Roku vs TKO Group
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KIRAβs take AI analyst
I put Roku and TKO Group side by side, using each oneβs latest annual report. Here is what stands out:
- Roku is the larger business, with $4.7B of revenue in fiscal 2025 against $4.7B for TKO Group.
- Roku grew revenue faster (15.2%, against β3.1%).
- TKO Group kept more of each dollar of sales as operating profit (17.6% operating margin, against β0.1%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Roku
ROKU
4/7
Revenue growthPiotroski F-scoreNet debt / EBITDAShare count change
TKO Group
TKO
3/7
Operating marginNet marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | ROKU FY25 | TKO FY25 |
|---|---|---|
| Size | ||
| Market cap | $23.9B | $13.0B |
| Revenue | $4.7B | $4.7B |
| Free cash flow | $478M | β |
| Net income | $88.4M | $195M |
| Growth | ||
| Revenue growth | 15.2% | β3.1% |
| 5-year growth | 21.7% | β |
| Share count change | 4.3% | 12.9% |
| Profitability | ||
| Gross margin | 43.8% | β |
| Operating margin | β0.1% | 17.6% |
| Net margin | 1.9% | 4.1% |
| FCF margin | 10.1% | β |
| Return on capital | β | 5.9% |
| Return on equity | 3.4% | 5.0% |
| Balance sheet | ||
| Net debt | β$2.3B | $3.2B |
| Net debt / EBITDA | β58.0x | 2.4x |
| Dividends and buybacks | $150M | $1.1B |
| Valuation & quality | ||
| P/E | 66.9x | β |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.