Roku Inc. (ROKU)
Communications · NASDAQ · US
Price as at 1 Oct 2026, 01:23 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Roku Inc. trades at $152.28, which is 63% above the $56.28 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 55 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 104.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
ROKU earnings and analyst estimates
Recommendation mix, 26 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Roku Inc.
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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
Super investor ownership
16 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Israel Englander, MILLENNIUM MANAGEMENT LLC$260.21M · 0.1% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$254.57M · 0.1% of book
- Ken Griffin, CITADEL ADVISORS LLC$251.69M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$196.75M · 0.3% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$142.84M · 0.1% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in ROKU
We hold 7 disclosed trades in ROKU by members of Congress and executive-branch officials. The latest 5:
- Daniel Goldman · HouseBuy · $15,001 - $50,000 · traded 10 Apr 2023 · disclosed 19 May 2023
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 11 Dec 2020 · disclosed 11 Jan 2021
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 10 Nov 2020 · disclosed 15 Dec 2020
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 9 Oct 2020 · disclosed 5 Nov 2020
- Gilbert Cisneros · HouseBuy · $15,001 - $50,000 · traded 29 Jan 2020 · disclosed 18 Feb 2020
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
ROKU peers
The largest companies in the same industry, then in the same sector.
- GOOGL Alphabet Inc.
- META Meta Platforms, Inc.
- 0700.HK Tencent Holdings
- NFLX Netflix, Inc.
- TEL.OL Telenor
- 9984.T SoftBank Group
- 0941.HK China Mobile
- TMUS T-Mobile US
Every communications company we cover is on the Communications hub.
Common questions
Is Roku Inc. (ROKU) undervalued?
Against our fair value estimate of $56.28, ROKU at $152.28 is 63% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own ROKU?
16 of the institutions we track reported a position in ROKU in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is ROKU's P/E ratio?
ROKU trades at 104.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its ROKU data?
Fundamentals for ROKU come from company filings and exchange data, as listed on NASDAQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 01:23 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for ROKU, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.