Peloton Interactive vs Yeti
Peloton Interactive reported revenue of $2.4 billion in fiscal 2026, 1.3 times Yeti's $1.9 billion in fiscal 2025. Peloton Interactive's revenue fell 1.8% in its latest year, and Yeti's grew 2.1%. Peloton Interactive had an operating margin of 6.6%, against 11.4% at Yeti. Free cash flow was $378 million at Peloton Interactive and $212 million at Yeti. Their fiscal years end in different months (June 30 and January 3), so the periods don't line up exactly.
Side by side
| Peloton Interactive | Yeti | |
|---|---|---|
| Latest fiscal year | FY2026, Jun 30, 2026 | FY2025, Jan 3, 2026 |
| Revenue | $2.4B | $1.9B |
| Revenue growth | −1.8% | 2.1% |
| Revenue growth a year, last 5 years | −9.5% | 11.3% |
| Gross margin | 52.6% | 57.4% |
| Operating margin | 6.6% | 11.4% |
| Net margin | 2.6% | 8.8% |
| Free cash flow | $378M | $212M |
| Free cash flow margin | 15.4% | 11.3% |
| Return on capital | — | 32.1% |
| Net debt to EBITDA | 0.6x | −0.4x |
| Dividends and buybacks | $0M | $298M |
| Change in diluted share count | 11.8% | −4.8% |
| Last close | $5.25 | $43.57 |
| P/E at the last close | 37.5× | 21.5× |
| Insider trades, last 12 months | sold $15.1 million | sold $442,142 |
| Piotroski F-score | 8 of 9 | 6 of 9 |
Amounts in each company's own currency, US$ 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
Peloton InteractiveYeti
Operating margin
Percent of revenue
Peloton InteractiveYeti
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Peloton InteractiveYeti
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 Peloton Interactive and Yeti pages.