nostrich on nostr

Open in Damus

Roku’s valuation disconnect is wild:

TTD trades at ~9.5x P/S

Roku trades at <2x P/S
Yet Roku is growing faster AND scaling EBITDA more efficiently.
This isn’t a hardware company anymore — it’s a CTV operating system with ad rails.
#Streaming #FCF #Roku

Pepe Maltese · 41w

Bear case watch: ARPU growth slowing (6–7%) FCF down YoY Monetization still lags engagement If Roku can’t close that TRC-to-revenue gap, the multiple stays stuck. But if it does — re-rating potential is huge. #Investing #Compounders #TechStocks