Peloton Interactive 对比 Yeti
可添加、更换或移除公司，最多四家。
简而言之
- Peloton Interactive 规模更大:2026 财年营收 $2.4B，Yeti 为 $1.9B。
- Yeti 营收增长更快(2.1%，对方为 −1.8%)。
- Yeti 每一美元销售额中留下的营业利润更多(营业利润率 11.4%，对方为 6.6%)。
- Peloton Interactive 将更多销售额转化为自由现金流(自由现金流利润率 15.4%，对方为 11.4%)。
| 最近财年 | PTON · FY26 | YETI · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $2.3B | $3.2B |
| 营收 | $2.4B | $1.9B |
| 自由现金流 | $378M | $212M |
| 净利润 | $63.2M | $165M |
| 增长 | ||
| 营收增长 | −1.8% | 2.1% |
| 5年增长率 | −9.5% | 11.4% |
| 股数变化 | 11.8% | −4.9% |
| 盈利能力 | ||
| 毛利率 | 52.6% | 57.4% |
| 营业利润率 | 6.6% | 11.4% |
| 净利率 | 2.6% | 8.9% |
| 自由现金流利润率 | 15.4% | 11.4% |
| 资本回报率 | — | 32.1% |
| 股本回报率 | — | 23.8% |
| 资产负债表 | ||
| 净债务 | $123M | −$113M |
| 净债务 / EBITDA | 0.6x | −0.4x |
| 股息与回购 | $0.0M | $298M |
| 估值与质量 | ||
| 市盈率 | — | — |
| Piotroski F 分数 | 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
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。