COMP <GO>
PTON vs AMZN // RETURN ON INVESTED CAPITAL (ROIC)
Peloton Interactive Inc. (Class A) (NASDAQ) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: PTON 2
— AMZN 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AMZN
LAST: $5.28 (+0.19%) • MKT CAP: $2.35B
roic
-24.30%
LAST: $243.79 (-4.25%) • MKT CAP: $2.63T
roic
17.61%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PTON VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PTON | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 50.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -24.30% | 17.61% | -41.91 | AMZN | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 15.8x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 14.15% | -1.81% | +15.96 | PTON | /fcf-yield <GO> |
| Operating Margin | -1.50% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -4.80% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | -7.80% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 3.32 | -3.12 | AMZN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.73% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.4 | 47.2 | +0.22 | PTON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.46 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 22.8x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.35B | $2.63T | -$2.63T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PTON REV | AMZN REV | PTON GROSS % | AMZN GROSS % | PTON FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $2.49B | $0 | 50.9% | — | $333.0M | $10.56B |
| FY 2024 | $2.70B | $0 | 44.7% | — | -$66.1M | $42.95B |
| FY 2023 | $2.80B | $0 | — | — | -$387.6M | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PTON // BETA —
AMZN // BETA 1.46