Adeia vs Roku
ADEA and ROKU side by side, both in communications. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ADEA and ROKU compare
Roku is the larger company, worth 13 times as much as Adeia ($23.8B against $1.9B).
On earnings, Adeia is cheaper: it trades at 16.8× trailing earnings, against 47.4× for Roku.
Adeia grew revenue faster over the last twelve months (22.1% versus 21.1% for Roku).
Adeia keeps more of each dollar of sales as profit, with a net margin of 25.0% compared with 9.3% at Roku.
Adeia pays a dividend yielding 1.2%; Roku does not pay one.
Adeia scores higher on the StockData Score (17 against 14 for Roku), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ADEA | ROKU |
|---|---|---|
| Size and price | ||
| Market cap | $1.9B | $23.8B |
| Share price | $17.13 | $160.37 |
| Change, 1 year | 20.7% | 51.1% |
| Change, 5 years | −10.2% | −41.8% |
| Beta (5Y) | 0.95 | 2.29 |
| Employees | 150 | 3,600 |
| StockData Score | ||
| Total score | 17 (better) | 14 |
| Valuation score | 3 (better) | 0 |
| Growth score | 3 | 4 (better) |
| Performance score | 4 | 4 |
| Health score | 4 | 6 (better) |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 16.8× (better) | 47.4× |
| P/S | 4.1× (better) | 4.3× |
| P/B | 3.9× (better) | 7.8× |
| EV/EBITDA | 12.0× (better) | 44.5× |
| P/FCF | 10.8× (better) | 29.7× |
| FCF yield | 9.3% (better) | 3.4% |
| Fair value | $17.69 | $50.72 |
| Margin of safety | 3.2% (better) | −216% |
| Growth | ||
| Revenue growth (TTM) | 22.1% (better) | 21.1% |
| Revenue growth, 5Y average | −3.0% | 21.6% (better) |
| Net income growth (TTM) | 58.2% | – |
| EPS growth (TTM) | 56.9% | – |
| EPS growth, 5Y average | −10.8% | – |
| Profitability | ||
| Gross margin | – | 45.3% |
| Operating margin | 38.4% (better) | 7.8% |
| Net margin | 25.0% (better) | 9.3% |
| FCF margin | 37.9% (better) | 14.6% |
| Return on equity | 25.9% (better) | 18.2% |
| Return on invested capital | 18.6% | 128% (better) |
| Financial health | ||
| Debt / equity | 0.79 (better) | 0.00 |
| Net debt / EBITDA | 1.42 | – |
| Interest coverage | 5.2× | 190× (better) |
| Current ratio | 3.64 (better) | 2.70 |
| Altman Z-score | 3.63 | 9.23 (better) |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.2% | – |
| Payout ratio | 18.9% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | −16.7% | – |
| Buyback yield | 1.6% (better) | 1.1% |
| Shareholder yield | 2.8% (better) | 1.1% |
| Ownership | ||
| Held by institutions | 103% | 77.1% |
| Held by insiders | 3.2% | 0.31% |
| Insider net buying, 12 months | −$3.2M (better) | −$135M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 6.5% | 6.4% |
Go deeper
- ADEA stock overview
- ADEA income statement
- ADEA valuation and score
- ROKU stock overview
- ROKU income statement
- ROKU valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.