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 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

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

发表看法

146

290

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2173151439?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-10-05 23:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2173151439","market":"us","top_or_hot":-1,"title":"Why Peloton Stock Is Becoming a Value","media":"Motley Fool","content":"<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/05/why-peloton-stock-is-now-a-value/\">网页链接</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Peloton Stock Is Becoming a Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Peloton Stock Is Becoming a Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/05/why-peloton-stock-is-now-a-value/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/05/why-peloton-stock-is-now-a-value/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PTON","symbol_name":"Peloton Interactive, Inc.","start_time":0,"source_url":"https://www.fool.com/investing/2021/10/05/why-peloton-stock-is-now-a-value/","article_id":"2173151439","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2173151439","pubTimestamp":1633447560,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"This exercise equipment maker's stock price is down, but not out.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"translate_title":"为什么珀洛东股票正在成为一种价值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PTON":0.9},"content_text":"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 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%. Cycling is now less than 60% of the workouts done in any given year, and shrinking.\nI think this is a sign that Peloton is building a product that's attractive to more users and becoming stickier for subscribers. If Peloton has something for everyone, it's going to provide much more value to subscribers long-term.\nIn time, we could even see Peloton slowly raise subscription prices because of the value it's providing.\nPeloton has growth opportunities ahead\nAfter acquiring its own manufacturing facility in the U.S., Peloton now has more control of not only manufacturing and inventory but also new product development. We know a new Tread is on the way, and improved bikes are likely as well.\nI think Peloton could also expand into home strength equipment and even wearables. Peloton is already a critical fitness tool for members, so why not deepen that relationship?\nThe company has a lot of opportunities to expand its product footprint and engage even more with customers. As it does, the incremental benefit to users from more digital content makes a Peloton subscription that much more valuable.\nThe growth story isn't over\nThere are a number of potential threats to Peloton's business, from Apple's growing suite of fitness content to the reopening of gyms around the world. But I think the content library that Peloton has built along with the installed base of bikes and treadmills will make this a formidable fitness company for years. Remember that the value of Peloton is in the number of users subscribing to and using the company's workout content -- and with 459.7 million workouts done by Peloton customers in the last year, this is a workout company that has a huge lead over the competition in at-home workouts.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":829353355,"gmtCreate":1633476433657,"gmtModify":1633476433800,"author":{"id":"3561443675471397","authorId":"3561443675471397","name":"wisley","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3561443675471397","idStr":"3561443675471397"},"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829353355","repostId":2173151439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":829325816,"gmtCreate":1633476246194,"gmtModify":1633476246485,"author":{"id":"3585385530619181","authorId":"3585385530619181","name":"h20_mako","avatar":"https://static.tigerbbs.com/815dd8430435288774e9be0c03637f83","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3585385530619181","idStr":"3585385530619181"},"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829325816","repostId":2173151439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":829320446,"gmtCreate":1633475833513,"gmtModify":1633475834014,"author":{"id":"3586939439858903","authorId":"3586939439858903","name":"ASMH","avatar":"https://static.tigerbbs.com/c8c22c3127769d9bb7b4e8d291d98433","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586939439858903","idStr":"3586939439858903"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/829320446","repostId":2173151439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6103