Added to YB: 2025-05-26
Pitch date: 2025-05-23
ROKU [neutral]
Roku, Inc.
+27.81%
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
$70.11
Price Target
76.00 (-15%)
Dividend
N/A
EV/EBITDA
32.55
P/E
152.64
EV/Sales
2.42
Sector
Entertainment
Category
growth
Deep dive into Roku ($ROKU)
ROKU (overview): Streaming platform with 90M+ users, leading NA market share vs Amazon/Google/Apple. Rev growth slowing (10%) but steady. 85% platform rev at 54% margin, 15% hardware at -15% margin. Not yet profitable but DCF value $62/share. $1.7B cash, $10B current market cap. Potential telecom acquisition target.
Read full article (5 min)