Peloton Interactive stock analysis
Peloton Interactive (2ON) Stock Price & Analysis
2ON Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 2.16B
- Enterprise Value
- CHF 2.97B
- Total Cash (Recent Filing)
- CHF 1.34B
- Total Debt (Recent Filing)
- CHF 1.69B
- Price to Earnings (P/E)
- 17.4
- Beta
- N/A
- Next Earnings
- Feb 04, 2027 (Est.)
- EPS Estimate
- 0.02
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Positive Cash Generation
Peloton’s conversion to strongly positive operating and free cash flow provides internal funding for product development, debt reduction, and strategic initiatives. The close alignment between free cash flow and net income also supports the quality of the turnaround, although continued consistency remains important.
Engaged Subscription Ecosystem
A large paid member base combined with rising engagement supports the recurring subscription model and can improve retention over time. Broader participation across modalities, including strong Pilates growth, increases the platform’s usefulness and gives Peloton more opportunities to deepen member relationships.
Commercial Expansion
Commercial growth adds a durable channel beyond direct-to-consumer hardware sales and expands Peloton’s reach across gyms, hospitality, studios, and residential properties. Precor’s established distribution footprint can accelerate adoption while creating additional equipment and subscription opportunities.
Bears Say
Declining Revenue And Subscriptions
Management’s outlook still calls for lower annual revenue and a substantial year-over-year decline in paid connected-fitness subscriptions. This indicates that pricing actions and new products have not yet fully offset membership pressure, limiting near-term scale benefits and increasing execution dependence.
Thin Equity Cushion And Leverage
Negative equity leaves Peloton with a limited capital buffer and makes the balance sheet more vulnerable to operating setbacks. Although debt has declined, leverage remains substantial relative to assets, which can constrain capital allocation and reduce resilience if cash generation weakens.
Margin Sustainability Risk
The sharp Q1 margin and EBITDA performance was partly supported by benefits management described as nonrecurring, while the next quarter is expected to show materially lower gross margin. This leaves the underlying profitability profile less robust and raises the importance of sustained cost discipline.
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Company Description
Peloton Interactive
Peloton Interactive, Inc. operates globally, providing interactive fitness equipment and services. The company's main offerings include internet-connected exercise machines like the Peloton Bike, Bike+, Tread, and Tread+, which feature integrated touchscreens for streaming live and on-demand workout classes. Additionally, Peloton offers subscription packages for households, granting access to a wide array of live and archived fitness content, also available through its Peloton Digital application. As of June 30, 2021, Peloton served approximately 5.9 million members. Its innovative fitness products are sold directly to consumers via its retail showrooms and through its website, onepeloton.com. Founded in 2012, Peloton Interactive, Inc. is headquartered in New York, New York.
- Sector
- Consumercyclical
- Industry
- Leisure
- CEO
- Peter C. Stern
- Employees
- 2,199
- Website
- www.onepeloton.com
- Address
- 441 Ninth Avenue, New York City, NY, 10001, US
Peloton Interactive (2ON) Earnings & Revenues
2ON Company Deck
2ON Earnings Call
Earnings Call SentimentPositive
The call had a strongly positive tone. Peloton reported better-than-expected Q1 revenue, profitability, cash flow, subscription performance and deleveraging, while highlighting product innovation, AI adoption, commercial expansion and international opportunity. The main challenges were year-over-year declines in full-year revenue and Q2 subscription guidance, churn that remains above the prior year, reliance on some nonrecurring Q1 benefits, seasonal holiday uncertainty and volatile credit markets. Highlights significantly outweighed lowlights.
View all CH:2ON earnings summaries