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Stocks/Communication Services/Movies & Entertainment

RokuROKU

Movies & Entertainment
Solid businessPricier than peers
$155.12−0.77%After hours: $155.09 (−0.02%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 57.3% over 1 year
Roku over 1 yearDaily close, $, to 30 Oct 2026
$100$125Nov2026MarMayJulSep$155.12$100NovMarJul$155.12
Source: Nasdaq daily closes
Market value$23.04B
Price to earnings66.3x
Forward P/E47.7x
Dividend yield–
Year to date+43.0%
One year+57.3%
Next earningsMon 2 Nov, after the close
SectorCommunication Services
52-week range (closes)
$82.93$160.06

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Quality and valuation

How Roku compares with other communication services stocks. A description, not a recommendation.

Roku and 4 movies & entertainment peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: pricier than most

An average business among communication services companies, priced above most of them.

Roku trades at 47.7 times the next 12 months of expected earnings, against a median of 14.8x for the 28 communication services stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +18.5% vs +10.8%
  • Keeps less of each sale (gross margin): 45.5% vs 60.9%
  • Less profitable (operating margin): 5.2% vs 18.6%
  • Turns more of its sales into cash: 13.6% vs 9.0%
ROKU trades at 47.7x forward earnings, above the sector medianForward p/e, Movies & Entertainment peers
DIS14.7xNFLX18.3xTKO38.0xSPOT39.9xROKU47.7xLYV142.3xSector median 14.8xDIS14.7xNFLX18.3xTKO38.0xSPOT39.9xROKU47.7xLYV142.3xSector median 14.8x
Source: CNBC quotes; Mostly Markets

Financials

From Roku's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 21.9% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.4bnQ2 ’26$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.4bnQ2 ’26
Source: SEC filings
Growth slowed to +21.9% last quarterRevenue growth, year on year, %
0%10%20%Q3 ’24Q1 ’25Q3 ’2521.9%Q2 ’260%10%20%Q3 ’24Q1 ’25Q3 ’2521.9%Q2 ’26
Source: SEC filings
Operating margin was 10.8% last quarterOperating income as a share of revenue, %
−5%0%5%10%Q3 ’24Q1 ’25Q3 ’2510.8%Q2 ’260%10%Q3 ’24Q1 ’25Q3 ’2510.8%Q2 ’26
Source: SEC filings
Free cash flow was $710 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$281mQ2 ’26$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$281mQ2 ’26
Source: SEC filings
Last 12 monthsROKUSector median
Revenue growth+18.5%+10.8%
Gross margin45.5%60.9%
Operating margin5.2%18.6%
Free cash flow margin13.6%9.0%
Price to earnings66.3x17.9x

Similar companies

Movies & Entertainment, by market value.

CompanyPriceTodayYTDValue
NFLXNetflix$62.08+0.05%−33.8%$255B
DISWalt Disney$110.94+0.03%−2.5%$192B
SPOTSpotify$593.44+6.50%+2.2%$122B
LYVLive Nation Entertainment$177.89+0.03%+24.8%$41.44B
TKOTKO Group Holdings$180.68+1.07%−13.6%$34.20B
SKYDSkydance$7.95+0.63%−27.6%$8.94B