Professional
Added to YB: 2025-08-14
Pitch date: 2025-08-07
PTON [bullish]
Peloton Interactive, Inc.
-12.68%
current return
Author Info
No bio for this author
Company Info
Peloton Interactive, Inc. provides fitness and wellness products and services in North America and internationally.
Market Cap
$3.0B
Pitch Price
$7.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.39
P/E
-23.82
EV/Sales
1.56
Sector
Leisure Products
Category
growth
RGA Investment Advisors New Position: Peloton Interactive, Inc.
PTON (new position): Cash-generative $1.6B recurring revenue biz w/ cleaned balance sheet. New CEO can focus on growth vs fires. Cult-like following + strength vertical opportunity (2M+ users). 2:1 LTV:CAC ratio post-marketing cuts. $330-350M EBITDA, $250M FCF (7% yield). $5 price hike = $130M+ EBITDA. 3yr interest savings could boost FCF to $500M.
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