PELOTON INTERACTIVE CLASS A INC (PTON)
Consumer Discretionary · Connected fitness and digital wellness platforms · NASDAQ
Connected fitness platform offering live and on-demand indoor cycling, running, strength, and wellness classes via hardware devices and digital subscriptions.
What PELOTON INTERACTIVE CLASS A INC does
Peloton Interactive is a fitness technology company that designs, manufactures, and operates a connected fitness platform centered on hardware devices (bikes, treadmills, rowing machines, and strength equipment) paired with a subscription service delivering live and on-demand fitness classes. The company generates revenue from hardware sales and recurring digital subscriptions that provide access to streaming fitness content. Peloton also operates a digital-only subscription service (Peloton App) accessible on third-party devices and mobile platforms, expanding its reach beyond its proprietary hardware.
Themes: ["Connected fitness / home exercise equipment","Fitness content streaming and classes","Subscription fitness services","AI integration in fitness coaching and personalization","Retail expansion and showroom partnerships"]
Fundamentals
- Price$5.94 as of 2026-07-09 close
- Market cap$2.6B as of 2026-07-10
- 1-year return-8.8% as of 2026-07-09 close
- P/E111.06 as of 2026-07-10
- Net margin+0.9% as of 2026-07-10
- Gross margin+52.0% as of 2026-07-10
- ROE-418.4% as of 2026-07-10
- Debt / equity55.20 as of 2026-07-10
- Revenue growth (YoY)-3.3% as of 2026-07-10
- Revenue CAGR (3y)-11.4% SEC XBRL
- Beta2.61 as of 2026-07-10
Key risks (from latest filing)
["Declining subscriber growth and retention amid intense market competition and macroeconomic pressures, with revenue declining 3.26% YoY.","Supply chain disruptions, component cost inflation, and reliance on limited third-party manufacturers and suppliers for hardware production.","Product safety risks including prior Bike+ recalls and ongoing potential regulatory or legal claims related to product defects."]
Competitors & peers
- Apple Fitness+
- Beachbody (Beachbody On Demand)
- Bowflex (Nautilus Inc.)
- Nordictrack (Icon Health & Fitness)
- Mirror (Lululemon)
- Planet Fitness
- YouTube Fitness Content Creators
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.