- ISIN
- US77543R1023
- CUSIP
- 77543R102
- Sector
- Communication Services
- Industry
- Entertainment
- IPO Date
- Sep 28, 2017
Highlights
- Market Cap
- $20.42B
- Enterprise Value
- $19.18B
- EPS (TTM)
- $1.34
- PE Ratio
- 101.23
- Total Revenue (TTM)
- $4.97B
- Gross Profit (TTM)
- $2.19B
- EBITDA (TTM)
- $280.30M
- Year Range
- $78.53 - $148.88
- Target Price
- $131.87
- ROA (TTM)
- 4.63%
- ROE (TTM)
- 7.54%
Share Price Chart
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Performance
ROKU Performance Chart
Roku, Inc. (ROKU) is up 24.6% since the beginning of the year. At $135 per share, ROKU is trading 9.2% below its 52-week high of $149. Investors who bought $1,000 worth of ROKU shares 5 years ago would now be looking at an investment worth $321.
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Returns By Period
Roku, Inc. (ROKU) has returned 24.62% so far this year and 66.93% over the past 12 months.
Roku, Inc.
- 1D
- -2.08%
- 1M
- 7.69%
- YTD
- 24.62%
- 6M
- 23.13%
- 1Y
- 66.93%
- 3Y*
- 29.28%
- 5Y*
- -20.35%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ROKU Monthly Returns History
Based on dividend-adjusted daily data since Sep 28, 2017, ROKU's average daily return is +0.21%, while the average monthly return is +4.46%. At this rate, an investment would double in approximately 1.3 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2017 with a return of +115.4%, while the worst month was Sep 2019 at -32.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, ROKU closed higher 50% of trading days. The best single day was Nov 9, 2017 with a return of +54.9%, while the worst single day was Feb 16, 2024 at -23.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -12.25% | 3.37% | -3.85% | 23.19% | 11.68% | 3.86% | 24.62% | ||||||
| 2025 | 11.33% | 0.91% | -15.65% | -3.21% | 6.28% | 21.29% | 7.13% | 2.55% | 3.70% | 5.99% | -8.80% | 12.09% | 45.94% |
| 2024 | -3.93% | -28.25% | 3.15% | -11.52% | -0.45% | 4.41% | -2.87% | 16.42% | 10.17% | -14.17% | 7.72% | 7.69% | -18.90% |
| 2023 | 41.28% | 12.50% | 1.75% | -14.60% | 3.54% | 9.90% | 50.52% | -15.65% | -13.07% | -15.61% | 74.92% | -12.03% | 125.21% |
| 2022 | -28.11% | -14.95% | -10.22% | -25.84% | 2.15% | -13.45% | -20.23% | 3.79% | -17.06% | -1.52% | 6.90% | -31.45% | -82.16% |
| 2021 | 17.17% | 1.66% | -17.63% | 5.28% | 1.09% | 32.46% | -6.74% | -17.72% | -11.08% | -2.70% | -25.35% | 0.26% | -31.27% |
Benchmark Metrics
Roku, Inc. has an annualized alpha of 34.33%, beta of 1.57, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since September 28, 2017.
- This stock captured 230.01% of S&P 500 Index gains and 149.75% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 34.33%
- Beta
- 1.57
- R²
- 0.16
- Upside Capture
- 230.01%
- Downside Capture
- 149.75%
Return for Risk
Risk / Return Rank
ROKU ranks 79 for risk / return — better than 79% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Roku, Inc. (ROKU) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ROKU | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.43 | 2.78 | -0.35 |
| Martin ratioReturn relative to average drawdown | 6.85 | 12.44 | -5.59 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Roku, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Roku, Inc. was 91.91%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Roku, Inc. drawdown is 71.80%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -91.91%Dec 2022 | 1y 5mo | — | 4y 11moJul 2021 - now |
Rate-hike selloffLate 2018 | -64.47%Dec 2018 | 2mo 23d | 4mo 16d | 7mo 9dOct 2018 - May 2019 |
COVID crash2020 | -62.42%Mar 2020 | 6mo 9d | 5mo 15d | 11mo 24dSep 2019 - Aug 2020 |
2018 bear market2018 | -46.47%Apr 2018 | 3mo 14d | 4mo 8d | 7mo 22dDec 2017 - Aug 2018 |
2021 bear market2021 | -39.50%May 2021 | 2mo 18d | 2mo 18d | 5mo 6dFeb 2021 - Jul 2021 |
Drawdown Indicators
| ROKU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.91% | -56.78% | -35.13% |
Max Drawdown (1Y)Largest decline over 1 year | -27.69% | -9.10% | -18.59% |
Max Drawdown (3Y)Largest decline over 3 years | -51.65% | -18.90% | -32.75% |
Max Drawdown (5Y)Largest decline over 5 years | -91.91% | -25.43% | -66.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -71.80% | -1.80% | -70.00% |
Average DrawdownAverage peak-to-trough decline | -52.87% | -10.71% | -42.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.80% | 2.03% | +7.77% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Roku, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Roku, Inc. is priced in the market compared to other companies in the Entertainment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for ROKU, comparing it with other companies in the Entertainment industry. Currently, ROKU has a P/E ratio of 101.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ROKU relative to other companies in the Entertainment industry. Currently, ROKU has a P/S ratio of 4.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ROKU in comparison with other companies in the Entertainment industry. Currently, ROKU has a P/B value of 7.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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