Callaway Golf
CALY · Leisure Products
$14.13
1.6%Peloton Interactive
PTON · Leisure Products
$5.37
1.6%The short version
- Peloton Interactive is the larger business, with $2.4B of revenue in fiscal 2026 against $2.1B for Callaway Golf.
- Callaway Golf grew revenue faster (−0.9%, against −1.8%).
- Peloton Interactive turned more of its sales into free cash flow (15.4% FCF margin, against 14.7% FCF margin).
| Latest fiscal year | CALY · FY25 | PTON · FY26 |
|---|---|---|
| Size | ||
| Market cap | $2.7B | $2.3B |
| Revenue | $2.1B | $2.4B |
| Free cash flow | $302M | $378M |
| Net income | −$409M | $63.2M |
| Growth | ||
| Revenue growth | −0.9% | −1.8% |
| 5-year growth | 5.3% | −9.5% |
| Share count change | −6.8% | 11.8% |
| Profitability | ||
| Gross margin | 42.1% | 52.6% |
| Operating margin | 6.2% | 6.6% |
| Net margin | −19.9% | 2.6% |
| FCF margin | 14.7% | 15.4% |
| Return on capital | 2.1% | — |
| Return on equity | −18.3% | — |
| Balance sheet | ||
| Net debt | $558M | $123M |
| Net debt / EBITDA | 3.2x | 0.6x |
| Dividends and buybacks | $3.7M | $0.0M |
| Valuation & quality | ||
| P/E | — | 38.4x |
| Piotroski F-score | 5 | 8 |
FY17
CALY $1.0B
PTON —
FY18
CALY $1.2B
PTON $435M
FY19
CALY $1.7B
PTON $915M
FY20
CALY $1.6B
PTON $1.8B
FY21
CALY $3.1B
PTON $4.0B
FY22
CALY $4.0B
PTON $3.6B
FY23
CALY $2.1B
PTON $2.8B
FY24
CALY $2.1B
PTON $2.7B
FY25
CALY $2.1B
PTON $2.5B
FY26
CALY —
PTON $2.4B
CALY
PTON
FY17
CALY 7.5%
PTON —
FY18
CALY 10.3%
PTON −10.9%
FY19
CALY 7.8%
PTON −22.1%
FY20
CALY −6.6%
PTON −4.4%
FY21
CALY 6.5%
PTON −4.7%
FY22
CALY 6.4%
PTON −76.3%
FY23
CALY 9.1%
PTON −42.8%
FY24
CALY 7.4%
PTON −19.6%
FY25
CALY 6.2%
PTON −1.5%
FY26
CALY —
PTON 6.6%
CALY
PTON
FY17
CALY $91.5M
PTON —
FY18
CALY $55.5M
PTON $21.7M
FY19
CALY $31.9M
PTON −$192M
FY20
CALY $189M
PTON $223M
FY21
CALY −$44.0M
PTON −$481M
FY22
CALY −$567M
PTON −$2.4B
FY23
CALY $315M
PTON −$470M
FY24
CALY $333M
PTON −$85.8M
FY25
CALY $302M
PTON $324M
FY26
CALY —
PTON $378M
CALY
PTON
FY17
CALY 9.0%
PTON —
FY18
CALY 16.3%
PTON —
FY19
CALY 12.3%
PTON —
FY20
CALY −7.9%
PTON —
FY21
CALY 6.8%
PTON −33.0%
FY22
CALY 5.3%
PTON −363.7%
FY23
CALY 2.9%
PTON —
FY24
CALY 3.0%
PTON —
FY25
CALY 2.1%
PTON —
FY26
CALY —
PTON —
CALY
PTON
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.