958,"gmtCreate":1633476241441,"gmtModify":1634721022041,"authorId":3585385530619181,"author":{"id":3585385530619181,"idStr":"3585385530619181","authorId":3585385530619181,"name":"h20_mako","avatar":"https://static.tigerbbs.com/815dd8430435288774e9be0c03637f83","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829320446,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"},{"id":6114611,"gmtCreate":1633561845491,"gmtModify":1634720124304,"authorId":3586939439858903,"author":{"id":3586939439858903,"idStr":"3586939439858903","authorId":3586939439858903,"name":"ASMH","avatar":"https://static.tigerbbs.com/c8c22c3127769d9bb7b4e8d291d98433","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829320446,"type":1,"supId":6103958,"prevId":0,"content":"Like","text":"Like","html":"Like"},{"id":6188851,"gmtCreate":1634166743104,"gmtModify":1634636539973,"authorId":3586939439858903,"author":{"id":3586939439858903,"idStr":"3586939439858903","authorId":3586939439858903,"name":"ASMH","avatar":"https://static.tigerbbs.com/c8c22c3127769d9bb7b4e8d291d98433","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829320446,"type":1,"supId":6103958,"prevId":0,"content":"Like","text":"Like","html":"Like"}],"langContent":"CN"},{"id":829366610,"gmtCreate":1633475576579,"gmtModify":1633475662479,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://static.tigerbbs.com/4c72fb9a7e595dfd0c2e4e983607d1d0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577937302028167","idStr":"3577937302028167"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/829366610","repostId":2173151439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6103740,"gmtCreate":1633475583757,"gmtModify":1634721043976,"authorId":3577937302028167,"author":{"id":3577937302028167,"idStr":"3577937302028167","authorId":3577937302028167,"name":"newwen","avatar":"https://static.tigerbbs.com/4c72fb9a7e595dfd0c2e4e983607d1d0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829366610,"type":1,"supId":0,"prevId":0,"content":"<u>up</u>","text":"<u>up</u>","html":"<u>up</u>"},{"id":6103743,"gmtCreate":1633475589076,"gmtModify":1634721043648,"authorId":3577937302028167,"author":{"id":3577937302028167,"idStr":"3577937302028167","authorId":3577937302028167,"name":"newwen","avatar":"https://static.tigerbbs.com/4c72fb9a7e595dfd0c2e4e983607d1d0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829366610,"type":1,"supId":6103740,"prevId":0,"content":"<u>hihi</u>","text":"<u>hihi</u>","html":"<u>hihi</u>"},{"id":6103744,"gmtCreate":1633475595198,"gmtModify":1634721043538,"authorId":3577937302028167,"author":{"id":3577937302028167,"idStr":"3577937302028167","authorId":3577937302028167,"name":"newwen","avatar":"https://static.tigerbbs.com/4c72fb9a7e595dfd0c2e4e983607d1d0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829366610,"type":1,"supId":6103740,"prevId":0,"content":"🎂🎂🎂","text":"🎂🎂🎂","html":"🎂🎂🎂"},{"id":6103747,"gmtCreate":1633475601021,"gmtModify":1634721043319,"authorId":3577937302028167,"author":{"id":3577937302028167,"idStr":"3577937302028167","authorId":3577937302028167,"name":"newwen","avatar":"https://static.tigerbbs.com/4c72fb9a7e595dfd0c2e4e983607d1d0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829366610,"type":1,"supId":6103740,"prevId":0,"content":"😋😋😋","text":"😋😋😋","html":"😋😋😋"},{"id":6103749,"gmtCreate":1633475607219,"gmtModify":1634721043099,"authorId":3577937302028167,"author":{"id":3577937302028167,"idStr":"3577937302028167","authorId":3577937302028167,"name":"newwen","avatar":"https://static.tigerbbs.com/4c72fb9a7e595dfd0c2e4e983607d1d0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829366610,"type":1,"supId":6103740,"prevId":0,"content":"💞💞💞","text":"💞💞💞","html":"💞💞💞"}],"langContent":"CN"},{"id":829384670,"gmtCreate":1633475128292,"gmtModify":1633475128476,"author":{"id":"4090917315083020","authorId":"4090917315083020","name":"Kbchoo","avatar":"https://static.tigerbbs.com/4ca82a5f426c35eb7c3d97d11b3bdc1b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4090917315083020","idStr":"4090917315083020"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829384670","repostId":2173151439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":829385499,"gmtCreate":1633475083827,"gmtModify":1633475084221,"author":{"id":"3584157491931754","authorId":"3584157491931754","name":"bostonxsgp","avatar":"https://static.tigerbbs.com/55d82efabeabddb18cc2d6ca7a71a36f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3584157491931754","idStr":"3584157491931754"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829385499","repostId":2173151439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":290,"commentSize":146,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2173151439"}