.
Read full article (5 min)