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

RPM INTERNATIONAL INC is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.4× ROKU, INC). RPM INTERNATIONAL INC runs the higher net margin — 8.4% vs 5.8%, a 2.7% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs 3.5%). RPM INTERNATIONAL INC produced more free cash flow last quarter ($296.4M vs $106.6M). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs 12.0%).

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.

BVS Entertainment, Inc., formerly known as Saban Productions, Saban International and Saban Entertainment, is a subsidiary of the Walt Disney Company. Founded on April 24, 1980, as a music production company by Haim Saban and Shuki Levy, it slowly transitioned to or gravitated towards television production and distribution, where it is most known for producing and distributing children's programs for Fox Family/ABC Family and defunct channels Fox Kids and Jetix.

ROKU vs RPM — Head-to-Head

Bigger by revenue
RPM
RPM
1.4× larger
RPM
$1.9B
$1.4B
ROKU
Growing faster (revenue YoY)
ROKU
ROKU
+12.6% gap
ROKU
16.1%
3.5%
RPM
Higher net margin
RPM
RPM
2.7% more per $
RPM
8.4%
5.8%
ROKU
More free cash flow
RPM
RPM
$189.8M more FCF
RPM
$296.4M
$106.6M
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
25.8%
12.0%
RPM

Income Statement — Q4 FY2025 vs Q2 FY2026

Metric
ROKU
ROKU
RPM
RPM
Revenue
$1.4B
$1.9B
Net Profit
$80.5M
$161.2M
Gross Margin
43.5%
40.8%
Operating Margin
4.7%
11.0%
Net Margin
5.8%
8.4%
Revenue YoY
16.1%
3.5%
Net Profit YoY
326.4%
-12.0%
EPS (diluted)
$0.55
$1.26

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
ROKU
ROKU
RPM
RPM
Q4 25
$1.4B
$1.9B
Q3 25
$1.2B
$2.1B
Q2 25
$1.1B
$2.1B
Q1 25
$1.0B
$1.5B
Q4 24
$1.2B
$1.8B
Q3 24
$1.1B
$2.0B
Q2 24
$968.2M
$2.0B
Q1 24
$881.5M
$1.5B
Net Profit
ROKU
ROKU
RPM
RPM
Q4 25
$80.5M
$161.2M
Q3 25
$24.8M
$227.6M
Q2 25
$10.5M
$225.8M
Q1 25
$-27.4M
$52.0M
Q4 24
$-35.5M
$183.2M
Q3 24
$-9.0M
$227.7M
Q2 24
$-34.0M
$180.6M
Q1 24
$-50.9M
$61.2M
Gross Margin
ROKU
ROKU
RPM
RPM
Q4 25
43.5%
40.8%
Q3 25
43.4%
42.3%
Q2 25
44.8%
42.4%
Q1 25
43.6%
38.4%
Q4 24
42.7%
41.4%
Q3 24
45.2%
42.5%
Q2 24
43.9%
41.4%
Q1 24
44.1%
39.9%
Operating Margin
ROKU
ROKU
RPM
RPM
Q4 25
4.7%
11.0%
Q3 25
0.8%
14.1%
Q2 25
-2.1%
11.9%
Q1 25
-5.7%
2.8%
Q4 24
-3.3%
11.5%
Q3 24
-3.4%
14.8%
Q2 24
-7.4%
11.9%
Q1 24
-8.2%
5.5%
Net Margin
ROKU
ROKU
RPM
RPM
Q4 25
5.8%
8.4%
Q3 25
2.0%
10.8%
Q2 25
0.9%
10.8%
Q1 25
-2.7%
3.5%
Q4 24
-3.0%
9.9%
Q3 24
-0.9%
11.6%
Q2 24
-3.5%
9.0%
Q1 24
-5.8%
4.0%
EPS (diluted)
ROKU
ROKU
RPM
RPM
Q4 25
$0.55
$1.26
Q3 25
$0.16
$1.77
Q2 25
$0.07
$1.76
Q1 25
$-0.19
$0.40
Q4 24
$-0.24
$1.42
Q3 24
$-0.06
$1.77
Q2 24
$-0.24
$1.40
Q1 24
$-0.35
$0.47

