ROKU
Roku, Inc.Communication Services · $22.5B market cap
Verdict
Share price
$152.39
close of Oct 3, 2026
Fair value
$49.35
Sticker Price
Payback Price
$19.74
buy price
ROKU is Overpriced: at $152.39 it trades 209% above its fair value of $49.35. Its buy price (Payback Price) is $19.74, 87% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
EV/EBITDA. Depreciation and interest costs distort its earnings, so the earnings-based methods gave an unrealistic answer. We value the whole business on its operating profit before those costs (EBITDA) instead, then adjust for debt and cash.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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None of the investors we track holds ROKU right now. In Q2 2026, 1 sold out. Who we track
Moves in Q2 2026
Sold out: Lee Ainslie
Insider activity
Since Sep 1, 2026: no open-market purchases, 17 sales worth $4.9M and 33 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Collier Charles
President, Roku Media · 2026-09-04
Sold
$225K
Collier Charles
President, Roku Media · 2026-09-04
Sold
$1.4M
Banks Matthew C.
VP, CAO · 2026-09-02
Sold
$85K
Ozgen Mustafa
Pres, Devices, Prod, and Tech · 2026-09-02
Sold
$531K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$182K
Show all 17 salesShow fewer
Collier Charles
President, Roku Media · 2026-09-02
Sold
$218K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$155K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$70K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$103K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$105K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$80K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$116K
Collier Charles
President, Roku Media · 2026-09-02
Sold
$81K
Fuchsberg Gilbert
President, Subscriptions · 2026-09-02
Sold
$751K
Handman Christopher T.
SVP & General Counsel · 2026-09-02
Sold
$467K
HUNT NEIL D
director · 2026-09-01
Sold
$91K
HUNT NEIL D
director · 2026-09-01
Sold
$221K
Other filings
Collier Charles
President, Roku Media · 2026-09-04
Option exercise
$509K
Banks Matthew C.
VP, CAO · 2026-09-01
Option exercise
788 shares
Banks Matthew C.
VP, CAO · 2026-09-01
Option exercise
1,202 shares
Banks Matthew C.
VP, CAO · 2026-09-01
Option exercise
828 shares
Banks Matthew C.
VP, CAO · 2026-09-01
Option exercise
1,248 shares
Show all 33 other filingsShow fewer
Banks Matthew C.
VP, CAO · 2026-09-01
Tax withholding
$314K
Banks Matthew C.
VP, CAO · 2026-09-01
Option exercise
4,066 shares
Ozgen Mustafa
Pres, Devices, Prod, and Tech · 2026-09-01
Option exercise
4,451 shares
Ozgen Mustafa
Pres, Devices, Prod, and Tech · 2026-09-01
Option exercise
6,790 shares
Ozgen Mustafa
Pres, Devices, Prod, and Tech · 2026-09-01
Option exercise
4,910 shares
Ozgen Mustafa
Pres, Devices, Prod, and Tech · 2026-09-01
Tax withholding
$989K
Ozgen Mustafa
Pres, Devices, Prod, and Tech · 2026-09-01
Option exercise
16,151 shares
Collier Charles
President, Roku Media · 2026-09-01
Tax withholding
$2.3M
Collier Charles
President, Roku Media · 2026-09-01
Option exercise
29,340 shares
HUNT NEIL D
director · 2026-09-01
Option exercise
4,000 shares
HUNT NEIL D
director · 2026-09-01
Option exercise
$35K
HUNT NEIL D
director · 2026-09-01
C-Conversion
2,000 shares
Jedda Dan
CFO & COO · 2026-09-01
Option exercise
4,186 shares
Jedda Dan
CFO & COO · 2026-09-01
Option exercise
4,221 shares
Jedda Dan
CFO & COO · 2026-09-01
Option exercise
17,726 shares
Jedda Dan
CFO & COO · 2026-09-01
Tax withholding
$1.6M
Jedda Dan
CFO & COO · 2026-09-01
Option exercise
26,133 shares
Fuchsberg Gilbert
President, Subscriptions · 2026-09-01
Option exercise
3,048 shares
Fuchsberg Gilbert
President, Subscriptions · 2026-09-01
Option exercise
4,651 shares
Fuchsberg Gilbert
President, Subscriptions · 2026-09-01
Option exercise
2,623 shares
Fuchsberg Gilbert
President, Subscriptions · 2026-09-01
Tax withholding
$888K
Fuchsberg Gilbert
President, Subscriptions · 2026-09-01
Option exercise
10,322 shares
Handman Christopher T.
SVP & General Counsel · 2026-09-01
Tax withholding
$918K
Handman Christopher T.
SVP & General Counsel · 2026-09-01
Option exercise
11,898 shares
Wood Anthony J.
CEO and Chairman BOD · 2026-09-01
Option exercise
11,256 shares
Wood Anthony J.
CEO and Chairman BOD · 2026-09-01
Option exercise
1,407 shares
Wood Anthony J.
CEO and Chairman BOD · 2026-09-01
Tax withholding
$1.3M
Wood Anthony J.
CEO and Chairman BOD · 2026-09-01
Option exercise
20,941 shares
About Roku, Inc.
Roku, Inc., alongside its affiliated companies, operates a significant platform for television streaming. The enterprise is segmented into two primary areas: Platform and Player. Through its platform, users can effortlessly explore and access a vast selection of content, including films, television series, live broadcasts, news updates, sports events, and other forms of entertainment. As of December 31, 2021, Roku…
Entertainment
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works