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Side-by-side financial comparison of PELOTON INTERACTIVE, INC. (PTON) and SFL Corp Ltd. (SFL). Click either name above to swap in a different company.
PELOTON INTERACTIVE, INC. is the larger business by last-quarter revenue ($656.5M vs $353.7M, roughly 1.9× SFL Corp Ltd.). SFL Corp Ltd. runs the higher net margin — 1.1% vs -5.9%, a 7.0% gap on every dollar of revenue. On growth, PELOTON INTERACTIVE, INC. posted the faster year-over-year revenue change (-2.6% vs -27.0%).
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...
SFL Corp Ltd is a global maritime transportation and vessel owning enterprise with a diversified fleet including container ships, oil tankers, dry bulk carriers and offshore support vessels. It serves international logistics, energy and bulk commodity sectors, offering long-term and spot charter services to clients across major global trade routes.
PTON vs SFL — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $656.5M | $353.7M |
| Net Profit | $-38.8M | $4.0M |
| Gross Margin | 50.5% | — |
| Operating Margin | -2.2% | 22.8% |
| Net Margin | -5.9% | 1.1% |
| Revenue YoY | -2.6% | -27.0% |
| Net Profit YoY | 57.8% | -93.9% |
| EPS (diluted) | $-0.09 | $0.03 |
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 | $656.5M | $353.7M | ||
| Q3 25 | $550.8M | — | ||
| Q4 24 | — | $484.4M | ||
| Q4 23 | — | $414.5M | ||
| Q4 22 | — | $364.7M |
| Q4 25 | $-38.8M | $4.0M | ||
| Q3 25 | $13.9M | — | ||
| Q4 24 | — | $64.7M | ||
| Q4 23 | — | $60.7M | ||
| Q4 22 | — | $98.3M |
| Q4 25 | 50.5% | — | ||
| Q3 25 | 51.5% | — | ||
| Q4 24 | — | — | ||
| Q4 23 | — | — | ||
| Q4 22 | — | — |
| Q4 25 | -2.2% | 22.8% | ||
| Q3 25 | 7.5% | — | ||
| Q4 24 | — | 32.8% | ||
| Q4 23 | — | 33.4% | ||
| Q4 22 | — | 38.3% |
| Q4 25 | -5.9% | 1.1% | ||
| Q3 25 | 2.5% | — | ||
| Q4 24 | — | 13.4% | ||
| Q4 23 | — | 14.6% | ||
| Q4 22 | — | 27.0% |
| Q4 25 | $-0.09 | $0.03 | ||
| Q3 25 | $0.03 | — | ||
| Q4 24 | — | $0.49 | ||
| Q4 23 | — | $0.48 | ||
| Q4 22 | — | $0.74 |
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 | $150.8M |
| Total DebtLower is stronger | $1.5B | $2.6B |
| Stockholders' EquityBook value | $-326.7M | $960.9M |
| Total Assets | $2.2B | $3.6B |
| Debt / EquityLower = less leverage | — | 2.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $150.8M | ||
| Q3 25 | $1.1B | — | ||
| Q4 24 | — | $134.6M | ||
| Q4 23 | — | $165.5M | ||
| Q4 22 | — | $188.4M |
| Q4 25 | $1.5B | $2.6B | ||
| Q3 25 | $1.5B | — | ||
| Q4 24 | — | $2.9B | ||
| Q4 23 | — | $2.2B | ||
| Q4 22 | — | $2.2B |
| Q4 25 | $-326.7M | $960.9M | ||
| Q3 25 | $-347.0M | — | ||
| Q4 24 | — | $1.1B | ||
| Q4 23 | — | $1.0B | ||
| Q4 22 | — | $1.1B |
| Q4 25 | $2.2B | $3.6B | ||
| Q3 25 | $2.2B | — | ||
| Q4 24 | — | $4.1B | ||
| Q4 23 | — | $3.7B | ||
| Q4 22 | — | $3.9B |
| Q4 25 | — | 2.69× | ||
| Q3 25 | — | — | ||
| Q4 24 | — | 2.54× | ||
| Q4 23 | — | 2.08× | ||
| Q4 22 | — | 2.03× |
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 | $71.9M | $118.4M |
| Free Cash FlowOCF − Capex | $71.0M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | — | 29.75× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $71.9M | $118.4M | ||
| Q3 25 | $71.9M | — | ||
| Q4 24 | — | $182.4M | ||
| Q4 23 | — | $112.1M | ||
| Q4 22 | — | $188.4M |
| Q4 25 | $71.0M | — | ||
| Q3 25 | $67.4M | — | ||
| Q4 24 | — | — | ||
| Q4 23 | — | — | ||
| Q4 22 | — | — |
| Q4 25 | 10.8% | — | ||
| Q3 25 | 12.2% | — | ||
| Q4 24 | — | — | ||
| Q4 23 | — | — | ||
| Q4 22 | — | — |
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.8% | — | ||
| Q4 24 | — | — | ||
| Q4 23 | — | — | ||
| Q4 22 | — | — |
| Q4 25 | — | 29.75× | ||
| Q3 25 | 5.17× | — | ||
| Q4 24 | — | 2.82× | ||
| Q4 23 | — | 1.85× | ||
| Q4 22 | — | 1.92× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PTON
| Subscription And Circulation | $412.6M | 63% |
| Connected Fitness Products Segment | $243.9M | 37% |
| Product Warranty | $4.0M | 1% |
SFL
Segment breakdown not available.
