Roku, Inc.Opportunity Rank #190(ROKU) Intrinsic Value & DCF Analysis (2026)
Current Price
$141.67
Last updated: Jul 24, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
-1 vs previous
Trend Score
As of 2026-07-24
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The intrinsic value of Roku, Inc. (ROKU) is estimated at $97.96 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $141.67, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 12.31% long-term growth rate and a 12.16% discount rate, reflecting expected future free cash flow and cost of capital.
The intrinsic value of Roku, Inc. (ROKU) is estimated at $97.96 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $141.67, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 12.31% long-term growth rate and a 12.16% discount rate, reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning a higher return on invested capital than it costs to raise that capital — a sign of strong, efficient value creation.
Fundamental Details
Narrative Details
Trend Details
Investment Coach
- Price moves to at least a mid-teens discount to fair value.
- Sustained improvement in ROIC versus WACC spread.
- Meaningful shifts in the narrative score direction.
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates Roku, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
Roku, Inc.Communication Services
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 had garnered 60.1 million active user accounts. Beyond its core streaming service, Roku generates revenue from diverse offerings such as digital and video advertisements, content distribution, and the management of subscriptions and billing. The company also facilitates various e-commerce transactions and provides opportunities for brand sponsorship and promotions. Roku further diversifies its business by manufacturing, marketing, and licensing smart televisions under the "Roku TV" brand. Additionally, it offers a line of Roku-branded hardware, which includes streaming devices, audio equipment, and related accessories. A specific revenue stream comes from selling dedicated channel buttons that are integrated into the remote controls of its streaming gadgets. Roku distributes its comprehensive range of products and services through multiple channels: traditional retail outlets, specialized distributors, and directly to consumers via its official website. Its operational footprint extends across the United States, Canada, the United Kingdom, France, Mexico, Brazil, Chile, Peru, and broadly throughout both North and South America, as well as Europe. Roku, Inc. was founded in 2002 and is headquartered in San Jose, California.