Professional
Added to YB: 2025-08-14
Pitch date: 2025-08-07
PTON [bullish]
Peloton Interactive, Inc.
-28.84%
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
$7.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.84
P/E
-14.91
EV/Sales
1.48
Sector
Leisure Products
Category
growth
RGA Investment Advisors New Position: Peloton Interactive, Inc.
PTON (new position): Cash-generative $1.6B recurring revenue biz w/ cleaned balance sheet. New CEO can focus on growth vs fires. Cult-like following + strength vertical opportunity (2M+ users). 2:1 LTV:CAC ratio post-marketing cuts. $330-350M EBITDA, $250M FCF (7% yield). $5 price hike = $130M+ EBITDA. 3yr interest savings could boost FCF to $500M.
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