SuperworthRoku ROKU
- Market cap
- $23.5B
- PE
- 67.8×
- 5y median 101×
- Forward PE
- 48.7×
- 9y median 54.0×
- Price to sales
- 4.5×
- EV/EBIT
- 77.1×
- Revenue, 12 months
- $5.2B
- +19% on a year ago
- Net margin
- 6.8%
- Free cash flow yield
- 3.0%
Roku trades at 67.8× trailing earnings, cheaper than 81% of the last ten years. Revenue was $5.2B over the last twelve months, up 19% on a year earlier with a 7% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $912M+20% | $984.4M+14% | $881.5M+19% | $968.2M+14% | $1.1B+17% | $1.2B+22% | $1B+16% | $1.1B+15% | $1.2B+14% | $1.4B+16% | $1.2B+22% | $1.4B+22% | |
| Cost of revenue | $543.2M+34% | $546.5M+9% | $493.2M+22% | $543.5M+16% | $582.1M+7% | $688.5M+26% | $575.6M+17% | $613.4M+13% | $685.7M+18% | $788.1M+15% | $683.9M+19% | $681M+11% |
| Gross profit | $368.8M+3% | $437.9M+20% | $388.3M+15% | $424.7M+12% | $480.1M+30% | $512.6M+17% | $445M+15% | $497.7M+17% | $524.9M+9% | $606.8M+18% | $564.9M+27% | $673.7M+35% |
| R&D | $282.2M+36% | $183.8M−17% | $180.5M−18% | $175.5M−9% | $178.8M−37% | $185.4M+1% | $184.6M+2% | $178M+1% | $182.2M+2% | $184.6M−0% | $189.5M+3% | $179.7M+1% |
| SG&A | $436.4M+47% | $358.3M−9% | $279.9M−15% | $320.5M+3% | $337M−23% | $366.3M+2% | $318.2M+14% | $343M+7% | $333.2M−1% | $356.2M−3% | $323.7M+2% | $347.8M+1% |
| −$349.8M+138% | −$104.2M−58% | −$72M−66% | −$71.2M−43% | −$35.8M−90% | −$39.1M−62% | −$57.7M−20% | −$23.3M−67% | $9.5M | $66M | $51.8M | $146.2M | |
| Interest expense | n/a | n/a | $10K | $0 | $0 | $411K | $433K+4230% | $460K | $455K | $558K+36% | $624K+44% | $475K+3% |
| Pre-tax income | −$326.9M+172% | −$76.5M−68% | −$46.1M−76% | −$43.1M−59% | −$4.9M−99% | −$25.9M−66% | −$40.5M−12% | $4.7M | $38M | $91.7M | $88.6M | $169.4M+3525% |
| $3.2M+63% | $1.8M | $4.8M+34% | −$9.2M | $4.1M+30% | $9.7M+452% | −$13.1M | −$5.8M−36% | $13.2M+219% | $11.2M+16% | $2.9M | $5.2M | |
| Net income | −$330.1M+170% | −$78.3M−67% | −$50.9M−74% | −$34M−68% | −$9M−97% | −$35.5M−55% | −$27.4M−46% | $10.5M | $24.8M | $80.5M | $85.7M | $164.2M+1464% |
| −$2.33+165% | −$0.55−68% | −$0.35−75% | −$0.24−68% | −$0.06−97% | −$0.24−56% | −$0.19−46% | $0.07 | $0.16 | $0.53 | $0.57 | $1.08+1443% | |
| 141.9M+2% | 143M+2% | 143.8M+2% | 144.3M+2% | 144.9M+2% | 145.6M+2% | 146.2M+2% | 149.7M+4% | 151.6M+5% | 152.3M+5% | 151M+3% | 151.9M+2% |
EPS, diluted: 7 periods, Q4 FY18 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 4 periods, Q4 FY18 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. 4 periods, Q4 FY19 to Q4 FY24: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $1.4B | $1.4B to $1.4B | $0.53 | $0.39 to $0.80 | 8 |
| Q4 FY26 | $1.6B | $1.6B to $1.6B | $0.81 | $0.64 to $1.12 | 7 |
| Q1 FY27 | $1.4B | $1.4B to $1.5B | $0.81 | $0.78 to $0.84 | 2 |
| Q2 FY27 | $1.6B | $1.5B to $1.6B | $1.12 | $1.07 to $1.16 | 2 |
| Q3 FY27 | $1.6B | $1.5B to $1.6B | $1.00 | $0.96 to $1.04 | 2 |
| Q4 FY27 | $1.8B | $1.8B to $1.9B | $1.39 | $1.33 to $1.44 | 5 |
| Q1 FY28 | $1.7B | $1.7B to $1.8B | $1.04 | $1.00 to $1.08 | 6 |
| Q2 FY28 | $1.8B | $1.8B to $1.9B | $1.55 | $1.49 to $1.60 | 5 |
Peers
Companies in Entertainment nearest Roku's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ROKURoku | $23.5B | 67.8× | 101× | 48.7× | 4.5× | +19% | 6.8% |
| FWONKLiberty Media | $22.4B | n/m | 20.6× | 42.0× | 5.2× | +12% | 9.4% |
| FOXAFox | $27.9B | 17.3× | 13.7× | 11.2× | 1.6× | +5% | 9.8% |
| TKOTKO | $32.8B | 60.7× | 81.4× | n/m | 6.2× | +5% | 4.3% |
| WMGWarner Music | $16.1B | 17.2× | 22.8× | n/m | 2.2× | +13% | 9.2% |
| LYVLive Nation Entertainment | $40.9B | n/m | 92.2× | 149× | 1.6× | +11% | 0.5% |
| CHDNChurchill Downs | $5.8B | 14.4× | 22.6× | n/m | 2.0× | +6% | 13.8% |
| MTNVail Resorts | $5.2B | 35.4× | 32.2× | n/m | 1.8× | −4% | 5.2% |
| NXSTNexstar Media | $5.2B | 32.2× | 10.8× | n/m | 0.9× | +11% | 3.2% |
| CNKCinemark | $4.6B | 21.9× | 17.1× | n/m | 1.4× | +5% | 6.4% |
| RSIRush Street Interactive | $3.7B | 61.2× | 95.1× | n/m | 2.7× | +34% | 2.3% |
| Peer median | $11B | 27.0× | 22.7× | 42.0× | 1.9× | +8% | 5.8% |
Investors who own it
Investors we follow who held Roku at the end of Jun 30, 2026, from their 13F filings.
- Stanley DruckenmillerDuquesne Family Office0.6% of portfoliotrimmed
- Cathie WoodARK Investment Management0.5% of portfoliotrimmed
More on Roku
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #10of 53Entertainment stocks with the fastest revenue growth
- #7of 16Communication services stocks with the fastest expected revenue growth
Its groups
About
- Industry
- Entertainment
- Sector
- Communication Services
Valuation data, not investment advice. Prices as of .