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

ROKU, INC is the larger business by last-quarter revenue ($1.4B vs $772.1M, roughly 1.8× Revvity). Revvity runs the higher net margin — 12.7% vs 5.8%, a 7.0% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs 5.9%). Revvity produced more free cash flow last quarter ($161.8M vs $106.6M). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs 9.0%).

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.

Revvity, Inc. is an American company in the life sciences and diagnostics business that is focused on selling to the pharmaceutical and biotechnology industries, especially in relation to approaches making use of new cell therapy or gene therapy developments. Its origins lie with the long-existing company PerkinElmer, which has been in a variety of business lines.

ROKU vs RVTY — Head-to-Head

Bigger by revenue
ROKU
ROKU
1.8× larger
ROKU
$1.4B
$772.1M
RVTY
Growing faster (revenue YoY)
ROKU
ROKU
+10.3% gap
ROKU
16.1%
5.9%
RVTY
Higher net margin
RVTY
RVTY
7.0% more per $
RVTY
12.7%
5.8%
ROKU
More free cash flow
RVTY
RVTY
$55.2M more FCF
RVTY
$161.8M
$106.6M
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
25.8%
9.0%
RVTY

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ROKU
ROKU
RVTY
RVTY
Revenue
$1.4B
$772.1M
Net Profit
$80.5M
$98.4M
Gross Margin
43.5%
Operating Margin
4.7%
14.5%
Net Margin
5.8%
12.7%
Revenue YoY
16.1%
5.9%
Net Profit YoY
326.4%
3.9%
EPS (diluted)
$0.55
$0.86

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
RVTY
RVTY
Q4 25
$1.4B
$772.1M
Q3 25
$1.2B
$698.9M
Q2 25
$1.1B
$720.3M
Q1 25
$1.0B
$664.8M
Q4 24
$1.2B
$729.4M
Q3 24
$1.1B
$684.0M
Q2 24
$968.2M
$691.7M
Q1 24
$881.5M
$649.9M
Net Profit
ROKU
ROKU
RVTY
RVTY
Q4 25
$80.5M
$98.4M
Q3 25
$24.8M
$46.7M
Q2 25
$10.5M
$53.9M
Q1 25
$-27.4M
$42.2M
Q4 24
$-35.5M
$94.6M
Q3 24
$-9.0M
$94.4M
Q2 24
$-34.0M
$55.4M
Q1 24
$-50.9M
$26.0M
Gross Margin
ROKU
ROKU
RVTY
RVTY
Q4 25
43.5%
Q3 25
43.4%
53.6%
Q2 25
44.8%
54.5%
Q1 25
43.6%
56.5%
Q4 24
42.7%
Q3 24
45.2%
56.3%
Q2 24
43.9%
55.7%
Q1 24
44.1%
54.6%
Operating Margin
ROKU
ROKU
RVTY
RVTY
Q4 25
4.7%
14.5%
Q3 25
0.8%
11.7%
Q2 25
-2.1%
12.6%
Q1 25
-5.7%
10.9%
Q4 24
-3.3%
16.3%
Q3 24
-3.4%
14.3%
Q2 24
-7.4%
12.4%
Q1 24
-8.2%
6.8%
Net Margin
ROKU
ROKU
RVTY
RVTY
Q4 25
5.8%
12.7%
Q3 25
2.0%
6.7%
Q2 25
0.9%
7.5%
Q1 25
-2.7%
6.4%
Q4 24
-3.0%
13.0%
Q3 24
-0.9%
13.8%
Q2 24
-3.5%
8.0%
Q1 24
-5.8%
4.0%
EPS (diluted)
ROKU
ROKU
RVTY
RVTY
Q4 25
$0.55
$0.86
Q3 25
$0.16
$0.40
Q2 25
$0.07
$0.46
Q1 25
$-0.19
$0.35
Q4 24
$-0.24
$0.77
Q3 24
$-0.06
$0.77
Q2 24
$-0.24
$0.45
Q1 24
$-0.35
$0.21

