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Netflix vs Roku: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Netflix carrying a narrow edge on growth. Roku still leads on growth and profitability, which keeps the comparison from looking entirely one-sided. In the market, Roku carries the stronger setup — intact trend against Netflix's broken trend. That leaves a split case: the structural lead stays with Netflix, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

The page question resolves through growth, where Roku, Inc. holds the stronger read even though the broader score still favours Netflix, Inc..

INDUSTRY COMPARISON

Both operate in: Entertainment

This comparison is based on industry proximity, not on functional trajectory similarity. NFLX and ROKU share the same industry classification.

For a similarity-based comparison, see how Netflix and Roku each position within their functional peer groups in AssetNext.

Peer-Relative Score
NFLX
Netflix, Inc.
56
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
ROKU
Roku, Inc.
54
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: NFLX vs ROKU Profitability 56 67 Stability 45 28 Valuation 69 33 Growth 47 89 NFLX ROKU
Gap Ranking
#1 Growth +42
#2 Valuation +36
#3 Stability +17
#4 Profitability +11
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for NFLX and ROKU Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer NFLXROKU Relative valuation Structural strength

The price setup looks more supportive for Roku, Inc., but Netflix, Inc. still has the stronger structure.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where NFLX and ROKU each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY NFLX Neutral · below norm 0th 50th 100th 23 pct gap ROKU Elevated · above norm 0th 50th 100th 68th 91st
Today NFLX sits in the upper-middle of its own 5-year history (68th percentile), while ROKU sits higher in its own history (91st). Within each stock's own 5-year context, NFLX is at a historically more favourable entry position than ROKU. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Both rank well on growth, but Roku, Inc. still holds a clear edge.
Valuation
On valuation, the gap still runs the same way: Netflix, Inc. sits near the top of the group, while Roku, Inc. remains in the weaker half.
Growth — Dominant Gap
NFLX
47
ROKU
89
Gap+42in favour of ROKU

The clearest distance comes from a stronger growth profile.

What keeps the gap from being one-sided

On the market side, Roku carries the stronger trend while Netflix's trend has broken — the market setup does not confirm the structural advantage.

What this means for the comparison

Growth is the clearest driver of the lead, with valuation adding further support — though growth still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the NFLX vs ROKU comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how NFLX and ROKU each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.