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Side-by-side financial comparison of OLD NATIONAL BANCORP (ONB) and ROKU, INC (ROKU). Click either name above to swap in a different company.

ROKU, INC is the larger business by last-quarter revenue ($1.4B vs $702.8M, roughly 2.0× OLD NATIONAL BANCORP). OLD NATIONAL BANCORP runs the higher net margin — 33.3% vs 5.8%, a 27.5% gap on every dollar of revenue. On growth, OLD NATIONAL BANCORP posted the faster year-over-year revenue change (44.4% vs 16.1%). Over the past eight quarters, OLD NATIONAL BANCORP's revenue compounded faster (34.5% CAGR vs 25.8%).

Old National Bank is an American regional bank with nearly 200 retail branches operated by Old National Bancorp and based in Chicago and Evansville, Indiana. With assets at $48.5 billion and 250 banking centers, Old National Bancorp is the largest financial services bank holding company headquartered in Indiana and one of the top 30 banking companies in the U.S. Old National Bank has locations in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Tennessee, and Wisconsin.

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.

ONB vs ROKU — Head-to-Head

Bigger by revenue
ROKU
ROKU
2.0× larger
ROKU
$1.4B
$702.8M
ONB
Growing faster (revenue YoY)
ONB
ONB
+28.2% gap
ONB
44.4%
16.1%
ROKU
Higher net margin
ONB
ONB
27.5% more per $
ONB
33.3%
5.8%
ROKU
Faster 2-yr revenue CAGR
ONB
ONB
Annualised
ONB
34.5%
25.8%
ROKU

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
ONB
ONB
ROKU
ROKU
Revenue
$702.8M
$1.4B
Net Profit
$233.7M
$80.5M
Gross Margin
43.5%
Operating Margin
4.7%
Net Margin
33.3%
5.8%
Revenue YoY
44.4%
16.1%
Net Profit YoY
61.5%
326.4%
EPS (diluted)
$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
ONB
ONB
ROKU
ROKU
Q1 26
$702.8M
Q4 25
$580.8M
$1.4B
Q3 25
$574.6M
$1.2B
Q2 25
$514.8M
$1.1B
Q1 25
$387.6M
$1.0B
Q4 24
$394.2M
$1.2B
Q3 24
$391.7M
$1.1B
Q2 24
$388.4M
$968.2M
Net Profit
ONB
ONB
ROKU
ROKU
Q1 26
$233.7M
Q4 25
$216.6M
$80.5M
Q3 25
$182.6M
$24.8M
Q2 25
$125.4M
$10.5M
Q1 25
$144.7M
$-27.4M
Q4 24
$153.9M
$-35.5M
Q3 24
$143.8M
$-9.0M
Q2 24
$121.2M
$-34.0M
Gross Margin
ONB
ONB
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
45.2%
Q2 24
43.9%
Operating Margin
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
46.7%
4.7%
Q3 25
40.5%
0.8%
Q2 25
30.2%
-2.1%
Q1 25
46.8%
-5.7%
Q4 24
47.2%
-3.3%
Q3 24
47.2%
-3.4%
Q2 24
40.3%
-7.4%
Net Margin
ONB
ONB
ROKU
ROKU
Q1 26
33.3%
Q4 25
37.3%
5.8%
Q3 25
31.8%
2.0%
Q2 25
24.4%
0.9%
Q1 25
37.3%
-2.7%
Q4 24
39.0%
-3.0%
Q3 24
36.7%
-0.9%
Q2 24
31.2%
-3.5%
EPS (diluted)
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
$0.55
$0.55
Q3 25
$0.46
$0.16
Q2 25
$0.34
$0.07
Q1 25
$0.44
$-0.19
Q4 24
$0.47
$-0.24
Q3 24
$0.44
$-0.06
Q2 24
$0.37
$-0.24

Balance Sheet & Financial Strength

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

Metric
ONB
ONB
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$2.3B
Total DebtLower is stronger
Stockholders' EquityBook value
$8.5B
$2.7B
Total Assets
$73.0B
$4.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
$1.8B
$2.3B
Q3 25
$1.7B
$2.3B
Q2 25
$1.8B
$2.3B
Q1 25
$1.2B
$2.3B
Q4 24
$1.2B
$2.2B
Q3 24
$1.2B
$2.1B
Q2 24
$1.2B
$2.1B
Stockholders' Equity
ONB
ONB
ROKU
ROKU
Q1 26
$8.5B
Q4 25
$8.5B
$2.7B
Q3 25
$8.3B
$2.6B
Q2 25
$8.1B
$2.6B
Q1 25
$6.5B
$2.5B
Q4 24
$6.3B
$2.5B
Q3 24
$6.4B
$2.5B
Q2 24
$6.1B
$2.4B
Total Assets
ONB
ONB
ROKU
ROKU
Q1 26
$73.0B
Q4 25
$72.2B
$4.4B
Q3 25
$71.2B
$4.4B
Q2 25
$71.0B
$4.3B
Q1 25
$53.9B
$4.2B
Q4 24
$53.6B
$4.3B
Q3 24
$53.6B
$4.3B
Q2 24
$53.1B
$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
ONB
ONB
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
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
$159.2M
$107.7M
Q3 25
$341.2M
$127.6M
Q2 25
$72.9M
$109.7M
Q1 25
$108.2M
$138.7M
Q4 24
$235.8M
$79.3M
Q3 24
$121.3M
$68.7M
Q2 24
$161.0M
$23.4M
Free Cash Flow
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
$137.3M
$106.6M
Q3 25
$333.6M
$126.5M
Q2 25
$64.1M
$108.6M
Q1 25
$102.4M
$136.8M
Q4 24
$229.0M
$76.8M
Q3 24
$115.7M
$67.6M
Q2 24
$151.6M
$22.5M
FCF Margin
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
23.6%
7.6%
Q3 25
58.1%
10.4%
Q2 25
12.4%
9.8%
Q1 25
26.4%
13.4%
Q4 24
58.1%
6.4%
Q3 24
29.5%
6.4%
Q2 24
39.0%
2.3%
Capex Intensity
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
3.8%
0.1%
Q3 25
1.3%
0.1%
Q2 25
1.7%
0.1%
Q1 25
1.5%
0.2%
Q4 24
1.7%
0.2%
Q3 24
1.4%
0.1%
Q2 24
2.4%
0.1%
Cash Conversion
ONB
ONB
ROKU
ROKU
Q1 26
Q4 25
0.73×
1.34×
Q3 25
1.87×
5.14×
Q2 25
0.58×
10.45×
Q1 25
0.75×
Q4 24
1.53×
Q3 24
0.84×
Q2 24
1.33×

Financial Flow Comparison

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

Revenue Breakdown by Segment

ONB
ONB

Segment breakdown not available.

ROKU
ROKU

Services$1.2B88%
Products$170.9M12%

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