Added to YB: 2026-02-19
Pitch date: 2026-02-17
ROKU [neutral]
Roku, Inc.
+0.19%
current return
Author Info
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
$89.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.55
P/E
152.64
EV/Sales
2.42
Sector
Entertainment
Category
growth
A Primer on ROKU
ROKU (overview): Leading US TV streaming OS (90M households, 145.6B streaming hrs) cracking profitability code. Howdy ($2.99/mo SVOD) + bundling strategy boosts ARPU & reduces churn. Ad revenue volatility cushioned by subscription growth (valued 6-8x vs ads 3-4x). Opening ad inventory to Trade Desk/Amazon DSP maximizes yield. Neutral positioning vs Amazon/Google ecosystems. Strong Q4 seasonality. Risks: privacy regs, competition, tariffs.
Read full article (6 min)