Roku vs TKO Group
Roku and TKO Group are similar in size: $4.74bn and $4.74bn of revenue in their latest fiscal years. Roku grew faster (15.2% against -3.1%). TKO Group kept more of each dollar of sales as profit: a net margin of 4.1% against 1.9%. Roku carries less debt relative to equity (0.0% against 101.2%).
| Latest fiscal year | RokuROKU, 2025 | TKO GroupTKO, 2025 |
|---|---|---|
| Revenue | $4.74bn | $4.74bn |
| Revenue growth | 15.2% | -3.1% |
| Net income | $88.4m | $195m |
| Operating margin | -0.1% | 17.6% |
| Net margin | 1.9% | 4.1% |
| Return on equity | 3.4% | 5.0% |
| Free cash flow | $478m | — |
| Cash | $1.59bn | $831m |
| Total debt | $0 | $3.78bn |
| Debt to equity | 0.0% | 101.2% |
| Dividend per share | — | — |
| Dividend yield | — | 1.7% |
| Share buybacks | $150m | $867m |
| Employees | 3,600 | 1,300 |
| Market value | $24.46bn | $14.14bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 45 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 177 sales | 8 buys, 133 sales |