Peloton Interactive Inc vs Shopify Inc. — how do they compare? Peloton Interactive Inc trades at $5.06 (market cap $2.21B), while Shopify Inc. trades at $127.29 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 78.1× Peloton Interactive Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Peloton Interactive Inc nearer its low. Which is the better fit depends on your goals.
| PTON | SHOP | |
|---|---|---|
Market Cap | $2.21B | $172.54B |
Sector | Consumer Cyclical | Technology |
52-Week High | $9.00 | $179.01 |
52-Week Low | $3.71 | $95.40 |
Enterprise Value | $2.71B | $167.77B |
Signals from Pluang's Aura AI — not financial advice
Peloton Interactive (PTON) trades at $5.04, down 6.67% amid bearish technical signals and mixed fundamentals. The company achieved its first full-year net profit in fiscal 2026 with a 2.58% net income margin, though revenue declined to $2.49B in 2025. Analyst sentiment is divided with a 50% buy rating but a consensus price target of $7.25, while technical indicators show strong bearish momentum with all moving averages signaling sell.
The outlook remains cautious as PTON balances profitability gains against subscriber declines and weak revenue growth. Investment opportunity exists if cost-cutting sustains margins, but risks include high debt load, competitive pressures, and insider selling activity. The stock trades near key support levels with institutional sentiment mixed.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
Trailing returns across standard periods
Latest headlines on both assets
Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of sales of bike and tread and related accessories, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue consists of revenue generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates the majority of the revenue from the sale of Connected Fitness Products.
Read more on PTON →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →