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Added to YB: 2022-08-17

Pitch date: 2022-08-17

PTON [bullish]

Peloton Interactive, Inc.

-58.55%

current return

Author Info

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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

$12.86

Price Target

22.03 (+313%)

Dividend

N/A

EV/EBITDA

36.84

P/E

-14.91

EV/Sales

1.48

Sector

Leisure Products

Category

turnaround

Show full summary:
Peloton: The Fitness Appliance

PTON: Polarizing but strong brand. New CEO cutting costs, outsourcing manufacturing, and shifting to subscription model. If successful, could generate $1B FCF by 2025. At 12x FCF less $1.5B debt, implies $10B market cap (2x current). High risk turnaround but upside if pulls off transition.

Read full article (7 min)