Pinterest vs Roku
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KIRAβs take AI analyst
I put Pinterest and Roku 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 $4.2B 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 66.9x against 62.4x for Pinterest.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
PINS
7/10
Revenue growthGross marginOperating marginNet marginFCF marginReturn on equityShare count change
Roku
ROKU
3/10
5-year growthPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | PINS FY25 | ROKU FY25 |
|---|---|---|
| Size | ||
| Market cap | $12.0B | $23.9B |
| 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 | 62.4x | 66.9x |
| Piotroski F-score | 5 | 6 |
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.