Professional
Added to YB: 2024-05-16
Pitch date: 2024-04-10
PTON [bullish]
Peloton Interactive, Inc.
+43.67%
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
$3.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.84
P/E
-14.91
EV/Sales
1.48
Sector
Leisure Products
Category
turnaround
Patient Capital Management Opportunity Equity Portfolio Holding: Peloton Interactive, Inc.
PTON hit lows in Q1 on bloated costs. Expanding channels (AMZN, DKS) & testing growth levers to reach FCF+, delayed. Sticky, high-margin subscription biz holds value. Current price = turnaround or takeout potential.
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