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Side-by-side financial comparison of BOISE CASCADE Co (BCC) and ROKU, INC (ROKU). Click either name above to swap in a different company.

BOISE CASCADE Co is the larger business by last-quarter revenue ($1.5B vs $1.4B, roughly 1.0× ROKU, INC). ROKU, INC runs the higher net margin — 5.8% vs 0.6%, a 5.2% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs -6.8%). ROKU, INC produced more free cash flow last quarter ($106.6M vs $77.0M). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs -5.8%).

Boise Cascade Company is an American manufacturer of wood products and wholesale distributor of building materials, headquartered in Boise, Idaho.

Roku, Inc. is an American streaming technology company. Founded in 2002 by Anthony Wood, it produces digital media players and TVs, distributes streaming services and operates an ad business on its platform. Roku is the U.S. market leader in streaming video distribution, reaching 145 million people as of 2024. The company also operates in Australia, Canada, France, Germany, the U.K., and Latin America.

BCC vs ROKU — Head-to-Head

Bigger by revenue
BCC
BCC
1.0× larger
BCC
$1.5B
$1.4B
ROKU
Growing faster (revenue YoY)
ROKU
ROKU
+23.0% gap
ROKU
16.1%
-6.8%
BCC
Higher net margin
ROKU
ROKU
5.2% more per $
ROKU
5.8%
0.6%
BCC
More free cash flow
ROKU
ROKU
$29.5M more FCF
ROKU
$106.6M
$77.0M
BCC
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
25.8%
-5.8%
BCC

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BCC
BCC
ROKU
ROKU
Revenue
$1.5B
$1.4B
Net Profit
$8.7M
$80.5M
Gross Margin
43.5%
Operating Margin
1.1%
4.7%
Net Margin
0.6%
5.8%
Revenue YoY
-6.8%
16.1%
Net Profit YoY
-87.3%
326.4%
EPS (diluted)
$0.25
$0.55

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BCC
BCC
ROKU
ROKU
Q4 25
$1.5B
$1.4B
Q3 25
$1.7B
$1.2B
Q2 25
$1.7B
$1.1B
Q1 25
$1.5B
$1.0B
Q4 24
$1.6B
$1.2B
Q3 24
$1.7B
$1.1B
Q2 24
$1.8B
$968.2M
Q1 24
$1.6B
$881.5M
Net Profit
BCC
BCC
ROKU
ROKU
Q4 25
$8.7M
$80.5M
Q3 25
$21.8M
$24.8M
Q2 25
$62.0M
$10.5M
Q1 25
$40.3M
$-27.4M
Q4 24
$68.9M
$-35.5M
Q3 24
$91.0M
$-9.0M
Q2 24
$112.3M
$-34.0M
Q1 24
$104.1M
$-50.9M
Gross Margin
BCC
BCC
ROKU
ROKU
Q4 25
43.5%
Q3 25
43.4%
Q2 25
44.8%
Q1 25
43.6%
Q4 24
42.7%
Q3 24
45.2%
Q2 24
43.9%
Q1 24
44.1%
Operating Margin
BCC
BCC
ROKU
ROKU
Q4 25
1.1%
4.7%
Q3 25
1.9%
0.8%
Q2 25
4.6%
-2.1%
Q1 25
3.5%
-5.7%
Q4 24
5.9%
-3.3%
Q3 24
6.8%
-3.4%
Q2 24
8.2%
-7.4%
Q1 24
8.1%
-8.2%
Net Margin
BCC
BCC
ROKU
ROKU
Q4 25
0.6%
5.8%
Q3 25
1.3%
2.0%
Q2 25
3.6%
0.9%
Q1 25
2.6%
-2.7%
Q4 24
4.4%
-3.0%
Q3 24
5.3%
-0.9%
Q2 24
6.2%
-3.5%
Q1 24
6.3%
-5.8%
EPS (diluted)
BCC
BCC
ROKU
ROKU
Q4 25
$0.25
$0.55
Q3 25
$0.58
$0.16
Q2 25
$1.64
$0.07
Q1 25
$1.06
$-0.19
Q4 24
$1.79
$-0.24
Q3 24
$2.33
$-0.06
Q2 24
$2.84
$-0.24
Q1 24
$2.61
$-0.35

