Callaway Golf vs Peloton Interactive
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KIRAβs take AI analyst
I put Callaway Golf and Peloton Interactive side by side, using each oneβs latest annual report. Here is what stands out:
- 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 (β0.9%, against β1.8%).
- Peloton Interactive turned more of its sales into free cash flow (15.4% FCF margin, against 14.7%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Callaway Golf
CALY
3/9
Revenue growth5-year growthShare count change
Peloton Interactive
PTON
6/9
Gross marginOperating marginNet marginFCF marginPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| 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 | β$409M | $63.2M |
| Growth | ||
| Revenue growth | β0.9% | β1.8% |
| 5-year growth | 5.3% | β9.5% |
| Share count change | β6.8% | 11.8% |
| Profitability | ||
| Gross margin | 42.1% | 52.6% |
| Operating margin | 6.2% | 6.6% |
| Net margin | β19.9% | 2.6% |
| FCF margin | 14.7% | 15.4% |
| Return on capital | 2.1% | β |
| Return on equity | β18.3% | β |
| Balance sheet | ||
| Net debt | $558M | $123M |
| Net debt / EBITDA | 3.2x | 0.6x |
| Dividends and buybacks | $3.7M | $0.0M |
| Valuation & quality | ||
| P/E | β | 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.