Balance Sheet & Financial Strength

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

Metric
ROKU
ROKU
RPM
RPM
Cash + ST InvestmentsLiquidity on hand
$2.3B
$316.6M
Total DebtLower is stronger
$2.5B
Stockholders' EquityBook value
$2.7B
$3.1B
Total Assets
$4.4B
$7.9B
Debt / EquityLower = less leverage
0.80×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ROKU
ROKU
RPM
RPM
Q4 25
$2.3B
$316.6M
Q3 25
$2.3B
$297.1M
Q2 25
$2.3B
$302.1M
Q1 25
$2.3B
$241.9M
Q4 24
$2.2B
$268.7M
Q3 24
$2.1B
$231.6M
Q2 24
$2.1B
$237.4M
Q1 24
$2.1B
$248.9M
Total Debt
ROKU
ROKU
RPM
RPM
Q4 25
$2.5B
Q3 25
$2.7B
Q2 25
$2.6B
Q1 25
$2.1B
Q4 24
$2.0B
Q3 24
$2.0B
Q2 24
$2.0B
Q1 24
$2.2B
Stockholders' Equity
ROKU
ROKU
RPM
RPM
Q4 25
$2.7B
$3.1B
Q3 25
$2.6B
$3.1B
Q2 25
$2.6B
$2.9B
Q1 25
$2.5B
$2.7B
Q4 24
$2.5B
$2.7B
Q3 24
$2.5B
$2.6B
Q2 24
$2.4B
$2.5B
Q1 24
$2.4B
$2.3B
Total Assets
ROKU
ROKU
RPM
RPM
Q4 25
$4.4B
$7.9B
Q3 25
$4.4B
$7.9B
Q2 25
$4.3B
$7.8B
Q1 25
$4.2B
$6.6B
Q4 24
$4.3B
$6.7B
Q3 24
$4.3B
$6.6B
Q2 24
$4.1B
$6.6B
Q1 24
$4.2B
$6.4B
Debt / Equity
ROKU
ROKU
RPM
RPM
Q4 25
0.80×
Q3 25
0.87×
Q2 25
0.91×
Q1 25
0.78×
Q4 24
0.74×
Q3 24
0.77×
Q2 24
0.79×
Q1 24
0.93×

Cash Flow & Capital Efficiency

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

Metric
ROKU
ROKU
RPM
RPM
Operating Cash FlowLast quarter
$107.7M
$345.7M
Free Cash FlowOCF − Capex
$106.6M
$296.4M
FCF MarginFCF / Revenue
7.6%
15.5%
Capex IntensityCapex / Revenue
0.1%
2.6%
Cash ConversionOCF / Net Profit
1.34×
2.14×
TTM Free Cash FlowTrailing 4 quarters
$478.4M
$582.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ROKU
ROKU
RPM
RPM
Q4 25
$107.7M
$345.7M
Q3 25
$127.6M
$237.5M
Q2 25
$109.7M
$149.2M
Q1 25
$138.7M
$91.5M
Q4 24
$79.3M
$279.4M
Q3 24
$68.7M
$248.1M
Q2 24
$23.4M
$181.2M
Q1 24
$46.7M
$173.4M
Free Cash Flow
ROKU
ROKU
RPM
RPM
Q4 25
$106.6M
$296.4M
Q3 25
$126.5M
$175.0M
Q2 25
$108.6M
$78.2M
Q1 25
$136.8M
$33.3M
Q4 24
$76.8M
$229.5M
Q3 24
$67.6M
$197.3M
Q2 24
$22.5M
$105.3M
Q1 24
$46.0M
$124.6M
FCF Margin
ROKU
ROKU
RPM
RPM
Q4 25
7.6%
15.5%
Q3 25
10.4%
8.3%
Q2 25
9.8%
3.8%
Q1 25
13.4%
2.3%
Q4 24
6.4%
12.4%
Q3 24
6.4%
10.0%
Q2 24
2.3%
5.2%
Q1 24
5.2%
8.2%
Capex Intensity
ROKU
ROKU
RPM
RPM
Q4 25
0.1%
2.6%
Q3 25
0.1%
3.0%
Q2 25
0.1%
3.4%
Q1 25
0.2%
3.9%
Q4 24
0.2%
2.7%
Q3 24
0.1%
2.6%
Q2 24
0.1%
3.8%
Q1 24
0.1%
3.2%
Cash Conversion
ROKU
ROKU
RPM
RPM
Q4 25
1.34×
2.14×
Q3 25
5.14×
1.04×
Q2 25
10.45×
0.66×
Q1 25
1.76×
Q4 24
1.53×
Q3 24
1.09×
Q2 24
1.00×
Q1 24
2.83×

Financial Flow Comparison

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

Revenue Breakdown by Segment

ROKU
ROKU

Services$1.2B88%
Products$170.9M12%

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

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