Added to YB: 2025-06-06
Pitch date: 2025-06-04
PTON [neutral]
Peloton Interactive, Inc.
-12.27%
current return
Author Info
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Company Info
Peloton Interactive, Inc. provides fitness and wellness products and services in North America and internationally.
Market Cap
$3.0B
Pitch Price
$7.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.39
P/E
-23.82
EV/Sales
1.56
Sector
Leisure Products
Category
N/A
Show full summary:
Can PTON Sail Again? w/Alex Morris
PTON (overview - pass): Connected Fitness subs up 5k sequentially (questionable data revision), but overall subscribers declining since Q1'22. Despite refinancing debt ($914M cash vs $200M due 2026), multiple initiatives (Hilton, strength training, rentals) haven't reversed sales declines. FY'25 guidance: -9% sales, -7% CF subs. At 11.2x NTM EV/EBITDA, pass.
Read full article (5 min)