vs
Side-by-side financial comparison of LGI Homes, Inc. (LGIH) and PELOTON INTERACTIVE, INC. (PTON). Click either name above to swap in a different company.
PELOTON INTERACTIVE, INC. is the larger business by last-quarter revenue ($656.5M vs $474.0M, roughly 1.4× LGI Homes, Inc.). LGI Homes, Inc. runs the higher net margin — 3.7% vs -5.9%, a 9.6% gap on every dollar of revenue. On growth, PELOTON INTERACTIVE, INC. posted the faster year-over-year revenue change (-2.6% vs -15.0%).
LGI Homes is a Texas-based builder of new construction homes and housing developments, with its development projects mostly focused in the southwestern region of the United States. According to Builder Magazine, LGI Homes is the tenth largest home builder in the United States. 2013, the company announced the pricing of its initial public offering: 9,000,000 shares at $11 per share. 2019, LGI Homes closed 7,690 homes, which was an 18.1% increase over 2018. Home sales revenue in 2019 was $1.8 b...
Peloton Interactive, Inc. is an American exercise equipment and media company based in New York City. The company's products include stationary bicycles, treadmills, and indoor rowers equipped with Internet-connected touch screens that stream live and on-demand fitness classes through a subscription service. The equipment includes built-in sensors that track metrics such as power output, providing users with real-time feedback on their performance and leaderboard rankings to compete with othe...
LGIH vs PTON — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $474.0M | $656.5M |
| Net Profit | $17.3M | $-38.8M |
| Gross Margin | 17.7% | 50.5% |
| Operating Margin | 3.9% | -2.2% |
| Net Margin | 3.7% | -5.9% |
| Revenue YoY | -15.0% | -2.6% |
| Net Profit YoY | -66.0% | 57.8% |
| EPS (diluted) | $0.74 | $-0.09 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $474.0M | $656.5M | ||
| Q3 25 | $396.6M | $550.8M | ||
| Q2 25 | $483.5M | — | ||
| Q1 25 | $351.4M | — | ||
| Q4 24 | $557.4M | — | ||
| Q3 24 | $651.9M | — | ||
| Q2 24 | $602.5M | — | ||
| Q1 24 | $390.9M | — |
| Q4 25 | $17.3M | $-38.8M | ||
| Q3 25 | $19.7M | $13.9M | ||
| Q2 25 | $31.5M | — | ||
| Q1 25 | $4.0M | — | ||
| Q4 24 | $50.9M | — | ||
| Q3 24 | $69.6M | — | ||
| Q2 24 | $58.6M | — | ||
| Q1 24 | $17.1M | — |
| Q4 25 | 17.7% | 50.5% | ||
| Q3 25 | 21.5% | 51.5% | ||
| Q2 25 | 22.9% | — | ||
| Q1 25 | 21.0% | — | ||
| Q4 24 | 22.9% | — | ||
| Q3 24 | 25.1% | — | ||
| Q2 24 | 25.0% | — | ||
| Q1 24 | 23.4% | — |
| Q4 25 | 3.9% | -2.2% | ||
| Q3 25 | 5.4% | 7.5% | ||
| Q2 25 | 8.2% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 8.2% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 11.2% | — | ||
| Q1 24 | 4.8% | — |
| Q4 25 | 3.7% | -5.9% | ||
| Q3 25 | 5.0% | 2.5% | ||
| Q2 25 | 6.5% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 4.4% | — |
| Q4 25 | $0.74 | $-0.09 | ||
| Q3 25 | $0.85 | $0.03 | ||
| Q2 25 | $1.36 | — | ||
| Q1 25 | $0.17 | — | ||
| Q4 24 | $2.15 | — | ||
| Q3 24 | $2.95 | — | ||
| Q2 24 | $2.48 | — | ||
| Q1 24 | $0.72 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.2B |
| Total DebtLower is stronger | $1.7B | $1.5B |
| Stockholders' EquityBook value | $2.1B | $-326.7M |
| Total Assets | $3.9B | $2.2B |
| Debt / EquityLower = less leverage | 0.79× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $53.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.1B | $-326.7M | ||
| Q3 25 | $2.1B | $-347.0M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.9B | — |
| Q4 25 | $3.9B | $2.2B | ||
| Q3 25 | $4.0B | $2.2B | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.8B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.5B | — |
| Q4 25 | 0.79× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $86.8M | $71.9M |
| Free Cash FlowOCF − Capex | — | $71.0M |
| FCF MarginFCF / Revenue | — | 10.8% |
| Capex IntensityCapex / Revenue | 0.0% | 0.1% |
| Cash ConversionOCF / Net Profit | 5.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $86.8M | $71.9M | ||
| Q3 25 | $-13.2M | $71.9M | ||
| Q2 25 | $-86.4M | — | ||
| Q1 25 | $-127.1M | — | ||
| Q4 24 | $57.0M | — | ||
| Q3 24 | $-17.8M | — | ||
| Q2 24 | $-83.5M | — | ||
| Q1 24 | $-99.5M | — |
| Q4 25 | — | $71.0M | ||
| Q3 25 | $-13.3M | $67.4M | ||
| Q2 25 | $-86.4M | — | ||
| Q1 25 | $-128.0M | — | ||
| Q4 24 | $56.4M | — | ||
| Q3 24 | $-17.8M | — | ||
| Q2 24 | $-83.8M | — | ||
| Q1 24 | $-100.5M | — |
| Q4 25 | — | 10.8% | ||
| Q3 25 | -3.3% | 12.2% | ||
| Q2 25 | -17.9% | — | ||
| Q1 25 | -36.4% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | -2.7% | — | ||
| Q2 24 | -13.9% | — | ||
| Q1 24 | -25.7% | — |
| Q4 25 | 0.0% | 0.1% | ||
| Q3 25 | 0.0% | 0.8% | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 5.01× | — | ||
| Q3 25 | -0.67× | 5.17× | ||
| Q2 25 | -2.74× | — | ||
| Q1 25 | -31.83× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | -0.26× | — | ||
| Q2 24 | -1.43× | — | ||
| Q1 24 | -5.83× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
PTON
| Subscription And Circulation | $412.6M | 63% |
| Connected Fitness Products Segment | $243.9M | 37% |
| Product Warranty | $4.0M | 1% |
