Acushnet vs Peloton Interactive
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KIRAβs take AI analyst
I put Acushnet and Peloton Interactive side by side, using each oneβs latest annual report. Here is what stands out:
- Acushnet is the larger business, with $2.6B of revenue in fiscal 2025 against $2.4B for Peloton Interactive.
- Acushnet grew revenue faster (4.1%, against β1.8%).
- Acushnet kept more of each dollar of sales as operating profit (11.7% operating margin, against 6.6%).
- Peloton Interactive turned more of its sales into free cash flow (15.4% FCF margin, against 4.7%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Acushnet
GOLF
5/9
Revenue growth5-year growthOperating marginNet marginShare count change
Peloton Interactive
PTON
4/9
Gross marginFCF marginPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | GOLF FY25 | PTON FY26 |
|---|---|---|
| Size | ||
| Market cap | $4.9B | $2.3B |
| Revenue | $2.6B | $2.4B |
| Free cash flow | $120M | $378M |
| Net income | $189M | $63.2M |
| Growth | ||
| Revenue growth | 4.1% | β1.8% |
| 5-year growth | 9.7% | β9.5% |
| Share count change | β4.8% | 11.8% |
| Profitability | ||
| Gross margin | 47.7% | 52.6% |
| Operating margin | 11.7% | 6.6% |
| Net margin | 7.4% | 2.6% |
| FCF margin | 4.7% | 15.4% |
| Return on capital | 14.7% | β |
| Return on equity | 24.4% | β |
| Balance sheet | ||
| Net debt | $901M | $123M |
| Net debt / EBITDA | 2.5x | 0.6x |
| Dividends and buybacks | $268M | $0.0M |
| Valuation & quality | ||
| P/E | 22.2x | β |
| Piotroski F-score | 6 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.