Fox Corp Class A (FOXA)vsRoku Inc (ROKU)
FOXA
Fox Corp Class A
$65.54
-16.84%
COMMUNICATION SERVICES · Cap: $28.07B
ROKU
Roku Inc
$122.26
-2.65%
COMMUNICATION SERVICES · Cap: $21.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Fox Corp Class A generates 226% more annual revenue ($16.20B vs $4.97B). FOXA leads profitability with a 10.6% profit margin vs 4.1%. ROKU appears more attractively valued with a PEG of 1.04. FOXA earns a higher WallStSmart Score of 55/100 (C-).
FOXA
Buy55
out of 100
Grade: C-
ROKU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.6%
Fair Value
$48.60
Current Price
$65.54
$16.94 premium
Intrinsic value data unavailable for ROKU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 21.4%
Generating 1.8B in free cash flow
Conservative balance sheet, low leverage
Revenue surging 22.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Revenue declined 8.6%
Earnings declined 49.3%
ROE of 7.5% — below average capital efficiency
4.1% margin — thin
Operating margin of 4.2%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FOXA
The strongest argument for FOXA centers on P/E Ratio, Price/Book, Operating Margin.
Bull Case : ROKU
The strongest argument for ROKU centers on Debt/Equity, Revenue Growth. Revenue growth of 22.4% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : FOXA
The primary concerns for FOXA are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : ROKU
The primary concerns for ROKU are Return on Equity, Profit Margin, Operating Margin. A P/E of 106.4x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
FOXA profiles as a declining stock while ROKU is a growth play — different risk/reward profiles.
ROKU carries more volatility with a beta of 2.03 — expect wider price swings.
ROKU is growing revenue faster at 22.4% — sustainability is the question.
FOXA generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
FOXA scores higher overall (55/100 vs 44/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fox Corp Class A
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Fox Corporation is an American mass media company headquartered in New York City.
Visit Website →Roku Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Roku, Inc. operates a TV streaming platform. The company is headquartered in San Jose, California.
Visit Website →Compare with Other ENTERTAINMENT Stocks
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