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Side-by-side financial comparison of Globe Life (GL) and ROKU, INC (ROKU). Click either name above to swap in a different company.

Globe Life is the larger business by last-quarter revenue ($1.6B vs $1.4B, roughly 1.1× ROKU, INC). Globe Life runs the higher net margin — 17.3% vs 5.8%, a 11.6% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs 5.3%). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs 4.1%).

Globe Life Inc. (GL) is an American financial services holding company listed on the New York Stock Exchange which operates through its wholly owned subsidiaries providing life insurance, annuity, and supplemental health insurance products. The company is based in McKinney, Texas.

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.

GL vs ROKU — Head-to-Head

Bigger by revenue
GL
GL
1.1× larger
GL
$1.6B
$1.4B
ROKU
Growing faster (revenue YoY)
ROKU
ROKU
+10.8% gap
ROKU
16.1%
5.3%
GL
Higher net margin
GL
GL
11.6% more per $
GL
17.3%
5.8%
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
25.8%
4.1%
GL

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
GL
GL
ROKU
ROKU
Revenue
$1.6B
$1.4B
Net Profit
$270.5M
$80.5M
Gross Margin
43.5%
Operating Margin
4.7%
Net Margin
17.3%
5.8%
Revenue YoY
5.3%
16.1%
Net Profit YoY
326.4%
EPS (diluted)
$3.39
$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
GL
GL
ROKU
ROKU
Q1 26
$1.6B
Q4 25
$1.5B
$1.4B
Q3 25
$1.5B
$1.2B
Q2 25
$1.5B
$1.1B
Q1 25
$1.5B
$1.0B
Q4 24
$1.5B
$1.2B
Q3 24
$1.5B
$1.1B
Q2 24
$1.4B
$968.2M
Net Profit
GL
GL
ROKU
ROKU
Q1 26
$270.5M
Q4 25
$266.1M
$80.5M
Q3 25
$387.8M
$24.8M
Q2 25
$252.7M
$10.5M
Q1 25
$254.6M
$-27.4M
Q4 24
$255.2M
$-35.5M
Q3 24
$303.0M
$-9.0M
Q2 24
$258.4M
$-34.0M
Gross Margin
GL
GL
ROKU
ROKU
Q1 26
Q4 25
43.5%
Q3 25
43.4%
Q2 25
44.8%
Q1 25
43.6%
Q4 24
42.7%
Q3 24
26.1%
45.2%
Q2 24
23.3%
43.9%
Operating Margin
GL
GL
ROKU
ROKU
Q1 26
Q4 25
21.7%
4.7%
Q3 25
31.5%
0.8%
Q2 25
21.2%
-2.1%
Q1 25
21.4%
-5.7%
Q4 24
21.3%
-3.3%
Q3 24
26.3%
-3.4%
Q2 24
23.5%
-7.4%
Net Margin
GL
GL
ROKU
ROKU
Q1 26
17.3%
Q4 25
17.5%
5.8%
Q3 25
25.6%
2.0%
Q2 25
17.1%
0.9%
Q1 25
17.2%
-2.7%
Q4 24
17.4%
-3.0%
Q3 24
20.8%
-0.9%
Q2 24
17.9%
-3.5%
EPS (diluted)
GL
GL
ROKU
ROKU
Q1 26
$3.39
Q4 25
$3.28
$0.55
Q3 25
$4.73
$0.16
Q2 25
$3.05
$0.07
Q1 25
$3.01
$-0.19
Q4 24
$3.00
$-0.24
Q3 24
$3.44
$-0.06
Q2 24
$2.83
$-0.24

Balance Sheet & Financial Strength

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

Metric
GL
GL
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$183.8M
$2.3B
Total DebtLower is stronger
Stockholders' EquityBook value
$6.1B
$2.7B
Total Assets
$4.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GL
GL
ROKU
ROKU
Q1 26
$183.8M
Q4 25
$314.7M
$2.3B
Q3 25
$62.8M
$2.3B
Q2 25
$116.7M
$2.3B
Q1 25
$134.1M
$2.3B
Q4 24
$85.0M
$2.2B
Q3 24
$100.5M
$2.1B
Q2 24
$100.6M
$2.1B
Stockholders' Equity
GL
GL
ROKU
ROKU
Q1 26
$6.1B
Q4 25
$6.0B
$2.7B
Q3 25
$5.7B
$2.6B
Q2 25
$5.4B
$2.6B
Q1 25
$5.4B
$2.5B
Q4 24
$5.3B
$2.5B
Q3 24
$4.6B
$2.5B
Q2 24
$5.2B
$2.4B
Total Assets
GL
GL
ROKU
ROKU
Q1 26
Q4 25
$30.8B
$4.4B
Q3 25
$30.5B
$4.4B
Q2 25
$29.8B
$4.3B
Q1 25
$29.7B
$4.2B
Q4 24
$29.1B
$4.3B
Q3 24
$29.6B
$4.3B
Q2 24
$28.3B
$4.1B

Cash Flow & Capital Efficiency

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

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

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GL
GL
ROKU
ROKU
Q1 26
Q4 25
$350.6M
$107.7M
Q3 25
$306.0M
$127.6M
Q2 25
$307.9M
$109.7M
Q1 25
$431.9M
$138.7M
Q4 24
$336.9M
$79.3M
Q3 24
$340.6M
$68.7M
Q2 24
$374.1M
$23.4M
Free Cash Flow
GL
GL
ROKU
ROKU
Q1 26
Q4 25
$330.1M
$106.6M
Q3 25
$208.7M
$126.5M
Q2 25
$295.0M
$108.6M
Q1 25
$420.1M
$136.8M
Q4 24
$321.9M
$76.8M
Q3 24
$311.3M
$67.6M
Q2 24
$356.5M
$22.5M
FCF Margin
GL
GL
ROKU
ROKU
Q1 26
Q4 25
21.7%
7.6%
Q3 25
13.8%
10.4%
Q2 25
19.9%
9.8%
Q1 25
28.4%
13.4%
Q4 24
22.0%
6.4%
Q3 24
21.4%
6.4%
Q2 24
24.8%
2.3%
Capex Intensity
GL
GL
ROKU
ROKU
Q1 26
Q4 25
1.3%
0.1%
Q3 25
6.4%
0.1%
Q2 25
0.9%
0.1%
Q1 25
0.8%
0.2%
Q4 24
1.0%
0.2%
Q3 24
2.0%
0.1%
Q2 24
1.2%
0.1%
Cash Conversion
GL
GL
ROKU
ROKU
Q1 26
Q4 25
1.32×
1.34×
Q3 25
0.79×
5.14×
Q2 25
1.22×
10.45×
Q1 25
1.70×
Q4 24
1.32×
Q3 24
1.12×
Q2 24
1.45×

Financial Flow Comparison

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

Revenue Breakdown by Segment

GL
GL

Life premium$853.2M55%
Health premium$416.9M27%
Other$289.5M19%

ROKU
ROKU

Services$1.2B88%
Products$170.9M12%

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