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BCC
BCC
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$477.2M
$2.3B
Total DebtLower is stronger
Stockholders' EquityBook value
$2.1B
$2.7B
Total Assets
$3.2B
$4.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BCC
BCC
ROKU
ROKU
Q4 25
$477.2M
$2.3B
Q3 25
$511.8M
$2.3B
Q2 25
$481.0M
$2.3B
Q1 25
$561.8M
$2.3B
Q4 24
$713.3M
$2.2B
Q3 24
$761.6M
$2.1B
Q2 24
$922.1M
$2.1B
Q1 24
$890.2M
$2.1B
Stockholders' Equity
BCC
BCC
ROKU
ROKU
Q4 25
$2.1B
$2.7B
Q3 25
$2.1B
$2.6B
Q2 25
$2.2B
$2.6B
Q1 25
$2.1B
$2.5B
Q4 24
$2.2B
$2.5B
Q3 24
$2.1B
$2.5B
Q2 24
$2.3B
$2.4B
Q1 24
$2.3B
$2.4B
Total Assets
BCC
BCC
ROKU
ROKU
Q4 25
$3.2B
$4.4B
Q3 25
$3.4B
$4.4B
Q2 25
$3.4B
$4.3B
Q1 25
$3.5B
$4.2B
Q4 24
$3.4B
$4.3B
Q3 24
$3.4B
$4.3B
Q2 24
$3.7B
$4.1B
Q1 24
$3.6B
$4.2B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BCC
BCC
ROKU
ROKU
Operating Cash FlowLast quarter
$131.0M
$107.7M
Free Cash FlowOCF − Capex
$77.0M
$106.6M
FCF MarginFCF / Revenue
5.3%
7.6%
Capex IntensityCapex / Revenue
3.7%
0.1%
Cash ConversionOCF / Net Profit
15.00×
1.34×
TTM Free Cash FlowTrailing 4 quarters
$12.7M
$478.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BCC
BCC
ROKU
ROKU
Q4 25
$131.0M
$107.7M
Q3 25
$118.4M
$127.6M
Q2 25
$33.2M
$109.7M
Q1 25
$-28.5M
$138.7M
Q4 24
$94.6M
$79.3M
Q3 24
$174.6M
$68.7M
Q2 24
$141.7M
$23.4M
Q1 24
$27.5M
$46.7M
Free Cash Flow
BCC
BCC
ROKU
ROKU
Q4 25
$77.0M
$106.6M
Q3 25
$63.2M
$126.5M
Q2 25
$-45.9M
$108.6M
Q1 25
$-81.7M
$136.8M
Q4 24
$759.0K
$76.8M
Q3 24
$112.9M
$67.6M
Q2 24
$101.9M
$22.5M
Q1 24
$-6.9M
$46.0M
FCF Margin
BCC
BCC
ROKU
ROKU
Q4 25
5.3%
7.6%
Q3 25
3.8%
10.4%
Q2 25
-2.6%
9.8%
Q1 25
-5.3%
13.4%
Q4 24
0.0%
6.4%
Q3 24
6.6%
6.4%
Q2 24
5.7%
2.3%
Q1 24
-0.4%
5.2%
Capex Intensity
BCC
BCC
ROKU
ROKU
Q4 25
3.7%
0.1%
Q3 25
3.3%
0.1%
Q2 25
4.5%
0.1%
Q1 25
3.5%
0.2%
Q4 24
6.0%
0.2%
Q3 24
3.6%
0.1%
Q2 24
2.2%
0.1%
Q1 24
2.1%
0.1%
Cash Conversion
BCC
BCC
ROKU
ROKU
Q4 25
15.00×
1.34×
Q3 25
5.44×
5.14×
Q2 25
0.54×
10.45×
Q1 25
-0.71×
Q4 24
1.37×
Q3 24
1.92×
Q2 24
1.26×
Q1 24
0.26×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BCC
BCC

General Line$626.6M43%
Commodity Product Line$479.9M33%
Engineered Wood Products$256.6M18%
Plywood And Veneer$53.3M4%
Lumber$10.1M1%
Laminated Veneer Lumber$8.9M1%
Other Wood Products$4.7M0%
Other Engineered Wood Products$3.5M0%
Ijoists$3.3M0%

ROKU
ROKU

Services$1.2B88%
Products$170.9M12%

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