$Roku Inc(_老虎社区_美港股上老虎

2021-12-16

$Roku Inc(ROKU)$ Roku now trading at roughly 6 times 2023 revenue and 2023 pe of 60. And that’s assuming they don’t beat estimates - which they always do. Based on last several years avg earnings and revenue beats, probably more like 5x 2023 revenue and 45 pe in 2023. And the whole OTT streaming transition is in the early innings. By 2025 it’s 3x sales and a 20 pe. This is a no brainer at $200.

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