# Roku, Inc. Class A Common Stock (ROKU) — Stock CV

Roku, Inc. is a $22.7B communication services company. Revenue grew 18.5% over the last year, and it keeps 7¢ of every dollar of sales as profit. It trades at 63.9× earnings — in the cheapest third of its own history.

> Roku enables consumers to stream television programming. Roku facilitated 145 billion streaming hours in 2025 and reached more than half of US broadband households.

## Identity

- **Ticker**: ROKU
- **Sector**: Communication Services
- **Industry**: Cable & Other Pay Television Services
- **Headquarters**: SAN JOSE, CA
- **Employees**: 3 600
- **Website**: https://www.roku.com
- **Market cap**: $22.7B
- **Last price**: $152.85
- **Financial profile**: Strong

## Vitals (TTM)

- **Revenue**: $5.21B
- **Net income**: $355M
- **Free cash flow**: $710M
- **P/E**: 63.9
- **Revenue growth (YoY)**: 18.5%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 57 |
| Growth | 45 |
| Profitability | 55 |
| Health | 50 |
| Quality | 84 |
| Moat | 30 |

## Qualifications (beginner checklist) — 8 of 10 passed

- [x] Revenue growing — +18.5% YoY
- [x] Profitable — $355M TTM
- [x] Profit growing — +168.3% YoY
- [x] Generates cash — $710M TTM
- [x] Debt under control — current ratio 2.87
- [x] Established company — $22.7B market cap
- [x] Not printing shares — +6.5% shares over ~5y
- [ ] Proven track record — 2/9 profitable years
- [x] Financially stable — Altman Z 8.8 — safe
- [ ] Valuation not extreme — P/E 63.9

## Experience (career milestones)

- **2025** — Roku announced the launch of the Roku Data Cloud, a service that provided marketers with detailed…
- **2024** — Roku launched "Roku Ads Manager", a self-serve ad platform, claiming that the platform was a way…
- **2023** — Later, in November 2023, Roku announced a partnership with app monetization platform Unity to assist…
- **FY2021** — Turned profitable: $242M net income after a loss year
- **FY2021** — Best year on record: $242M net income
- **2020** — Roku had launched in Brazil and had a limited footprint in Ireland, according to Variety
- **FY2019** — Revenue crossed $1B: $1.13B for the year
- **2019** — Roku announced its acquisition of dataxu video advertising platform, for $150 million in cash and…
- **2017** — The company has been listed on the Nasdaq Global Select Market since 2017
- **2017** — Roku also launched its self-serving advertising product to allow advertisers to serve ads to Roku's users
- **2015** — The company launched its products in Australia, France and Mexico
- **2008** — Roku launched the first connected TV device to stream Netflix in May 2008
- **2002** — Roku Inc. was founded in 2002 by Anthony Wood and in its initial years, Roku focused on making high-definition video…

## Strengths

- High gross margin (45.5%)
- Revenue growing 18.5% year over year
- High returns on invested capital (ROIC 25.9%)
- Piotroski F-Score 7/9 — fundamentally strong checklist
- Altman Z-Score 8.84 — low bankruptcy-risk zone

## Watch-outs

- Thin interest coverage (-93.7×)
- Loss-making in 7 of the recent years

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $2.76B | $242M | $188M |
| FY2022 | $3.13B | -$498M | -$150M |
| FY2023 | $3.48B | -$710M | $173M |
| FY2024 | $4.11B | -$129M | $213M |
| FY2025 | $4.74B | $88.4M | $478M |

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Source: https://stockcv.com/ROKU — derived from company filings; may be delayed or incomplete. Information, not investment advice.