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Roku

NSQ:ROKU · US77543R1023
EntertainmentLarge

360

84
EV / EBIT14
Price / Owner Earnings8
Owner Earnings Yield49
Dividend Yield1
Price/Sales19
EV / Gross Profit25
Price/Book21
Return on Capital48
Cash Return on Capital78
Return on Equity58
EBIT Margin39
Gross Profitability87
Cash Conversion65
Accruals4
Owner Earnings Margin63
Sales growth85
Profit Growth60
Long-Term EPS Growth43
Owner Earnings Growth88
Reinvestment100
Price momentum86
Debt load84
Refinancing72
Debt Payback100
Liquidity100
Analyst ratings74
Opinion Changes50
Price Target Upside38
Market mood67
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Roku generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryEntertainment
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded2002
Employees3,458
Websiteroku.com
ISINUS77543R1023
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)
Themes
Digital MediaAd TargetingAd NetworkVideo StreamingAd ServerStreaming MediaVideo AdvertisingAdvertising PlatformsConsumer ElectronicsDigital EntertainmentHardware

Description

Roku, Inc. (‘Roku’) operates as a TV streaming platform in the United States, Canada, and Mexico by hours streamed. The company pioneered TV streaming, with the belief that all TV will be streamed. The shift of the TV ecosystem to streaming continue…

Analysis

Hope premium

Roku, Inc. carries what we call a hope premium: an average business trading at an ambitious price.

The price is expensive. You pay 37.2× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 15% yearly growth; analysts expect 30%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 18/20 on our value-creation score: strong value creator. Analysts lean positive.

What to watch: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
87
2023202420252026

All-time high

87

Jun 2026

All-time low

16

Jan 2024

Average rank

58

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
19
28
18
9
Price/Earnings
9
22
22
8
Price/Book
21
41
28
15
Dividend Yield
1
1
1
1
Value (overall)
6
13
8
1

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →