Added to YB: 2026-02-17
Pitch date: 2026-02-13
ROKU [neutral]
Roku, Inc.
+2.11%
current return
Author Info
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Company Info
Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally.
Market Cap
$13.3B
Pitch Price
$87.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.55
P/E
152.64
EV/Sales
2.42
Sector
Entertainment
Category
growth
Roku Q4 2025 Snapshot
ROKU (earnings): Q4 rev +16% YoY to $1.4B (beat $1.35B est), platform rev $1.22B (88% of sales) +18% YoY. Op margin expanded 800bps to 5%, net margin +870bps to 6%. FCF $107M (8% margin), FY FCF $484M, 2x YoY. EPS $0.53 vs $0.28 est. Stock +12.5% post-earnings. Trades 99x fwd P/E, 2.4x EV/sales. Risk: device rev only +3%, share dilution +4.6% YoY.
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