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

ROKU, INC is the larger business by last-quarter revenue ($1.2B vs $669.7M, roughly 1.9× NEWMARKET CORP). NEWMARKET CORP runs the higher net margin — 17.6% vs -2.2%, a 19.8% gap on every dollar of revenue. On growth, NEWMARKET CORP posted the faster year-over-year revenue change (-4.5% vs -18.3%). Over the past eight quarters, ROKU, INC's revenue compounded faster (13.6% CAGR vs -2.9%).

NewMarket Corporation, is a publicly traded American company that primarily serves the petroleum additives industry. The company is based in Richmond, Virginia, and has operations in North America, Latin America, Europe, the Middle East and Asia Pacific. The company's predecessor, the Albemarle Paper Manufacturing Company, was founded in 1887.

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.

NEU vs ROKU — Head-to-Head

Bigger by revenue
ROKU
ROKU
1.9× larger
ROKU
$1.2B
$669.7M
NEU
Growing faster (revenue YoY)
NEU
NEU
+13.8% gap
NEU
-4.5%
-18.3%
ROKU
Higher net margin
NEU
NEU
19.8% more per $
NEU
17.6%
-2.2%
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
13.6%
-2.9%
NEU

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
NEU
NEU
ROKU
ROKU
Revenue
$669.7M
$1.2B
Net Profit
$118.1M
$-27.4M
Gross Margin
33.0%
35.6%
Operating Margin
21.4%
59.7%
Net Margin
17.6%
-2.2%
Revenue YoY
-4.5%
-18.3%
Net Profit YoY
-6.3%
-361.0%
EPS (diluted)
$12.62
$0.57

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
NEU
NEU
ROKU
ROKU
Q1 26
$669.7M
$1.2B
Q4 25
$635.4M
$1.4B
Q3 25
$690.3M
$1.2B
Q2 25
$698.5M
$1.1B
Q1 25
$700.9M
$1.0B
Q4 24
$654.6M
$1.2B
Q3 24
$724.9M
$1.1B
Q2 24
$710.2M
$968.2M
Net Profit
NEU
NEU
ROKU
ROKU
Q1 26
$118.1M
$-27.4M
Q4 25
$81.3M
$80.5M
Q3 25
$100.3M
$24.8M
Q2 25
$111.2M
$10.5M
Q1 25
$125.9M
$-27.4M
Q4 24
$110.7M
$-35.5M
Q3 24
$132.3M
$-9.0M
Q2 24
$111.6M
$-34.0M
Gross Margin
NEU
NEU
ROKU
ROKU
Q1 26
33.0%
35.6%
Q4 25
30.0%
43.5%
Q3 25
30.4%
43.4%
Q2 25
31.6%
44.8%
Q1 25
33.7%
43.6%
Q4 24
31.7%
42.7%
Q3 24
33.6%
45.2%
Q2 24
30.8%
43.9%
Operating Margin
NEU
NEU
ROKU
ROKU
Q1 26
21.4%
59.7%
Q4 25
17.3%
4.7%
Q3 25
18.9%
0.8%
Q2 25
20.5%
-2.1%
Q1 25
22.8%
-5.7%
Q4 24
20.3%
-3.3%
Q3 24
23.4%
-3.4%
Q2 24
20.7%
-7.4%
Net Margin
NEU
NEU
ROKU
ROKU
Q1 26
17.6%
-2.2%
Q4 25
12.8%
5.8%
Q3 25
14.5%
2.0%
Q2 25
15.9%
0.9%
Q1 25
18.0%
-2.7%
Q4 24
16.9%
-3.0%
Q3 24
18.3%
-0.9%
Q2 24
15.7%
-3.5%
EPS (diluted)
NEU
NEU
ROKU
ROKU
Q1 26
$12.62
$0.57
Q4 25
$8.67
$0.55
Q3 25
$10.67
$0.16
Q2 25
$11.84
$0.07
Q1 25
$13.26
$-0.19
Q4 24
$11.57
$-0.24
Q3 24
$13.79
$-0.06
Q2 24
$11.63
$-0.24

