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Roku, Inc. (ROKU)

POSITIVE
Communication ServicesEntertainmentUnited States

Fundamental

69

Kurs

$159.30

Marktkapitalisierung

$23.48B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Roku makes the software that runs television sets and streaming players, then earns from what happens after the screen turns on. It licenses its Roku OS to TV manufacturers and sells its own branded players and TVs, largely at cost, to get into as many living rooms as possible. Once installed, its home screen sells advertising, promotes subscription services, and runs its own free channel. The hardware is the doorway; the software layer and the audience behind it are the business.

Wie das Geld verdient wird

Revenue splits into two reportable segments. Platform revenue — advertising and subscriptions — is the business: Roku sells ad slots on its home screen and inside its own channel, takes a cut of third-party subscription services sold through its platform, and earns fees from content partners for placement and distribution deals. Devices revenue comes from selling streaming players and TVs, priced to maximize the number of active accounts rather than hardware profit. Platform revenue carries far higher margins and now generates the large majority of both revenue and gross profit.

Umsatz nach Segment

Platform87.5%

Advertising on Roku's home screen and channel, subscription revenue share, and fees from content partners — the profitable core of the business.

Devices12.5%

Streaming players, Roku-branded TVs and accessories, sold near cost to expand the installed base that Platform revenue depends on.

Wettbewerbsvorteil

Netzwerkeffekte · Schmal

Roku's home screen is the largest streaming audience in North America, which is what draws advertisers and gets content partners to negotiate distribution deals on Roku's terms. But the same logic works against it: smart-TV makers, Amazon and Google are building their own operating systems and ad businesses, and a TV buyer only needs one platform, so the advantage erodes each time a rival wins a living room.

Was die Nachfrage antreibt

Zyklisch

Roku's largest revenue line is advertising, which tracks marketer budgets: it slows when brands cut spending in a downturn and recovers when they don't. Subscription and content-distribution revenue is steadier, but still exposed to how much people are willing to pay for streaming services overall. Devices revenue follows consumer electronics spending and is markedly seasonal around the November-December holidays.

Wichtigste Risiken

  • Retail channel concentration for Devices — The company discloses that Amazon, Best Buy, Walmart and Target together generated 81% of Devices segment revenue in 2025. Losing shelf space or favorable terms with any one of them would hit hardware sales directly.
  • Rivals building their own ad platforms — Smart-TV makers and large technology companies are building competing operating systems and advertising businesses, some bundled directly into the television at manufacture, reducing the audience Roku can monetize.
  • Evolving privacy and data regulation — Roku's advertising business depends on tracking viewing behavior. Tightening privacy rules across the jurisdictions where it operates could restrict the data it can use to target and measure ads, its most profitable activity.
  • Concentrated around the holiday season — A large share of Devices sales, and the new accounts that feed future Platform revenue, happen in the November-December holiday window; a weak holiday season is difficult to make up later in the year.

Die Argumente dafür

Buyers argue that Roku's home-screen reach across North America gives it a durable advantage in TV advertising and subscription distribution that hardware rivals cannot easily replicate, and that Platform margins keep expanding as ad tools and owned streaming services mature.

Die Argumente dagegen

Sellers worry that smart-TV makers and big technology platforms are building their own operating systems and ad businesses, that four retailers control most of Roku's hardware distribution, and that advertising revenue — Roku's main profit driver — is inherently exposed to marketing budget cuts.

Written by the editors, published on 18. August 2026

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Bilanz & Liquidität

Umsatz

$5.21B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$355M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$478M

Gesamtes Eigenkapital

$2.66B

Gesamtverbindlichkeiten

$1.78B

Current Ratio

2.87

Zinsdeckungsgrad

129.44

Schulden/EBITDA

11.86

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Überbewertet

Innerer Wert

$99.99

Aktueller Kurs

$159.30

Sicherheitsmarge

-59.3%

Innerer-Wert-Spanne

$65.00 - $134.99

Bewertungsmethoden

Analyst Target:$162.45
DCF:$32.19
PE-based:$110.25
Graham Growth:$38.42
EPV:$8.93
Analystenkonsens:Kaufen (17B / 18H / 0S)
Letzte Gewinnüberraschung:+97.08%

Bewertungskennzahlen

P/E-Verhältnis

67.03

ROE

3.3%

P/B-Verhältnis

8.28

P/FCF

32.94

Bruttomarge

45.5%

ROIC

6.5%

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

6.5%

WACC

15.6%

ROIC − WACC

-9.1 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamentalanalyse-Kriterien

Bestanden (18)

  • EPS shows upward trend
  • Price CAGR 13.16%
  • ROIC 6.5%
  • Gross Margin 45.5%
  • Debt/Equity ratio
  • Operating Margin 5.2%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 13.2%
  • Revenue Growth 5Y 21.6%
  • Earnings Surprise avg 84.7%
  • Earnings Quality (OCF/NI) 2.02
  • Net Margin Trend 6.8% vs -1.4%
  • Piotroski F-Score 7/9

Nicht bestanden (7)

