Peloton Interactive
PTON · Leisure Products
$5.37
1.6%Yeti
YETI · Leisure Products
$42.79
2.8%The short version
- Peloton Interactive is the larger business, with $2.4B of revenue in fiscal 2026 against $1.9B for Yeti.
- Yeti grew revenue faster (2.1%, against −1.8%).
- Yeti kept more of each dollar of sales as operating profit (11.4% operating margin, against 6.6% operating margin).
- Peloton Interactive turned more of its sales into free cash flow (15.4% FCF margin, against 11.4% FCF margin).
- Investors pay more for each dollar of Peloton Interactive’s earnings: a P/E of 38.4x against 21.1x for Yeti.
| Latest fiscal year | PTON · FY26 | YETI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.3B | $3.2B |
| Revenue | $2.4B | $1.9B |
| Free cash flow | $378M | $212M |
| Net income | $63.2M | $165M |
| Growth | ||
| Revenue growth | −1.8% | 2.1% |
| 5-year growth | −9.5% | 11.4% |
| Share count change | 11.8% | −4.9% |
| Profitability | ||
| Gross margin | 52.6% | 57.4% |
| Operating margin | 6.6% | 11.4% |
| Net margin | 2.6% | 8.9% |
| FCF margin | 15.4% | 11.4% |
| Return on capital | — | 32.1% |
| Return on equity | — | 23.8% |
| Balance sheet | ||
| Net debt | $123M | −$113M |
| Net debt / EBITDA | 0.6x | −0.4x |
| Dividends and buybacks | $0.0M | $298M |
| Valuation & quality | ||
| P/E | 38.4x | 21.1x |
| Piotroski F-score | 8 | 6 |
FY17
PTON —
YETI $639M
FY18
PTON $435M
YETI $779M
FY19
PTON $915M
YETI $914M
FY20
PTON $1.8B
YETI $1.1B
FY21
PTON $4.0B
YETI $1.4B
FY22
PTON $3.6B
YETI $1.6B
FY23
PTON $2.8B
YETI $1.7B
FY24
PTON $2.7B
YETI $1.8B
FY25
PTON $2.5B
YETI $1.9B
FY26
PTON $2.4B
YETI —
PTON
YETI
FY17
PTON —
YETI 10.0%
FY18
PTON −10.9%
YETI 13.1%
FY19
PTON −22.1%
YETI 9.8%
FY20
PTON −4.4%
YETI 19.6%
FY21
PTON −4.7%
YETI 19.5%
FY22
PTON −76.3%
YETI 7.9%
FY23
PTON −42.8%
YETI 13.6%
FY24
PTON −19.6%
YETI 13.4%
FY25
PTON −1.5%
YETI 11.4%
FY26
PTON 6.6%
YETI —
PTON
YETI
FY17
PTON —
YETI $106M
FY18
PTON $21.7M
YETI $155M
FY19
PTON −$192M
YETI $54.8M
FY20
PTON $223M
YETI $351M
FY21
PTON −$481M
YETI $90.4M
FY22
PTON −$2.4B
YETI $55.0M
FY23
PTON −$470M
YETI $235M
FY24
PTON −$85.8M
YETI $220M
FY25
PTON $324M
YETI $212M
FY26
PTON $378M
YETI —
PTON
YETI
FY17
PTON —
YETI —
FY18
PTON —
YETI 26.6%
FY19
PTON —
YETI 21.3%
FY20
PTON —
YETI 62.4%
FY21
PTON −33.0%
YETI 87.4%
FY22
PTON −363.7%
YETI 27.2%
FY23
PTON —
YETI 44.5%
FY24
PTON —
YETI 44.3%
FY25
PTON —
YETI 32.1%
FY26
PTON —
YETI —
PTON
YETI
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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.