No shared counterparties.
| Stage | PTON | % of rev | CWH | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $608M | 100.00% | $1.9B | 100.00% | CWH ×3.18 |
| Gross profit | $344M | 56.66% | $538M | 27.84% | PTON +28.8pp |
| Operating income | $81M | 13.36% | $92M | 4.75% | PTON +8.6pp |
| Pre-tax income | $61M | 9.97% | $45M | 2.33% | PTON +7.6pp |
| Net income | $62M | 10.15% | $44M | 2.26% | PTON +7.9pp |
| Stage | PTON | CWH | Gap · A − B |
|---|---|---|---|
| Revenue | $608M100.00% | $1.9B100.00% | CWH ×3.18 |
| Gross profit | 56.66%$344M | 27.84%$538M | PTON +28.8pp |
| Operating income | 13.36%$81M | 4.75%$92M | PTON +8.6pp |
| Pre-tax income | 9.97%$61M | 2.33%$45M | PTON +7.6pp |
| Net income | 10.15%$62M | 2.26%$44M | PTON +7.9pp |