Peloton Interactive vs Yeti Holdings
Peloton Interactive is the larger business, with $2.45bn of revenue in fiscal 2026 against $1.87bn for Yeti Holdings (1.3 times as much). Yeti Holdings grew faster (2.1% against -1.8%). Yeti Holdings kept more of each dollar of sales as profit: a net margin of 8.9% against 2.6%.
| Latest fiscal year | Peloton InteractivePTON, 2026 | Yeti HoldingsYETI, 2025 |
|---|---|---|
| Revenue | $2.45bn | $1.87bn |
| Revenue growth | -1.8% | 2.1% |
| Net income | $63.2m | $165m |
| Operating margin | 6.6% | 11.4% |
| Net margin | 2.6% | 8.9% |
| Return on equity | — | 23.8% |
| Free cash flow | $378m | $212m |
| Cash | $1.21bn | $188m |
| Total debt | $1.33bn | $75.0m |
| Debt to equity | — | 11.5% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $298m |
| Employees | — | 1,390 |
| Market value | $2.03bn | $3.27bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 30 (Weak) | 76 (Strong) |
| Insider trades, 12 months | 0 buys, 49 sales | 0 buys, 2 sales |