Charter Communications, Inc. vs Roku, Inc., two Cable stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CHTR and ROKU diverge most: on revenue growth, CHTR reads -0.9% and ROKU reads +16.8%; on debt / equity, CHTR reads 4.48 and ROKU reads 0.00. The rest of the comparable metrics sit closer together. What CHTR's price implies is a bet that sits within the historical range (whole-company basis). What ROKU's price implies is a somewhat stretched bet versus history (revenue-multiple basis). The bull and bear cases for each are in their full reports below.
| Metric | CHTR | ROKU |
|---|---|---|
| Price | $130.66 | $140.70 |
| Market cap | $16.6B | $21.2B |
| Sector | Cable | Cable |
| Stage | Mature | Growth |
| P/E | 3.5 | 104.2 |
| P/B | 0.79 | 7.96 |
| P/S | 0.30 | 4.28 |
| EV/EBITDA | 8.6 | 111.7 |
| Revenue growth | -0.9% | +16.8% |
| Gross margin | — | 45.2% |
| Operating margin | 23.6% | 4.2% |
| Net margin | 9.0% | 4.1% |
| Return on equity | 23.4% | 7.5% |
| Return on assets | 3.2% | 4.6% |
| Return on invested capital | 8.3% | 3.8% |
| FCF yield | 24.3% | 2.5% |
| Debt / equity | 4.48 | 0.00 |
| Current ratio | 0.40 | 2.91 |
| Altman Z (solvency) | 6.33 | 7.31 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.