Pricing Log in Create free account

Roku, Inc. (ROKU) vs Sirius XM Holdings Inc. (SIRI)

Roku, Inc. and Sirius XM Holdings Inc. are both Entertainment companies. Roku, Inc. is the larger, with a market value of $23.9B against $11.2B — 2.1× the size. Sirius XM Holdings Inc. trades at the lower P/E: 12.4× against 46.4×. Roku, Inc. grew revenue faster over the last twelve months: 21.1% against 0.51%. Sirius XM Holdings Inc. has the higher net margin (10.5% vs 9.34%) and the lower return on invested capital (4.80% vs 85.0%). Across the 22 metrics below, Sirius XM Holdings Inc. leads on 13 and Roku, Inc. on 9.

Valuation

Metric ROKU SIRI Entertainment median
P/E 46.43 12.45 24.17
P/S 4.35 1.30 1.36
P/B 7.88 0.92 1.75
Price to free cash flow 29.83 7.07 17.36
EV/EBITDA 27.33 8.85 8.85
EV/Sales 3.88 2.36 1.68
Earnings yield 2.15% 8.03% (1.47%)
Free cash flow yield 3.35% 14.15% 3.98%

Profitability

Metric ROKU SIRI Entertainment median
Gross margin 45.34% 52.33% 40.04%
Operating margin 7.78% 18.97% 2.30%
Net margin 9.34% 10.47% 0.00%
Free cash flow margin 14.57% 18.44% 4.34%
Return on equity 18.15% 7.59% 2.72%
Return on assets 11.02% 3.30% 0.00%
Return on invested capital 84.99% 4.80% 0.55%

Growth

Metric ROKU SIRI Entertainment median
Revenue growth (TTM) 21.07% 0.51% 8.28%
EPS growth (last fiscal year) 166.29% 136.32% 9.67%
Revenue growth, 5-year CAGR 21.65% 1.26% 10.07%
Net income growth, 5-year CAGR 0.00% 43.78% 0.00%

Health

Metric ROKU SIRI Entertainment median
Debt to equity 0.00 0.77 0.46
Current ratio 2.70 0.32 1.00
Net debt to EBITDA (6.92) 4.67 0.97

Dividend

Metric ROKU SIRI Entertainment median
Dividend yield — 3.25% 1.23%
Payout ratio — 0.44 0.26

Size

Metric ROKU SIRI Entertainment median
Market cap 23.91b 11.18b 3.27b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack