Optimum Communications vs Roku
OPTU and ROKU side by side, both in communications. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How OPTU and ROKU compare
Roku is the larger company, worth 116 times as much as Optimum Communications ($23.0B against $199M).
Roku grew revenue faster over the last twelve months (18.5% versus −4.4% for Optimum Communications).
Roku keeps more of each dollar of sales as profit, with a net margin of 6.8% compared with −58.1% at Optimum Communications.
Roku scores higher on the StockData Score (14 against 4 for Optimum Communications), 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 | OPTU | ROKU |
|---|---|---|
| Size and price | ||
| Market cap | $199M | $23.0B |
| Share price | $0.730 | $155.12 |
| Change, 1 year | −65.4% | 57.3% |
| Change, 5 years | −96.0% | −44.3% |
| Beta (5Y) | 1.19 | 2.31 |
| Employees | 9,500 | 3,600 |
| StockData Score | ||
| Total score | 4 | 14 (better) |
| Valuation score | 3 (better) | 0 |
| Growth score | 1 | 4 (better) |
| Performance score | 0 | 4 (better) |
| Health score | 0 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 66.3× |
| P/S | 0.0× (better) | 4.4× |
| P/B | – | 8.2× |
| EV/EBITDA | – | 63.9× |
| P/FCF | – | 32.4× |
| FCF yield | −105% | 3.1% (better) |
| Fair value | $4.61 | $34.56 |
| Margin of safety | 84.1% (better) | −349% |
| Growth | ||
| Revenue growth (TTM) | −4.4% | 18.5% (better) |
| Revenue growth, 5Y average | −2.8% | 21.6% (better) |
| Profitability | ||
| Gross margin | 69.9% (better) | 45.5% |
| Operating margin | −35.3% | 5.2% (better) |
| Net margin | −58.1% | 6.8% (better) |
| FCF margin | −2.5% | 13.6% (better) |
| Return on equity | – | 13.1% |
| Return on invested capital | −10.6% | 83.0% (better) |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Interest coverage | – | 129× |
| Current ratio | 0.32 | 2.87 (better) |
| Altman Z-score | −0.51 | 9.42 (better) |
| Piotroski F-score | 4 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.00% | – |
| Years of dividend growth | 0 | – |
| Buyback yield | – | 1.4% |
| Shareholder yield | 0.00% | 1.4% (better) |
| Ownership | ||
| Held by institutions | 82.0% | 77.1% |
| Held by insiders | – | 11.8% |
| Insider net buying, 12 months | −$3.6M (better) | −$139M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | – | 7.4% |
Go deeper
- OPTU stock overview
- OPTU income statement
- OPTU 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.