Roku vs TKO Group
Add, change or remove companies; up to four.
The short version
- 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%).
| Latest fiscal year | ROKU Β· FY25 | TKO Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $24.1B | $13.1B |
| 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 | 67.5x | β |
| Piotroski F-score | 6 | 5 |
Revenue
FY16
ROKU $399M
TKO β
FY17
ROKU $513M
TKO β
FY18
ROKU $743M
TKO β
FY19
ROKU $1.1B
TKO β
FY20
ROKU $1.8B
TKO β
FY21
ROKU $2.8B
TKO $1.0B
FY22
ROKU $3.1B
TKO $1.1B
FY23
ROKU $3.5B
TKO $3.2B
FY24
ROKU $4.1B
TKO $4.9B
FY25
ROKU $4.7B
TKO $4.7B
ROKU
TKO
Operating margin
FY16
ROKU β10.9%
TKO β
FY17
ROKU β3.8%
TKO β
FY18
ROKU β1.8%
TKO β
FY19
ROKU β5.8%
TKO β
FY20
ROKU β1.1%
TKO β
FY21
ROKU 8.5%
TKO 37.9%
FY22
ROKU β17.0%
TKO 47.8%
FY23
ROKU β22.7%
TKO 11.7%
FY24
ROKU β5.3%
TKO 0.6%
FY25
ROKU β0.1%
TKO 17.6%
ROKU
TKO
Free cash flow
FY16
ROKU β$41.1M
TKO β
FY17
ROKU $28.1M
TKO β
FY18
ROKU β$4.4M
TKO β
FY19
ROKU β$63.5M
TKO β
FY20
ROKU $65.8M
TKO β
FY21
ROKU $188M
TKO β
FY22
ROKU β$150M
TKO β
FY23
ROKU $173M
TKO β
FY24
ROKU $213M
TKO β
FY25
ROKU $478M
TKO β
ROKU
TKO
Return on capital
FY16
ROKU β
TKO β
FY17
ROKU β
TKO β
FY18
ROKU β
TKO β
FY19
ROKU β31.2%
TKO β
FY20
ROKU β5.2%
TKO β
FY21
ROKU 45.2%
TKO β
FY22
ROKU β56.9%
TKO β
FY23
ROKU β117.6%
TKO 3.4%
FY24
ROKU β
TKO 0.2%
FY25
ROKU β
TKO 5.9%
ROKU
TKO
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.