Rogers Communications Inc. vs Roku, Inc., two Cable stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where RCI and ROKU diverge most: on ev/ebitda, RCI reads 1.6 and ROKU reads 111.7; on p/e, RCI reads 3.5 and ROKU reads 104.2. The rest of the comparable metrics sit closer together. What RCI'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 | RCI | ROKU |
|---|---|---|
| Price | $32.92 | $140.70 |
| Market cap | $17.8B | $21.2B |
| Sector | Cable | Cable |
| Stage | Growth | Growth |
| P/E | 3.5 | 104.2 |
| P/B | 1.00 | 7.96 |
| P/S | 1.11 | 4.28 |
| EV/EBITDA | 1.6 | 111.7 |
| Revenue growth | +10.6% | +16.8% |
| Gross margin | — | 45.2% |
| Operating margin | 45.2% | 4.2% |
| Net margin | 31.8% | 4.1% |
| Return on equity | 28.4% | 7.5% |
| Return on assets | 7.7% | 4.6% |
| Return on invested capital | 36.6% | 3.8% |
| FCF yield | 9.1% | 2.5% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 0.61 | 2.91 |
| Altman Z (solvency) | 0.74 | 7.31 |
| Piotroski F (quality) | 6 / 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.