Pinterest vs Roku
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The short version
- Roku is the larger business, with $4.7B of revenue in fiscal 2025 against $4.2B for Pinterest.
- Pinterest grew revenue faster (15.8%, against 15.2%).
- Pinterest kept more of each dollar of sales as operating profit (7.6% operating margin, against β0.1%).
- Pinterest turned more of its sales into free cash flow (29.7% FCF margin, against 10.1%).
- Investors pay more for each dollar of Rokuβs earnings: a P/E of 67.5x against 65.6x for Pinterest.
| Latest fiscal year | PINS Β· FY25 | ROKU Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $12.6B | $24.1B |
| Revenue | $4.2B | $4.7B |
| Free cash flow | $1.3B | $478M |
| Net income | $417M | $88.4M |
| Growth | ||
| Revenue growth | 15.8% | 15.2% |
| 5-year growth | 20.1% | 21.7% |
| Share count change | β1.5% | 4.3% |
| Profitability | ||
| Gross margin | 80.1% | 43.8% |
| Operating margin | 7.6% | β0.1% |
| Net margin | 9.9% | 1.9% |
| FCF margin | 29.7% | 10.1% |
| Return on capital | 13.2% | β |
| Return on equity | 8.8% | 3.4% |
| Balance sheet | ||
| Net debt | β$2.5B | β$2.3B |
| Net debt / EBITDA | β7.2x | β58.0x |
| Dividends and buybacks | $927M | $150M |
| Valuation & quality | ||
| P/E | 65.6x | 67.5x |
| Piotroski F-score | 5 | 6 |
Revenue
FY16
PINS β
ROKU $399M
FY17
PINS $473M
ROKU $513M
FY18
PINS $756M
ROKU $743M
FY19
PINS $1.1B
ROKU $1.1B
FY20
PINS $1.7B
ROKU $1.8B
FY21
PINS $2.6B
ROKU $2.8B
FY22
PINS $2.8B
ROKU $3.1B
FY23
PINS $3.1B
ROKU $3.5B
FY24
PINS $3.6B
ROKU $4.1B
FY25
PINS $4.2B
ROKU $4.7B
PINS
ROKU
Operating margin
FY16
PINS β
ROKU β10.9%
FY17
PINS β29.2%
ROKU β3.8%
FY18
PINS β9.9%
ROKU β1.8%
FY19
PINS β121.5%
ROKU β5.8%
FY20
PINS β8.4%
ROKU β1.1%
FY21
PINS 12.7%
ROKU 8.5%
FY22
PINS β3.6%
ROKU β17.0%
FY23
PINS β4.1%
ROKU β22.7%
FY24
PINS 4.9%
ROKU β5.3%
FY25
PINS 7.6%
ROKU β0.1%
PINS
ROKU
Free cash flow
FY16
PINS β
ROKU β$41.1M
FY17
PINS β$144M
ROKU $28.1M
FY18
PINS β$82.6M
ROKU β$4.4M
FY19
PINS β$33.1M
ROKU β$63.5M
FY20
PINS $11.4M
ROKU $65.8M
FY21
PINS $744M
ROKU $188M
FY22
PINS $440M
ROKU β$150M
FY23
PINS $605M
ROKU $173M
FY24
PINS $940M
ROKU $213M
FY25
PINS $1.3B
ROKU $478M
PINS
ROKU
Return on capital
FY16
PINS β
ROKU β
FY17
PINS β
ROKU β
FY18
PINS β
ROKU β
FY19
PINS β
ROKU β31.2%
FY20
PINS β28.4%
ROKU β5.2%
FY21
PINS 61.8%
ROKU 45.2%
FY22
PINS β14.1%
ROKU β56.9%
FY23
PINS β17.1%
ROKU β117.6%
FY24
PINS 12.8%
ROKU β
FY25
PINS 13.2%
ROKU β
PINS
ROKU
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.