BRC vs PTON
Brady Corp. and Peloton Interactive, Inc., side by side — 9 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BRC | PTON |
|---|---|---|
| Revenue | $1.5B | $2.4B |
| Net income | $189.3M | $63.2M |
| Gross margin | 50.3% | 52.6% |
| Net margin | 12.5% | 2.6% |
| Return on equity | 16.8% | · |
| Diluted EPS | · | $0.14 |
| Dividend / share | · | · |
| Payout ratio | 24.1% | · |
| Free cash flow | $153.6M | $377.7M |
| Equity | $1.2B | $-139.7M |
| Net debt / equity | −0.06× | · |
| Current ratio | 1.88× | 2.84× |
| Revenue CAGR 5y | 7.0% | −9.5% |
| Profit CAGR 5y | 11.0% | · |
PTON bills 1.6× the revenue of BRC, and BRC keeps more of each dollar of revenue as profit (12.5% against 2.6%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
9 years side by side
| Fiscal year | BRC | PTON |
|---|---|---|
| FY2025 | $1.5B | $2.4B |
| FY2024 | $1.3B | $2.5B |
| FY2023 | $1.3B | $2.7B |
| FY2022 | $1.3B | $2.8B |
| FY2021 | $1.1B | $3.6B |
| FY2020 | $1.1B | $4.0B |
| FY2019 | $1.2B | $1.8B |
| FY2018 | $1.2B | $915.0M |
| FY2017 | $1.1B | $435.0M |
Bottom line
| Fiscal year | BRC | PTON |
|---|---|---|
| FY2025 | $189.3M | $63.2M |
| FY2024 | $197.2M | $-118.9M |
| FY2023 | $174.9M | $-551.9M |
| FY2022 | $150.0M | $-1.3B |
| FY2021 | $129.7M | $-2.8B |
| FY2020 | $112.4M | $-189.0M |
| FY2019 | $131.3M | $-71.6M |
| FY2018 | $91.1M | $-195.6M |
| FY2017 | $95.6M | $-47.9M |
9 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$932,395,000 | PTON |
| FY2024 | −$1,149,407,000 | PTON |
| FY2023 | −$1,368,637,000 | PTON |
| FY2022 | −$1,498,138,000 | PTON |
| FY2021 | −$2,437,402,000 | PTON |
| FY2020 | −$2,940,501,000 | PTON |
| FY2019 | −$665,255,000 | PTON |
| FY2018 | +$258,851,000 | BRC |
| FY2017 | +$678,316,000 | BRC |
The higher-revenue side has changed between BRC and PTON over this period. The gap has widened since the earliest year compared.
9 of 17 comparable fiscal years — a year missing data on either side is not counted.
9 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +9.9 pp | BRC |
| FY2024 | +19.5 pp | BRC |
| FY2023 | +33.6 pp | BRC |
| FY2022 | +56.6 pp | BRC |
| FY2021 | +90.3 pp | BRC |
| FY2020 | +15.1 pp | BRC |
| FY2019 | +15.2 pp | BRC |
| FY2018 | +29.1 pp | BRC |
| FY2017 | +19.6 pp | BRC |
BRC has kept the higher net margin in every one of these 9 fiscal years.
9 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
PTON's net margin has been more volatile than BRC's over the 9 comparable fiscal years — 24.5 percentage points of standard deviation against 2.0.
9 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
BRC led in net margin in every one of the 9 comparable fiscal years — a structural lead, not a recent swing.
9 of 17 comparable fiscal years — a year missing data on either side is not counted.