Free Trial

Roku (ROKU) Competitors

$76.35
+0.46 (+0.61%)
(As of 10/7/2024 ET)

ROKU vs. LBRDA, DISCA, LBTYA, DISH, CABO, CHT, ORAN, TEF, VOD, and TU

Should you be buying Roku stock or one of its competitors? The main competitors of Roku include Liberty Broadband (LBRDA), Warner Bros. Discovery (DISCA), Liberty Global (LBTYA), DISH Network (DISH), Cable One (CABO), Chunghwa Telecom (CHT), Orange (ORAN), Telefónica (TEF), Vodafone Group Public (VOD), and TELUS (TU).

Roku vs.

Roku (NASDAQ:ROKU) and Liberty Broadband (NASDAQ:LBRDA) are both large-cap consumer discretionary companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, analyst recommendations, valuation, community ranking, media sentiment, institutional ownership and profitability.

Liberty Broadband has a net margin of 81.86% compared to Roku's net margin of -13.16%. Liberty Broadband's return on equity of 8.79% beat Roku's return on equity.

Company Net Margins Return on Equity Return on Assets
Roku-13.16% -21.03% -11.81%
Liberty Broadband 81.86%8.79%5.09%

86.3% of Roku shares are owned by institutional investors. Comparatively, 10.3% of Liberty Broadband shares are owned by institutional investors. 14.0% of Roku shares are owned by company insiders. Comparatively, 14.2% of Liberty Broadband shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Roku had 36 more articles in the media than Liberty Broadband. MarketBeat recorded 38 mentions for Roku and 2 mentions for Liberty Broadband. Liberty Broadband's average media sentiment score of 1.87 beat Roku's score of 0.61 indicating that Liberty Broadband is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Roku
12 Very Positive mention(s)
7 Positive mention(s)
14 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Liberty Broadband
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Roku received 357 more outperform votes than Liberty Broadband when rated by MarketBeat users. However, 67.35% of users gave Liberty Broadband an outperform vote while only 58.07% of users gave Roku an outperform vote.

CompanyUnderperformOutperform
RokuOutperform Votes
687
58.07%
Underperform Votes
496
41.93%
Liberty BroadbandOutperform Votes
330
67.35%
Underperform Votes
160
32.65%

Roku currently has a consensus target price of $81.14, suggesting a potential upside of 6.28%. Liberty Broadband has a consensus target price of $73.00, suggesting a potential downside of 5.08%. Given Roku's higher possible upside, research analysts plainly believe Roku is more favorable than Liberty Broadband.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Roku
2 Sell rating(s)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43
Liberty Broadband
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Liberty Broadband has lower revenue, but higher earnings than Roku. Roku is trading at a lower price-to-earnings ratio than Liberty Broadband, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Roku$3.48B3.17-$709.56M-$3.99-19.14
Liberty Broadband$981M11.20$688M$5.8913.06

Roku has a beta of 2.08, indicating that its share price is 108% more volatile than the S&P 500. Comparatively, Liberty Broadband has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500.

Summary

Liberty Broadband beats Roku on 11 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ROKU and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

ROKU vs. The Competition

MetricRokuCable & other pay television services IndustryDiscretionary SectorNASDAQ Exchange
Market Cap$11.05B$13.03B$7.33B$8.32B
Dividend YieldN/A4.35%2.80%4.13%
P/E Ratio-19.1425.2716.2918.68
Price / Sales3.171.7617.5185.29
Price / CashN/A4.3533.7533.51
Price / Book4.711.795.114.52
Net Income-$709.56M$471.56M$202.13M$224.66M
7 Day Performance2.26%-1.88%-0.03%1.82%
1 Month Performance18.61%3.84%13.59%17.37%
1 Year Performance6.29%-9.33%29.99%22.60%

Roku Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ROKU
Roku
2.2084 of 5 stars
$76.35
+0.6%
$81.14
+6.3%
+5.7%$11.05B$3.48B-19.143,150
LBRDA
Liberty Broadband
4.0545 of 5 stars
$76.32
-2.9%
$73.00
-4.4%
-13.5%$10.90B$981M12.961,900
DISCA
Warner Bros. Discovery
1.3212 of 5 stars
$24.43
flat
N/A+0.0%$12.37B$12.19B15.8611,000
LBTYA
Liberty Global
2.2386 of 5 stars
$21.19
-1.5%
$24.26
+14.5%
+31.0%$7.90B$7.59B-3.289,860Positive News
DISH
DISH Network
2.0762 of 5 stars
$5.77
flat
$6.40
+10.9%
+15.4%$3.08B$15.62B3.0914,200
CABO
Cable One
4.7171 of 5 stars
$340.39
-2.7%
$533.33
+56.7%
-43.8%$1.91B$1.63B7.792,993
CHT
Chunghwa Telecom
2.2681 of 5 stars
$38.89
-0.7%
N/A+7.4%$30.17B$223.32B25.9332,383Positive News
ORAN
Orange
4.7248 of 5 stars
$10.80
-3.7%
$13.08
+21.1%
-7.7%$28.70B$44.61B8.50137,094Gap Down
TEF
Telefónica
1.4351 of 5 stars
$4.72
-0.8%
N/A+18.3%$26.76B$40.87B-29.50104,142Analyst Downgrade
VOD
Vodafone Group Public
4.3383 of 5 stars
$9.66
-0.8%
$14.45
+49.6%
+3.6%$26.03B$36.72B0.0093,000
TU
TELUS
2.9303 of 5 stars
$16.55
-0.6%
$29.00
+75.2%
-1.2%$24.43B$19.91B42.44106,400Analyst Revision

Related Companies and Tools


This page (NASDAQ:ROKU) was last updated on 10/7/2024 by MarketBeat.com Staff
From Our Partners