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Clarus vs Peloton Interactive: revenue, profit, margins and growth compared

Clarus brought in $250.4M of revenue in fiscal 2025, Peloton Interactive $2.4B in fiscal 2026. Revenue changed by -5.2% at Clarus and -1.8% at Peloton Interactive on the year before, so Peloton Interactive grew faster. Clarus kept -18.6% of its revenue as net profit, Peloton Interactive 2.6%. Free cash flow was -$9.9M at Clarus and $377.7M at Peloton Interactive.

Side by side, latest fiscal year

CLARPTON
Fiscal year endedFY2025 (December 31, 2025)FY2026 (June 30, 2026)
Revenue$250.4M$2.4B
Revenue growth-5.2%-1.8%
Net income-$46.6M$63.2M
Net margin-18.6%2.6%
Free cash flow-$9.9M$377.7M
Free cash flow margin-4.0%15.4%
Earnings per share (diluted)-$1.21$0.14
Cash$36.7M$1.2B
Debt$0$1.3B
Price to earningsn/a35.1
Market value$137.1M$2.2B
Dividend yield2.79%n/a
Rank by revenue in sector#633 of 778 · Consumer discretionary#325 of 778 · Consumer discretionary

Over the years

Revenue
CLAR FY2018: $212.1MCLAR FY2019: $229.4MCLAR FY2020: $224MCLAR FY2021: $266MCLAR FY2022: $315.3MCLAR FY2023: $286MCLAR FY2024: $264.3MCLAR FY2025: $250.4MPTON FY2020: $915MPTON FY2020: $1.8BPTON FY2021: $4BPTON FY2022: $3.6BPTON FY2023: $2.8BPTON FY2024: $2.7BPTON FY2025: $2.5BPTON FY2026: $2.4BFY18FY19FY20FY21FY22FY23FY24FY25FY26
CLAR $250.4MPTON $2.4B
Net income
CLAR FY2018: $7.3MCLAR FY2019: $19MCLAR FY2020: $5.5MCLAR FY2021: $26.1MCLAR FY2022: -$69.8MCLAR FY2023: -$10.1MCLAR FY2024: -$52.3MCLAR FY2025: -$46.6MPTON FY2020: -$195.6MPTON FY2020: -$71.6MPTON FY2021: -$189MPTON FY2022: -$2.8BPTON FY2023: -$1.3BPTON FY2024: -$551.9MPTON FY2025: -$118.9MPTON FY2026: $63.2MFY18FY19FY20FY21FY22FY23FY24FY25FY26
CLAR -$46.6MPTON $63.2M
Net margin
CLAR FY2018: 3.4%CLAR FY2019: 8.3%CLAR FY2020: 2.5%CLAR FY2021: 9.8%CLAR FY2022: -22.1%CLAR FY2023: -3.5%CLAR FY2024: -19.8%CLAR FY2025: -18.6%PTON FY2020: -21.4%PTON FY2020: -3.9%PTON FY2021: -4.7%PTON FY2022: -78.9%PTON FY2023: -45.1%PTON FY2024: -20.4%PTON FY2025: -4.8%PTON FY2026: 2.6%FY18FY19FY20FY21FY22FY23FY24FY25FY26
CLAR -18.6%PTON 2.6%
Revenue growth
CLAR FY2019: +8.2%CLAR FY2020: -2.4%CLAR FY2021: +18.7%CLAR FY2022: +18.5%CLAR FY2023: -9.3%CLAR FY2024: -7.6%CLAR FY2025: -5.2%PTON FY2020: +99.6%PTON FY2021: +120.3%PTON FY2022: -10.9%PTON FY2023: -21.8%PTON FY2024: -3.6%PTON FY2025: -7.8%PTON FY2026: -1.8%FY19FY20FY21FY22FY23FY24FY25FY26
CLAR -5.2%PTON -1.8%
Free cash flow
CLAR FY2018: $8MCLAR FY2019: $5.4MCLAR FY2020: $24MCLAR FY2021: -$17.7MCLAR FY2022: $6.4MCLAR FY2023: $26.2MCLAR FY2024: -$14MCLAR FY2025: -$9.9MPTON FY2020: -$191.6MPTON FY2020: $223.4MPTON FY2021: -$480.7MPTON FY2022: -$2.4BPTON FY2023: -$470MPTON FY2024: -$85.8MPTON FY2025: $323.7MPTON FY2026: $377.7MFY18FY19FY20FY21FY22FY23FY24FY25FY26
CLAR -$9.9MPTON $377.7M

Fiscal years as each company reports them; the two may end in different months.

Questions about Clarus and Peloton Interactive

Which is bigger by revenue, Clarus or Peloton Interactive?

Peloton Interactive is bigger by revenue: $2.4B in fiscal 2026, against $250.4M for Clarus in fiscal 2025.

Which keeps more of its revenue as profit, Clarus or Peloton Interactive?

Clarus had a net margin of -18.6% in fiscal 2025; Peloton Interactive had 2.6% in fiscal 2026.

Which grew revenue faster, Clarus or Peloton Interactive?

In their latest fiscal years revenue changed by -5.2% at Clarus and -1.8% at Peloton Interactive.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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