Why Peloton Stock Is Becoming a Value

Motley Fool2021-10-05

Share prices of Peloton Interactive (NASDAQ:PTON) are 51% off all-time highs set in mid-January, caught up in an investing trend that instead favors COVID-19 recovery stocks. It hasn't helped that ...

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wisley
2021-10-06
wisley
Buy
h20_mako
2021-10-06
h20_mako
🤔
ASMH
2021-10-06
ASMH
Like
- h20_mako:
  👍
- ASMH:
  Like
- ASMH:
  Like
newwen
2021-10-06
newwen
Up
- newwen:
  up
- newwen:
  hihi
- newwen:
  🎂🎂🎂
- newwen:
  😋😋😋
- newwen:
  💞💞💞
Kbchoo
2021-10-06
Kbchoo
Ok
bostonxsgp
2021-10-06
bostonxsgp
ok

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It hasn't helped that management has made some missteps with its Tread recall, which lost the company a fair amount of goodwill with customers and investors back in April.\nBut if we take a step back and look at Peloton as a growth stock, the long-term story is still strong. The company's user base is growing, its product lineup is expanding, and financial performance is getting better. Here's why I think this stock could be a value in today's market.\nSubscriptions are the key\nIf Peloton is going to be successful as a company, it won't be because it makes or sells bikes. It'll be because it generates growing, high-margin subscription revenue. And on that front, the company is doing very well.\nSubscription revenue was up 132% year over year in the fiscal fourth quarter to $281.6 million, and gross profit from subscriptions was up 159% to $178.1 million.\nThe subscription business is also a big reason the company's move into corporate wellness and hotel and resort settings is so important. Peloton has been able to attract millions of active members, but reaching new customers who are allowing others to use their Peloton equipment and subscriptions at rental locations can be another way to leverage the company's equipment and content base.\nExpanding on a strong core\nIn fiscal 2018, Peloton was almost entirely a stationary cycling company, with cycling accounting for about 85% of the company's workouts. But in the past three years, the company has expanded how people use its products. Strength programs are now about 20% of workouts, and floor content is around 10%. 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