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Side-by-side financial comparison of Principal Financial Group (PFG) 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 $750.8M, roughly 1.7× Principal Financial Group). Principal Financial Group runs the higher net margin — 0.3% vs -2.2%, a 2.5% gap on every dollar of revenue. On growth, Principal Financial Group posted the faster year-over-year revenue change (4.0% vs -18.3%). Over the past eight quarters, ROKU, INC's revenue compounded faster (13.6% CAGR vs -58.3%).

Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.

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.

PFG vs ROKU — Head-to-Head

Bigger by revenue
ROKU
ROKU
1.7× larger
ROKU
$1.2B
$750.8M
PFG
Growing faster (revenue YoY)
PFG
PFG
+22.3% gap
PFG
4.0%
-18.3%
ROKU
Higher net margin
PFG
PFG
2.5% more per $
PFG
0.3%
-2.2%
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
13.6%
-58.3%
PFG

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
PFG
PFG
ROKU
ROKU
Revenue
$750.8M
$1.2B
Net Profit
$1.9M
$-27.4M
Gross Margin
35.6%
Operating Margin
59.7%
Net Margin
0.3%
-2.2%
Revenue YoY
4.0%
-18.3%
Net Profit YoY
783.0%
-361.0%
EPS (diluted)
$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
PFG
PFG
ROKU
ROKU
Q1 26
$750.8M
$1.2B
Q4 25
$4.6B
$1.4B
Q3 25
$3.7B
$1.2B
Q2 25
$3.7B
$1.1B
Q1 25
$3.7B
$1.0B
Q4 24
$4.8B
$1.2B
Q3 24
$3.0B
$1.1B
Q2 24
$4.3B
$968.2M
Net Profit
PFG
PFG
ROKU
ROKU
Q1 26
$1.9M
$-27.4M
Q4 25
$517.0M
$80.5M
Q3 25
$213.8M
$24.8M
Q2 25
$406.2M
$10.5M
Q1 25
$48.1M
$-27.4M
Q4 24
$905.4M
$-35.5M
Q3 24
$-220.0M
$-9.0M
Q2 24
$353.1M
$-34.0M
Gross Margin
PFG
PFG
ROKU
ROKU
Q1 26
35.6%
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
PFG
PFG
ROKU
ROKU
Q1 26
59.7%
Q4 25
4.7%
Q3 25
0.8%
Q2 25
-2.1%
Q1 25
-5.7%
Q4 24
-3.3%
Q3 24
-3.4%
Q2 24
-7.4%
Net Margin
PFG
PFG
ROKU
ROKU
Q1 26
0.3%
-2.2%
Q4 25
11.3%
5.8%
Q3 25
5.8%
2.0%
Q2 25
11.1%
0.9%
Q1 25
1.3%
-2.7%
Q4 24
19.1%
-3.0%
Q3 24
-7.3%
-0.9%
Q2 24
8.2%
-3.5%
EPS (diluted)
PFG
PFG
ROKU
ROKU
Q1 26
$0.57
Q4 25
$2.30
$0.55
Q3 25
$0.95
$0.16
Q2 25
$1.79
$0.07
Q1 25
$0.21
$-0.19
Q4 24
$3.92
$-0.24
Q3 24
$-0.95
$-0.06
Q2 24
$1.49
$-0.24

Balance Sheet & Financial Strength

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

Metric
PFG
PFG
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$2.4B
Total DebtLower is stronger
Stockholders' EquityBook value
$2.7B
Total Assets
$4.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
PFG
PFG
ROKU
ROKU
Q1 26
$2.4B
Q4 25
$4.4B
$2.3B
Q3 25
$5.1B
$2.3B
Q2 25
$3.7B
$2.3B
Q1 25
$3.9B
$2.3B
Q4 24
$4.2B
$2.2B
Q3 24
$6.2B
$2.1B
Q2 24
$4.8B
$2.1B
Total Debt
PFG
PFG
ROKU
ROKU
Q1 26
Q4 25
$3.9B
Q3 25
$3.9B
Q2 25
$3.9B
Q1 25
$4.3B
Q4 24
$4.0B
Q3 24
$3.9B
Q2 24
$3.9B
Stockholders' Equity
PFG
PFG
ROKU
ROKU
Q1 26
$2.7B
Q4 25
$11.9B
$2.7B
Q3 25
$11.7B
$2.6B
Q2 25
$11.4B
$2.6B
Q1 25
$11.2B
$2.5B
Q4 24
$11.1B
$2.5B
Q3 24
$11.2B
$2.5B
Q2 24
$11.0B
$2.4B
Total Assets
PFG
PFG
ROKU
ROKU
Q1 26
$4.4B
Q4 25
$341.4B
$4.4B
Q3 25
$334.5B
$4.4B
Q2 25
$323.1B
$4.3B
Q1 25
$313.0B
$4.2B
Q4 24
$313.7B
$4.3B
Q3 24
$322.9B
$4.3B
Q2 24
$308.8B
$4.1B
Debt / Equity
PFG
PFG
ROKU
ROKU
Q1 26
Q4 25
0.33×
Q3 25
0.34×
Q2 25
0.34×
Q1 25
0.39×
Q4 24
0.36×
Q3 24
0.35×
Q2 24
0.36×

Cash Flow & Capital Efficiency

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

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

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
PFG
PFG
ROKU
ROKU
Q1 26
$199.1M
Q4 25
$1.7B
$107.7M
Q3 25
$1.0B
$127.6M
Q2 25
$811.9M
$109.7M
Q1 25
$977.3M
$138.7M
Q4 24
$1.5B
$79.3M
Q3 24
$1.1B
$68.7M
Q2 24
$1.4B
$23.4M
Free Cash Flow
PFG
PFG
ROKU
ROKU
Q1 26
$298.4M
Q4 25
$106.6M
Q3 25
$126.5M
Q2 25
$108.6M
Q1 25
$136.8M
Q4 24
$76.8M
Q3 24
$67.6M
Q2 24
$22.5M
FCF Margin
PFG
PFG
ROKU
ROKU
Q1 26
23.9%
Q4 25
7.6%
Q3 25
10.4%
Q2 25
9.8%
Q1 25
13.4%
Q4 24
6.4%
Q3 24
6.4%
Q2 24
2.3%
Capex Intensity
PFG
PFG
ROKU
ROKU
Q1 26
Q4 25
0.1%
Q3 25
0.1%
Q2 25
0.1%
Q1 25
0.2%
Q4 24
0.2%
Q3 24
0.1%
Q2 24
0.1%
Cash Conversion
PFG
PFG
ROKU
ROKU
Q1 26
Q4 25
3.37×
1.34×
Q3 25
4.70×
5.14×
Q2 25
2.00×
10.45×
Q1 25
20.32×
Q4 24
1.61×
Q3 24
Q2 24
4.05×

Financial Flow Comparison

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

Revenue Breakdown by Segment

PFG
PFG

Segment breakdown not available.

ROKU
ROKU

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

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