CoverageForm 410-K10-Q8-K13D13G13F

ROKU · Roku, Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · ROKU

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$4.74B$4.11B$3.48B$3.13B$2.76B$1.78B
Cost of Revenue$2.66B$2.31B$1.96B$1.69B$1.36B$970.17M
Gross Profit$2.07B$1.81B$1.52B$1.44B$1.41B$808.22M
R&D$729.48M$720.14M$878.47M$788.91M$461.60M$355.78M
SG&A$386.22M$370.95M$403.16M$344.68M$256.30M$173.23M
Total Operating Expenses$2.08B$2.02B$2.31B$1.97B$1.17B$828.47M
D&A$45.60M$48.50M$53.30M$31.00M$25.40M$21.70M
Operating Income($5.62M)($218.17M)($792.38M)($530.89M)$235.10M($20.25M)
Interest Expense$1.91M$411.0K----
Income Tax$5.54M$9.43M$10.13M$5.72M($5.80M)($945.0K)
Net Income$88.36M($129.39M)($709.56M)($498.00M)$242.38M($17.51M)
EPS - Basic$0.60($0.89)($5.01)($3.62)($0.14)-
EPS - Diluted$0.59($0.89)($5.01)($3.62)($0.14)-

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$1.59B$2.16B$2.03B$1.96B$2.15B$1.09B
Accounts Receivable$879.87M$812.51M$816.34M$760.79M$752.39M$523.85M
Inventory$114.64M$158.27M$92.13M$106.75M$50.28M$53.90M
Accounts Payable$158.64M$273.99M$385.33M$164.80M$124.92M$112.31M
Current Assets$3.40B$3.23B$3.07B$2.96B$3.05B$1.70B
Total Assets$4.43B$4.30B$4.26B$4.41B$4.08B$2.27B
Current Liabilities$1.24B$1.23B$1.28B$1.08B$729.62M$520.32M
Long-term Debt---$0$79.98M$89.87M
Total Liabilities$1.78B$1.81B$1.94B$1.77B$1.32B$942.53M
Stockholders' Equity$2.66B$2.49B$2.33B$2.65B$2.77B$1.33B
Retained Earnings($1.49B)($1.43B)($1.30B)($588.03M)($90.02M)($332.41M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$483.72M$218.04M$255.86M$11.79M$228.08M$148.19M
Investing Cash Flow($782.37M)($25.06M)($92.62M)($201.70M)($176.82M)($81.32M)
Financing Cash Flow($280.10M)($89.20M)($61.24M)$8.36M$1.00B$509.05M
CapEx$5.28M$5.06M$82.62M$161.70M$40.04M$82.38M
Free Cash Flow$478.44M$212.98M$173.24M($149.90M)$188.04M$65.81M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin43.8%43.9%43.7%46.1%51.0%45.4%
Operating margin-0.1%-5.3%-22.7%-17.0%8.5%-1.1%
EBITDA margin0.8%-4.1%-21.2%-16.0%9.4%0.1%
Net margin1.9%-3.1%-20.4%-15.9%8.8%-1.0%
Free cash flow margin10.1%5.2%5.0%-4.8%6.8%3.7%
FCF / Net income5.41-1.65-0.240.300.78-3.76
R&D / Revenue15.4%17.5%25.2%25.2%16.7%20.0%
SG&A / Revenue8.2%9.0%11.6%11.0%9.3%9.7%
Effective tax rate5.9%----2.5%-
Return on assets2.0%-3.0%-16.6%-11.3%5.9%-0.8%
Return on equity3.3%-5.2%-30.5%-18.8%8.8%-1.3%
Return on invested capital----15.8%8.3%-1.1%
Liquidity
Current ratio2.752.622.412.744.193.26
Quick ratio2.662.502.342.644.123.16
Cash ratio1.281.751.591.812.942.10
Leverage
Debt / Equity---0.000.030.07
Debt / Assets---0.000.020.04
Debt / EBITDA----0.3162.11
Interest coverage-3.0x-530.8x----
Equity multiplier1.671.731.831.671.481.71
Liabilities / Assets0.400.420.450.400.320.42
Efficiency
Asset turnover1.070.960.820.710.680.78
Inventory turnover23.2314.5821.3015.7926.9718.00
Days sales outstanding68d72d86d89d99d108d
Days inventory outstanding16d25d17d23d14d20d
Days payable outstanding22d43d72d36d34d42d
Cash conversion cycle62d54d31d76d79d86d
Valuation
P / E183.9x-----
P / B6.2x4.3x5.6x2.1x10.2x-
P / S3.5x2.6x3.7x1.8x10.2x-
EV / EBITDA369.9x---100.7x-
Growth
Revenue growth (YoY)15.2%18.0%11.5%13.1%55.5%57.5%
Revenue CAGR (3y)14.9%14.2%25.1%40.4%90.7%64.6%
Revenue CAGR (5y)21.6%29.5%54.3%51.0%--
Gross profit growth (YoY)14.9%18.6%5.7%2.3%74.3%63.2%
Operating income growth (YoY)97.4%72.5%-49.3%--68.9%
Net income growth (YoY)-81.8%-42.5%--70.8%
EPS growth (YoY)-82.2%-38.4%-2485.7%--
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)124.6%22.9%--185.7%-
FCF CAGR (5y)48.7%-----
Book value growth (YoY)6.6%7.2%-12.1%-4.3%108.3%90.1%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$4.74B total
Service$4.14B · 87.5%
Product$592.37M · 12.5%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

1.76
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

6/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Cable & Other Pay Television Services

CompanyRevenue (last FY)Net marginROE
CHTR$54.77B9.1%31.1%
CMCSA$123.71B16.2%20.6%
LBTY$4.88B-146.3%-73.3%
WBD$37.30B1.9%2.0%
LILA---110.0%

Comparing ROKU against the 5 most active filers in the same SIC group.