COMP <GO>
PTON vs V // RETURN ON INVESTED CAPITAL (ROIC)
Peloton Interactive Inc. (Class A) (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: PTON 1
— V 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $5.28 (+0.19%) • MKT CAP: $2.35B
roic
-24.30%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PTON VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PTON | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 50.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -24.30% | 32.30% | -56.60 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 28.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 14.15% | 2.90% | +11.25 | PTON | /fcf-yield <GO> |
| Operating Margin | -1.50% | 60.00% | -61.50 | V | /operating-margins <GO> |
| Net Profit Margin | -4.80% | 50.10% | -54.90 | V | /net-margins <GO> |
| Revenue Growth (YoY) | -7.80% | 11.30% | -19.10 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 9.09 | -8.89 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.4 | 65.6 | -18.18 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 34.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.35B | $733.53B | -$731.18B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PTON REV | V REV | PTON GROSS % | V GROSS % | PTON FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.49B | $40.00B | 50.9% | — | $333.0M | $21.26B |
| FY 2024 | $2.70B | $35.93B | 44.7% | — | -$66.1M | $18.33B |
| FY 2023 | $2.80B | $32.65B | — | — | -$387.6M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PTON // BETA —
V // BETA 1.06