  • P/FCF 32.94
  • P/B Ratio 8.28
  • Debt/EBITDA
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Analyst Consensus 49% Buy
  • Share Dilution 3.0%

Nicht verfügbar (2)

  • Dividend Payout NaN%
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

7/9

Starke finanzielle Gesundheit

score
criteria

Gewinnqualität

2.02

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

3.0%

Neue Aktien werden ausgegeben, Eigentum wird verwässert

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. Anthony J. WoodFounder, Chairman, President & CEO59
Mr. Dan Jedda CPACOO & CFO53
Mr. Mustafa OzgenPresident of Devices, Product & Technology57
Mr. Christopher T. Handman J.D.Senior VP & General Counsel52
Mr. Charlie CollierPresident of Roku Media47
Mr. Matthew C. BanksVP, Corporate Controller & Chief Accounting Officer47
Mr. Conrad GroddVice President of Investor Relations-
Ms. Kelli RafteryVice President of Global Communications52
Mr. Gilbert FuchsbergPresident of Subscriptions, Partnerships & Corporate Development62
Mr. Ilya AsnisSenior Vice President of Roku OS-

Prüfungsrisiko

5

Vorstandsrisiko

9

Vergütungsrisiko

10

Aktionärsrechterisiko

10

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Latest News

Recent headlines for ROKU, sourced from Markets Gazette.

  • 6/18/2026NEUTRAL
    Deal Dispatch: Yum! Brands Sells Pizza Hut, Fox Corp. Buys Roku For $22 Billion, Salesforce Acquires Fin

    Fox Corporation has agreed to acquire Roku Inc. for approximately $22 billion, a move that could significantly reshape the connected TV landscape. This acquisition positions Fox to bolster its streaming capabilities and content distribution. While the deal is substantial, its immediate impact on Roku's stock price is subject to regulatory review and market reaction to the integration plan. Investors will be closely watching for details on how Fox intends to leverage Roku's platform and user base to drive future revenue growth and synergies.

  • 6/15/2026POSITIVE
    Fox to Buy Roku at $22 Billion Value in Streaming Video Push

    Fox Corp. has agreed to acquire Roku Inc. for approximately $22 billion, including debt, in a strategic move to bolster its presence in ad-supported streaming. This combination will integrate Fox's diverse content portfolio, including its free streaming service Tubi, with Roku's extensive platform boasting over 100 million subscribers. The merged entity is poised to become the third-largest player in the U.S. television market, spanning broadcast, cable, local, and streaming segments. This acquisition is expected to significantly enhance Fox's growth trajectory by expanding into high-growth digital media verticals, offering substantial value to shareholders.

  • 6/15/2026NEGATIVE
    This Roku Analyst Is No Longer Bullish; Here Are Top 2 Downgrades For Monday

    Roku Inc. has been downgraded by Wall Street analysts, signaling a shift in sentiment from bullish to neutral or bearish. While specific reasons for the downgrade were not detailed in the provided snippet, such actions typically stem from concerns over future growth prospects, competitive pressures, or macroeconomic headwinds impacting the advertising-dependent streaming platform. Investors should monitor Roku's upcoming earnings reports and strategic announcements for further clarity on the underlying issues driving this analyst reassessment.

  • 6/12/2026POSITIVE
    Roku Said to Be in Sale Talks, Including Possible Media Tie-Up

    Roku Inc., the prominent streaming video platform, is reportedly engaged in discussions regarding a potential sale of the company. Sources familiar with the matter indicate that these talks may include a strategic media tie-up as part of the transaction. While details remain scarce, the prospect of an acquisition or merger could unlock significant shareholder value, potentially leading to a premium on the current stock price. Investors will be closely monitoring developments for any confirmation or further information on the nature and valuation of the proposed deal.

  • 2/27/2026POSITIVE
    Roku quietly rolls out a major free upgrade for users

    Markets Gazette: Roku Rolls Out Silent Yet Significant Free Upgrade. Streaming giant Roku Inc. has quietly introduced a major free upgrade for its users, a strategic move poised to potentially reinvigorate its customer base. At a time when traditional advertising struggles for originality and premium subscriptions dominate the streaming landscape, Roku's initiative stands out. Offering added value at no extra cost is a shrewd tactic to enhance user satisfaction and potentially attract new subscribers, solidifying Roku's position in the highly competitive streaming market. This upgrade could translate into increased user retention and higher engagement, crucial factors for advertising revenues and the company's overall growth. Investors should closely monitor the impact of this development on Roku's future performance.

  • 2/26/2026POSITIVE
    Say Hello to the Growth Stock That's Winning the Streaming Wars

    Roku Inc. is emerging as an undisputed leader in the "streaming wars," demonstrating remarkable growth capabilities. Its strategy as a neutral platform, effectively connecting viewers and content providers, proves successful in a highly competitive market. This approach allows it to capitalize on the increasing demand for digital entertainment, distinguishing itself from competitors who often prioritize their own content. Investors should closely monitor Roku's performance, as its unique position makes it a potentially resilient and expanding asset in the global media landscape. Success in building an inclusive ecosystem could translate into further market share gains and strengthen its valuation as a "growth stock."

via Markets Gazette