Balance Sheet & Financial Strength

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

Metric
NEU
NEU
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$73.2M
$2.4B
Total DebtLower is stronger
$939.6M
Stockholders' EquityBook value
$1.7B
$2.7B
Total Assets
$3.5B
$4.4B
Debt / EquityLower = less leverage
0.54×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
NEU
NEU
ROKU
ROKU
Q1 26
$73.2M
$2.4B
Q4 25
$77.6M
$2.3B
Q3 25
$102.5M
$2.3B
Q2 25
$70.3M
$2.3B
Q1 25
$118.3M
$2.3B
Q4 24
$77.5M
$2.2B
Q3 24
$80.3M
$2.1B
Q2 24
$87.6M
$2.1B
Total Debt
NEU
NEU
ROKU
ROKU
Q1 26
$939.6M
Q4 25
$883.4M
Q3 25
$783.1M
Q2 25
$841.8M
Q1 25
$990.6M
Q4 24
$971.3M
Q3 24
$1.1B
Q2 24
$1.2B
Stockholders' Equity
NEU
NEU
ROKU
ROKU
Q1 26
$1.7B
$2.7B
Q4 25
$1.8B
$2.7B
Q3 25
$1.7B
$2.6B
Q2 25
$1.6B
$2.6B
Q1 25
$1.5B
$2.5B
Q4 24
$1.5B
$2.5B
Q3 24
$1.4B
$2.5B
Q2 24
$1.2B
$2.4B
Total Assets
NEU
NEU
ROKU
ROKU
Q1 26
$3.5B
$4.4B
Q4 25
$3.5B
$4.4B
Q3 25
$3.2B
$4.4B
Q2 25
$3.2B
$4.3B
Q1 25
$3.2B
$4.2B
Q4 24
$3.1B
$4.3B
Q3 24
$3.2B
$4.3B
Q2 24
$3.2B
$4.1B
Debt / Equity
NEU
NEU
ROKU
ROKU
Q1 26
0.54×
Q4 25
0.50×
Q3 25
0.46×
Q2 25
0.52×
Q1 25
0.65×
Q4 24
0.66×
Q3 24
0.80×
Q2 24
0.95×

Cash Flow & Capital Efficiency

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

Metric
NEU
NEU
ROKU
ROKU
Operating Cash FlowLast quarter
$199.1M
Free Cash FlowOCF − Capex
$298.4M
FCF MarginFCF / Revenue
23.9%
Capex IntensityCapex / Revenue
3.6%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$640.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
NEU
NEU
ROKU
ROKU
Q1 26
$199.1M
Q4 25
$145.2M
$107.7M
Q3 25
$142.4M
$127.6M
Q2 25
$161.1M
$109.7M
Q1 25
$120.3M
$138.7M
Q4 24
$185.2M
$79.3M
Q3 24
$116.6M
$68.7M
Q2 24
$115.0M
$23.4M
Free Cash Flow
NEU
NEU
ROKU
ROKU
Q1 26
$298.4M
Q4 25
$117.2M
$106.6M
Q3 25
$122.1M
$126.5M
Q2 25
$144.8M
$108.6M
Q1 25
$107.3M
$136.8M
Q4 24
$170.6M
$76.8M
Q3 24
$102.4M
$67.6M
Q2 24
$100.0M
$22.5M
FCF Margin
NEU
NEU
ROKU
ROKU
Q1 26
23.9%
Q4 25
18.4%
7.6%
Q3 25
17.7%
10.4%
Q2 25
20.7%
9.8%
Q1 25
15.3%
13.4%
Q4 24
26.1%
6.4%
Q3 24
14.1%
6.4%
Q2 24
14.1%
2.3%
Capex Intensity
NEU
NEU
ROKU
ROKU
Q1 26
3.6%
Q4 25
4.4%
0.1%
Q3 25
2.9%
0.1%
Q2 25
2.3%
0.1%
Q1 25
1.9%
0.2%
Q4 24
2.2%
0.2%
Q3 24
2.0%
0.1%
Q2 24
2.1%
0.1%
Cash Conversion
NEU
NEU
ROKU
ROKU
Q1 26
Q4 25
1.79×
1.34×
Q3 25
1.42×
5.14×
Q2 25
1.45×
10.45×
Q1 25
0.96×
Q4 24
1.67×
Q3 24
0.88×
Q2 24
1.03×

Financial Flow Comparison

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

Revenue Breakdown by Segment

NEU
NEU

Segment breakdown not available.

ROKU
ROKU

Advertising$612.7M49%
Subscriptions$518.5M42%
Devices$117.6M9%

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