Peloton Interactive, Inc. provides fitness and wellness products and services in North America and internationally. The company offers connected fitness products, such as the Peloton Bike, Peloton Bike+, Peloton Tread, Peloton Tread+, and Peloton Row. It also provides all-access, rental, and Peloton App memberships. In addition, the company leases Peloton Bike+ products. The company sells its products through e-commerce and …
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Peloton Interactive, Inc. ranks #9 of 30
scored companies in Leisure by moat score — the top 30%.
The widest moat in the group is Planet Fitness, Inc. (PLNT)
at 76/100.
Moat scores for companies ranked near PTON in Leisure
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 53
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 89
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 53
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 69
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 77
· 15% of the moat score
Scale matters only when it converts into economics.
Peloton Interactive, Inc. (PTON) scores 64 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #9 of 30 scored companies in Leisure, the top 30%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 29 companies in Leisure. Its strongest defense is Customer Stickiness (89/100) and its weakest is Pricing Power (48/100).
How does Peloton Interactive, Inc. compare with other Leisure companies?
Peloton Interactive, Inc. ranks #9 of 30 scored companies in Leisure by moat score. The widest moat in Leisure is Planet Fitness, Inc. (PLNT) at 76/100. The companies ranked closest are Life Time Group Holdings, Inc. (LTH) at 65 just above it and Amer Sports, Inc. (AS) at 63 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 29 companies in Leisure. The defenses are then weighted to produce the overall score out of 100.
Why is Peloton Interactive, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Peloton Interactive, Inc.?
The Corporate Default template measures 6 defenses, and PTON scores: Pricing Power (48), Cost Advantage (53), Customer Stickiness (89), Capital Efficiency (53), Resilience (69), Scale & Market Position (77). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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