On the filings, Netflix (NFLX) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it BUY.
Roku finally turned GAAP-profitable on 15% growth and strong cash flow, but a its multiple prices in the platform pivot.
Accelerating revenue, three years of margin expansion and 41% ROE for ~its multiple — a high-quality compounder at a fair, not cheap, price.
| Metric | ROKU | NFLX |
|---|---|---|
| Fundamentals score | 66 | 85 |
| Revenue growth (YoY) | +15.2% | +15.9% |
| Net income growth (YoY) | +168.3% | +26.1% |
| Net margin | 1.9% | 24.3% |
| Return on equity | 3.3% | 41.3% |
| ROIC (est.) | -0.2% | 25.6% |
| Liabilities / Equity | 0.67 | 1.09 |
| Piotroski F-score | 7 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:41 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 1:58 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.