Mattel vs Peloton Interactive
Mattel reported revenue of $5.3 billion in fiscal 2025, 2.2 times Peloton Interactive's $2.4 billion in fiscal 2026. Mattel's revenue fell 0.6% in its latest year, and Peloton Interactive's fell 1.8%. Mattel had an operating margin of 10.2%, against 6.6% at Peloton Interactive. Free cash flow was $483 million at Mattel and $378 million at Peloton Interactive. Their fiscal years end in different months (December 31 and June 30), so the periods don't line up exactly.
Side by side
| Mattel | Peloton Interactive | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2026, Jun 30, 2026 |
| Revenue | $5.3B | $2.4B |
| Revenue growth | −0.6% | −1.8% |
| Revenue growth a year, last 5 years | 3.1% | −9.5% |
| Gross margin | 48.7% | 52.6% |
| Operating margin | 10.2% | 6.6% |
| Net margin | 7.4% | 2.6% |
| Free cash flow | $483M | $378M |
| Free cash flow margin | 9.0% | 15.4% |
| Return on capital | 13.5% | — |
| Net debt to EBITDA | 1.5x | 0.6x |
| Dividends and buybacks | $600M | $0M |
| Change in diluted share count | −6.3% | 11.8% |
| Last close | $15.82 | $5.25 |
| P/E at the last close | 11.6× | 37.5× |
| Insider trades, last 12 months | bought $1.0 million, sold $587,027 | sold $15.1 million |
| Piotroski F-score | 5 of 9 | 8 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
MattelPeloton Interactive
Operating margin
Percent of revenue
MattelPeloton Interactive
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
MattelPeloton Interactive
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Mattel and Peloton Interactive pages.