Mattel vs Peloton Interactive
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KIRAβs take AI analyst
I put Mattel and Peloton Interactive side by side, using each oneβs latest annual report. Here is what stands out:
- Mattel is the larger business, with $5.3B of revenue in fiscal 2025 against $2.4B for Peloton Interactive, about 2.2 times as much.
- Mattel grew revenue faster (β0.6%, against β1.8%).
- Mattel kept more of each dollar of sales as operating profit (10.2% operating margin, against 6.6%).
- Peloton Interactive turned more of its sales into free cash flow (15.4% FCF margin, against 9.0%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Mattel
MAT
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 | MAT FY25 | PTON FY26 |
|---|---|---|
| Size | ||
| Market cap | $4.6B | $2.3B |
| Revenue | $5.3B | $2.4B |
| Free cash flow | $483M | $378M |
| Net income | $398M | $63.2M |
| Growth | ||
| Revenue growth | β0.6% | β1.8% |
| 5-year growth | 3.1% | β9.5% |
| Share count change | β6.3% | 11.8% |
| Profitability | ||
| Gross margin | 48.7% | 52.6% |
| Operating margin | 10.2% | 6.6% |
| Net margin | 7.4% | 2.6% |
| FCF margin | 9.0% | 15.4% |
| Return on capital | 13.5% | β |
| Return on equity | 17.7% | β |
| Balance sheet | ||
| Net debt | $1.1B | $123M |
| Net debt / EBITDA | 1.5x | 0.6x |
| Dividends and buybacks | $600M | $0.0M |
| Valuation & quality | ||
| P/E | 11.6x | β |
| Piotroski F-score | 5 | 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.