Professional
Added to YB: 2026-03-31
Pitch date: 2026-03-27
ROKU [neutral]
Roku, Inc.
-0.5%
current return
Author Info
No bio for this author
Company Info
Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally.
Market Cap
$12.8B
Pitch Price
$88.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.33
P/E
147.71
EV/Sales
2.33
Sector
Entertainment
Category
growth
Saga Partners Portfolio Holding: Roku, Inc.
ROKU (holding update): Controls CTV OS layer between viewers & content in 50% of US broadband homes, 146B streaming hrs (+15% YoY). Platform gross profit $2.1B (+15%). The Roku Channel #2 US app by engagement, ahead of Netflix despite 100x lower content spend. US TV ads ~$90B market, $60B still linear vs 50% streaming share—CTV shift tailwinds monetization. Turned FCF+ & net income+ in 2025. Current price undervalues long-term earnings power as ad dollars follow viewing.
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