Traeger vs Polibeli Group
Traeger is the larger business, with $560m of revenue in fiscal 2025 against $26.4m for Polibeli Group (21.2 times as much). Traeger grew faster (-7.4% against -12.6%). Traeger kept more of each dollar of sales as profit: a net margin of -20.6% against -22.6%.
| Latest fiscal year | TraegerCOOK, 2025 | Polibeli GroupPLBL, 2025 |
|---|---|---|
| Revenue | $560m | $26.4m |
| Revenue growth | -7.4% | -12.6% |
| Net income | −$115m | −$6.0m |
| Operating margin | -17.5% | -28.6% |
| Net margin | -20.6% | -22.6% |
| Return on equity | -51.5% | — |
| Free cash flow | $13.6m | −$6.5m |
| Cash | $19.6m | $1.8m |
| Total debt | $404m | $17,748 |
| Debt to equity | 236.2% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | 433 | — |
| Market value | $147m | $2.05bn |
| Price vs our value range | Within our value range | — |
| Moat score | 37 (Weak) | — |
| Insider trades, 12 months | 0 buys, 1 sales | 0 buys, 0 sales |