Balance Sheet & Financial Strength

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

Metric
ROKU
ROKU
RVTY
RVTY
Cash + ST InvestmentsLiquidity on hand
$2.3B
$919.9M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.7B
$7.3B
Total Assets
$4.4B
$12.2B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ROKU
ROKU
RVTY
RVTY
Q4 25
$2.3B
$919.9M
Q3 25
$2.3B
$931.4M
Q2 25
$2.3B
$991.8M
Q1 25
$2.3B
$1.1B
Q4 24
$2.2B
$1.2B
Q3 24
$2.1B
$1.2B
Q2 24
$2.1B
$2.0B
Q1 24
$2.1B
$1.7B
Stockholders' Equity
ROKU
ROKU
RVTY
RVTY
Q4 25
$2.7B
$7.3B
Q3 25
$2.6B
$7.4B
Q2 25
$2.6B
$7.6B
Q1 25
$2.5B
$7.6B
Q4 24
$2.5B
$7.7B
Q3 24
$2.5B
$7.9B
Q2 24
$2.4B
$7.9B
Q1 24
$2.4B
$7.8B
Total Assets
ROKU
ROKU
RVTY
RVTY
Q4 25
$4.4B
$12.2B
Q3 25
$4.4B
$12.1B
Q2 25
$4.3B
$12.4B
Q1 25
$4.2B
$12.4B
Q4 24
$4.3B
$12.4B
Q3 24
$4.3B
$12.8B
Q2 24
$4.1B
$13.4B
Q1 24
$4.2B
$13.4B

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
RVTY
RVTY
Operating Cash FlowLast quarter
$107.7M
$182.0M
Free Cash FlowOCF − Capex
$106.6M
$161.8M
FCF MarginFCF / Revenue
7.6%
21.0%
Capex IntensityCapex / Revenue
0.1%
2.6%
Cash ConversionOCF / Net Profit
1.34×
1.85×
TTM Free Cash FlowTrailing 4 quarters
$478.4M
$509.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ROKU
ROKU
RVTY
RVTY
Q4 25
$107.7M
$182.0M
Q3 25
$127.6M
$138.5M
Q2 25
$109.7M
$134.3M
Q1 25
$138.7M
$128.2M
Q4 24
$79.3M
$174.2M
Q3 24
$68.7M
$147.9M
Q2 24
$23.4M
$158.6M
Q1 24
$46.7M
$147.6M
Free Cash Flow
ROKU
ROKU
RVTY
RVTY
Q4 25
$106.6M
$161.8M
Q3 25
$126.5M
$120.0M
Q2 25
$108.6M
$115.5M
Q1 25
$136.8M
$112.2M
Q4 24
$76.8M
$149.8M
Q3 24
$67.6M
$125.6M
Q2 24
$22.5M
$136.6M
Q1 24
$46.0M
$129.7M
FCF Margin
ROKU
ROKU
RVTY
RVTY
Q4 25
7.6%
21.0%
Q3 25
10.4%
17.2%
Q2 25
9.8%
16.0%
Q1 25
13.4%
16.9%
Q4 24
6.4%
20.5%
Q3 24
6.4%
18.4%
Q2 24
2.3%
19.7%
Q1 24
5.2%
20.0%
Capex Intensity
ROKU
ROKU
RVTY
RVTY
Q4 25
0.1%
2.6%
Q3 25
0.1%
2.6%
Q2 25
0.1%
2.6%
Q1 25
0.2%
2.4%
Q4 24
0.2%
3.4%
Q3 24
0.1%
3.3%
Q2 24
0.1%
3.2%
Q1 24
0.1%
2.7%
Cash Conversion
ROKU
ROKU
RVTY
RVTY
Q4 25
1.34×
1.85×
Q3 25
5.14×
2.97×
Q2 25
10.45×
2.49×
Q1 25
3.03×
Q4 24
1.84×
Q3 24
1.57×
Q2 24
2.87×
Q1 24
5.67×

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%

RVTY
RVTY

Immunodiagnostics$240.8M31%
Life Sciences$191.4M25%
Reproductive Health$149.3M19%
Segment Operating Income$132.0M17%
Software$62.3M8%

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