NCSM vs. ROKU
NCSM (NCS Multistage Holdings, Inc.) and ROKU (Roku, Inc.) are both stocks. NCSM operates in Oil & Gas Equipment & Services (Energy), while ROKU operates in Entertainment (Communication Services). Over the past 5 years, NCSM returned 9.96%/yr vs -20.44%/yr for ROKU. At a 0.10 correlation, their price movements are largely independent.
Performance
NCSM vs. ROKU - Performance Comparison
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Returns By Period
In the year-to-date period, NCSM achieves a 22.11% return, which is significantly lower than ROKU's 24.49% return.
NCSM
- 1D
- -1.71%
- 1M
- 9.02%
- YTD
- 22.11%
- 6M
- 22.63%
- 1Y
- 50.64%
- 3Y*
- 40.87%
- 5Y*
- 9.96%
- 10Y*
- —
ROKU
- 1D
- -0.11%
- 1M
- 7.57%
- YTD
- 24.49%
- 6M
- 22.39%
- 1Y
- 66.94%
- 3Y*
- 29.24%
- 5Y*
- -20.44%
- 10Y*
- —
NCSM vs. ROKU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NCSM NCS Multistage Holdings, Inc. | 22.11% | 52.12% | 45.43% | -28.60% | -13.76% | 28.79% | -46.40% | -58.74% | -65.47% | -40.03% |
ROKU Roku, Inc. | 24.49% | 45.94% | -18.90% | 125.21% | -82.16% | -31.27% | 147.96% | 337.01% | -40.83% | 228.14% |
Correlation
The correlation between NCSM and ROKU is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2017 | 0.10 |
Fundamentals
NCSM:
$126.77M
ROKU:
$20.40B
NCSM:
$7.89
ROKU:
$1.34
NCSM:
6.11
ROKU:
101.12
NCSM:
0.73
ROKU:
4.10
NCSM:
1.02
ROKU:
7.64
NCSM:
$180.36M
ROKU:
$4.97B
NCSM:
$68.33M
ROKU:
$2.19B
NCSM:
$11.99M
ROKU:
$280.30M
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Return for Risk
NCSM vs. ROKU — Risk / Return Rank
NCSM
ROKU
NCSM vs. ROKU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NCS Multistage Holdings, Inc. (NCSM) and Roku, Inc. (ROKU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| NCSM | ROKU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.27 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.43 | -1.47 |
| Martin ratioReturn relative to average drawdown | 2.09 | 6.85 | -4.75 |
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Drawdowns
NCSM vs. ROKU - Drawdown Comparison
The maximum NCSM drawdown since its inception was -98.58%, which is greater than ROKU's maximum drawdown of -91.91%. Use the drawdown chart below to compare losses from any high point for NCSM and ROKU.
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Drawdown Indicators
| NCSM | ROKU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.58% | -91.91% | -6.67% |
Max Drawdown (1Y)Largest decline over 1 year | -53.25% | -27.69% | -25.56% |
Max Drawdown (3Y)Largest decline over 3 years | -53.25% | -51.65% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -78.56% | -91.91% | +13.35% |
Current DrawdownCurrent decline from peak | -91.08% | -71.83% | -19.25% |
Average DrawdownAverage peak-to-trough decline | -83.22% | -52.88% | -30.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.27% | 9.81% | +14.46% |
Volatility
NCSM vs. ROKU - Volatility Comparison
NCS Multistage Holdings, Inc. (NCSM) has a higher volatility of 24.03% compared to Roku, Inc. (ROKU) at 20.88%. This indicates that NCSM's price experiences larger fluctuations and is considered to be riskier than ROKU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NCSM | ROKU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.03% | 20.88% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 61.16% | 35.70% | +25.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 75.46% | 47.56% | +27.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.35% | 67.01% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 77.90% | 75.35% | +2.55% |
Dividends
NCSM vs. ROKU - Dividend Comparison
Neither NCSM nor ROKU has paid dividends to shareholders.
Financials
NCSM vs. ROKU - Financials Comparison
This section allows you to compare key financial metrics between NCS Multistage Holdings, Inc. and Roku, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
NCSM vs. ROKU - Profitability Comparison
NCSM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NCS Multistage Holdings, Inc. reported a gross profit of 18.17M and revenue of 45.64M. Therefore, the gross margin over that period was 39.8%.
ROKU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Roku, Inc. reported a gross profit of 564.94M and revenue of 1.25B. Therefore, the gross margin over that period was 45.2%.
NCSM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NCS Multistage Holdings, Inc. reported an operating income of 848.00K and revenue of 45.64M, resulting in an operating margin of 1.9%.
ROKU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Roku, Inc. reported an operating income of 51.77M and revenue of 1.25B, resulting in an operating margin of 4.2%.
NCSM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NCS Multistage Holdings, Inc. reported a net income of 1.74M and revenue of 45.64M, resulting in a net margin of 3.8%.
ROKU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Roku, Inc. reported a net income of 85.70M and revenue of 1.25B, resulting in a net margin of 6.9%.
Frequently Asked Questions
NCSM and ROKU have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NCSM has higher volatility (24.03%) compared to ROKU (20.88%). In terms of maximum drawdown, NCSM dropped -98.58% vs ROKU's -91.91%.
ROKU currently has the higher Sharpe Ratio (1.41 vs 0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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