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Roku, Inc. (ROKU) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Roku, Inc.

ROKUMarket cap $23BPrice $153.8

Country🇺🇸United States

SectorTechnology

IndustryEntertainment

Makes streaming devices and the operating system powering millions of smart TVs, then sells ads and channel placements on top. More US households stream through Roku than any other platform, turning cheap hardware into a data-rich advertising machine.

In Bastion Portfolios?

52W Return+63%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+15%8

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+14%8

Rev CAGR (5y)+13%8

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+37%9

EPS Growth Y+3+46%9

Quality

Margins

EBIT Margin6%3

Net Income Margin7%4

Free Cash Flow Margin14%7

Debt

Net Debt/EBITDA-3.210

Efficiency

ROE13%6

ROA8%8

Earnings Stability44

GEAR+AVERAGE51

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)461

P/E Ratio (Forward 3y)252

P/BV8.12

EV Multiples

EV/EBITDA Fwd272

EV/EBIT Fwd551

Yield

Free Cash Flow Yield3.1%5

Dividend Yieldna–

Momentum

Short term

1 month return+1%8

3 month return+10%9

YTD return+42%9

Mid term

Price vs 52wHigh96%10

1 year return+58%9

Long term

3 year return+114%8

5 year return-52%1

Risk Shield

Price Risk

Beta2.31

Volatility41%4

Free Cash Flow

Free Cash Flow Margin14%7

Free Cash Flow Yield3.1%5

Quality

ROCE9%5

Earnings Stability44

Net Debt/EBITDA-3.210

02Growth

Is it actually growing, and how fast?

ROKURoku

Revenue FY25$4.1B

GROWTH RATING↗

STRONG80 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+37%9

EPS growth, FY28E+46%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 80% of companies worldwide.

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 15%/yr over the last 3 years and is set to keep growing around 14%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 37%/yr vs revenue 14%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG84 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return+10%9

YTD return+42%9

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+58%9

3-year return+114%8

5-year return-52%1

MOMENTUM ASSESSMENT

STRENGTHS

It's up 58% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%), over three months (+10%) and so far this year (+42%).

WATCH

Average long-term results. Multi-year returns are middling (+114% over three years and -52% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Roku. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

ROKURoku

Revenue FY25$4.1B

GROWTH RATING↗

STRONG80 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+37%9

EPS growth, FY28E+46%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 80% of companies worldwide.

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 15%/yr over the last 3 years and is set to keep growing around 14%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 37%/yr vs revenue 14%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG84 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return+10%9

YTD return+42%9

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+58%9

3-year return+114%8

5-year return-52%1

MOMENTUM ASSESSMENT

STRENGTHS

It's up 58% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%), over three months (+10%) and so far this year (+42%).

WATCH

Average long-term results. Multi-year returns are middling (+114% over three years and -52% over five), roughly average for the market.

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Roku. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community