Communication Services
Roku, Inc.(ROKU)
Live Price
Offline$138.07
+0.57% today
1Y Change
+70.48%
Window
Jun 20, 2025 โ Jun 18, 2026
- Market Cap
- $18.25B
- Revenue Growth
- +15.2%
- EPS Growth
- +167.4%
- Dividend Yield
- 0.0%
Coverage: 250 bars ยท Jun 20, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Roku, Inc. (ROKU) is a Communication Services stock with a market cap of $18.25B and listed on NASDAQ. The stock last traded around $138.07 and up 70.5% across the available one-year price window (Jun 20, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +15.2%, EPS growth of +167.4%, a dividend yield of 0.0%. What stands out right now is revenue +15.2%, EPS +167.4%, free cash flow +124.6% with operating margin 2.1% and ROIC 2.9%. Valuation already assumes a fairly strong business story at P/E 90.5 and price/sales 3.7. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines ROKU price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Communication Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+15.2% vs +5.5% peer median
Operating Margin
Near sector median
+2.1% vs +3.6% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Apr 30, 2026 with an EPS surprise of +72.6% and a revenue surprise of +3.7%.
The operating story is still moving forward
Revenue is running at +15.2% and EPS at +167.4%, with operating margin around 2.1%.
The next real check-in already has a date
The next earnings event is scheduled for Jul 30, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +7.0% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 30, 2026 | +72.6% | +6.0% | +8.7% | +11.7% |
2026 Feb 12, 2026 | +89.3% | +8.6% | +7.4% | +10.5% |
2025 Oct 30, 2025 | +128.6% | +6.1% | +4.8% | -3.2% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
ROKU
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
ROKU Max Drawdown
-27.69%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ROKU and SPY.
Company Overview
Roku, Inc.
NASDAQ Global Select
Roku, Inc., together with its subsidiaries, operates a TV streaming platform. The company operates in two segments, Platform and Player. Its platform allows users to discover and access various movies and TV episodes, as well as live TV, news sports, shows, and others. As of December 31, 2021, the company had 60.1 million active accounts. It also provides digital and video advertising, content distribution, subscription, and billing services, as well as other commerce transactions, and brand sponsorship and promotions; and manufactures, sells, and licenses smart TVs under the Roku TV name. In addition, the company offers streaming players, and audio products and accessories under the Roku brand name; and sells branded channel buttons on remote controls of streaming devices. It provides its products and services through retailers and distributors, as well as directly to customers through its website in the United States, Canada, the United Kingdom, France, Mexico, Brazil, Chile, Peru, North and South Americas, and Europe. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.
- Leadership
- Anthony J. Wood
- IPO Date
- Sep 28, 2017
- Employees
- 3.3k
- Street Address
- 1155 Coleman Avenue
- Mailing
- San Jose, CA, 95110
- Region
- San Jose, CA, US
- Reporting Currency
- USD
- Investor Line
- 408 556 9040
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 90.5
- EV/EBITDA
- 47.8
- Price/Sales
- 3.7
- Price/Book
- 6.8
Growth
- Revenue
- +15.2%
- EPS
- +167.4%
- Free Cash Flow
- +124.6%
Profitability
- Gross Margin
- 44.2%
- Operating Margin
- 2.1%
- Net Margin
- 4.1%
- ROE
- 7.6%
- ROIC
- 2.9%
Balance Sheet
- Debt/Equity
- 0.15
- Current Ratio
- 2.91
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.