Market Dominance | Maintaining leadership across major retailers while capturing 46% of U.S. streaming hours, Roku demonstrates resilience despite intensifying competition from Fire TV and Vizio |
Amazon Partnership Impact | The exclusive Amazon DSP integration delivers unique audience matching capabilities, potentially generating substantial high-margin revenue with significant EBITDA contribution |
Analyst Consensus | Average price target stands at $140 across major firms, with upgrades reflecting confidence in profitability expansion and strategic partnerships |
Platform Revenue Surge | Roku targets platform revenue growth exceeding 20% in 2026, driven by Amazon DSP integration, political advertising, and enhanced monetization strategies |
Metrics to compare | ROKU | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipROKUPeersSector | |
|---|---|---|---|---|
P/E Ratio | 101.2x | 8.2x | 7.0x | |
PEG Ratio | 0.36 | 0.06 | 0.01 | |
Price / Book | 7.6x | 2.1x | 1.8x | |
Price / LTM Sales | 4.1x | 1.5x | 1.3x | |
Upside (Analyst Target) | 15.9% | 43.9% | 34.1% | |
Fair Value Upside | Unlock | 18.3% | 18.9% | Unlock |
Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others, as well as offers digital advertising services. The company also sells streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.