PINS · Interactive Home Entertainment
$22.32
2.7%Roku
ROKU · Movies & Entertainment
$158.58
0.9%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 −0.1% operating margin).
- Pinterest turned more of its sales into free cash flow (29.7% FCF margin, against 10.1% FCF margin).
- Investors pay more for each dollar of Roku’s earnings: a P/E of 67.5x against 65.7x for Pinterest.
| Latest fiscal year | PINS · FY25 | ROKU · 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 | −1.5% | 4.3% |
| Profitability | ||
| Gross margin | 80.1% | 43.8% |
| Operating margin | 7.6% | −0.1% |
| Net margin | 9.9% | 1.9% |
| FCF margin | 29.7% | 10.1% |
| Return on capital | 13.2% | — |
| Return on equity | 8.8% | 3.4% |
| Balance sheet | ||
| Net debt | −$2.5B | −$2.3B |
| Net debt / EBITDA | −7.2x | −58.0x |
| Dividends and buybacks | $927M | $150M |
| Valuation & quality | ||
| P/E | 65.7x | 67.5x |
| Piotroski F-score | 5 | 6 |
FY16
PINS —
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
FY16
PINS —
ROKU −10.9%
FY17
PINS −29.2%
ROKU −3.8%
FY18
PINS −9.9%
ROKU −1.8%
FY19
PINS −121.5%
ROKU −5.8%
FY20
PINS −8.4%
ROKU −1.1%
FY21
PINS 12.7%
ROKU 8.5%
FY22
PINS −3.6%
ROKU −17.0%
FY23
PINS −4.1%
ROKU −22.7%
FY24
PINS 4.9%
ROKU −5.3%
FY25
PINS 7.6%
ROKU −0.1%
PINS
ROKU
FY16
PINS —
ROKU −$41.1M
FY17
PINS −$144M
ROKU $28.1M
FY18
PINS −$82.6M
ROKU −$4.4M
FY19
PINS −$33.1M
ROKU −$63.5M
FY20
PINS $11.4M
ROKU $65.8M
FY21
PINS $744M
ROKU $188M
FY22
PINS $440M
ROKU −$150M
FY23
PINS $605M
ROKU $173M
FY24
PINS $940M
ROKU $213M
FY25
PINS $1.3B
ROKU $478M
PINS
ROKU
FY16
PINS —
ROKU —
FY17
PINS —
ROKU —
FY18
PINS —
ROKU —
FY19
PINS —
ROKU −31.2%
FY20
PINS −28.4%
ROKU −5.2%
FY21
PINS 61.8%
ROKU 45.2%
FY22
PINS −14.1%
ROKU −56.9%
FY23
PINS −17.1%
ROKU −117.6%
FY24
PINS 12.8%
ROKU —
FY25
PINS 13.2%
ROKU —
PINS
ROKU
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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.