Callaway Golf vs Peloton Interactive
Peloton Interactive is the larger business, with $2.45bn of revenue in fiscal 2026 against $2.06bn for Callaway Golf (1.2 times as much). Callaway Golf grew faster (-0.8% against -1.8%). Peloton Interactive kept more of each dollar of sales as profit: a net margin of 2.6% against -19.9%.
| Latest fiscal year | Callaway GolfCALY, 2025 | Peloton InteractivePTON, 2026 |
|---|---|---|
| Revenue | $2.06bn | $2.45bn |
| Revenue growth | -0.8% | -1.8% |
| Net income | −$409m | $63.2m |
| Operating margin | — | 6.6% |
| Net margin | -19.9% | 2.6% |
| Return on equity | -18.3% | — |
| Free cash flow | $302m | $378m |
| Cash | $903m | $1.21bn |
| Total debt | $1.46bn | $1.33bn |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $3.7m | — |
| Employees | 28,000 | — |
| Market value | $3.03bn | $2.03bn |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 28 (Weak) | 30 (Weak) |
| Insider trades, 12 months | 0 buys, 15 sales | 0 buys, 49 sales |