Comprehensive Stock Comparison
Compare Cineverse Corp. (CNVS) vs Roku, Inc. (ROKU) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | CNVS | 59.1% revenue growth vs ROKU's 15.2% |
| Value | CNVS | Lower P/E (18.8x vs 43.4x) |
| Quality / Margins | ROKU | 1.9% net margin vs CNVS's -16.7% |
| Stability / Safety | CNVS | Beta 1.49 vs ROKU's 1.81, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | ROKU | +7.8% vs CNVS's -18.0% |
| Efficiency (ROA) | ROKU | 2.0% ROA vs CNVS's -13.4%, ROIC -0.3% vs 20.3% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Cineverse Corp. is a streaming technology and entertainment company that operates a portfolio of niche streaming channels and provides technology services to other streaming platforms. It generates revenue through a mix of subscription fees from its SVOD channels, advertising on its AVOD and FAST channels, and technology licensing fees to third-party streaming services. The company's competitive advantage lies in its proprietary streaming technology platform and its focus on underserved niche content categories — particularly genre films and enthusiast programming — which creates a defensible position in the fragmented streaming market.
Roku operates a leading TV streaming platform that connects viewers with content through its operating system and streaming devices. It makes money primarily through digital advertising on its platform (roughly 85% of revenue) and selling streaming hardware players and licensed TVs (about 15%). Its key advantage is its massive installed base of active accounts and its neutral platform position—unlike competitors tied to specific content ecosystems—which creates a powerful advertising network and distribution channel.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
ROKU leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). CNVS leads in 1 (Profitability & Efficiency). 1 tied.
Financial Metrics (TTM)
ROKU is the larger business by revenue, generating $4.7B annually — 85.6x CNVS's $55M. ROKU is the more profitable business, keeping 1.9% of every revenue dollar as net income compared to CNVS's -16.7%. On growth, ROKU holds the edge at +16.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CNVSCineverse Corp. | ROKURoku, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $55M | $4.7B |
| EBITDAEarnings before interest/tax | -$2M | $188M |
| Net IncomeAfter-tax profit | -$9M | $88M |
| Free Cash FlowCash after capex | -$13M | $594M |
| Gross MarginGross profit ÷ Revenue | +53.9% | +43.8% |
| Operating MarginEBIT ÷ Revenue | -12.5% | -0.1% |
| Net MarginNet income ÷ Revenue | -16.7% | +1.9% |
| FCF MarginFCF ÷ Revenue | -22.8% | +12.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | -60.0% | +16.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -113.2% | +3.2% |
Valuation Metrics
At 18.8x trailing earnings, CNVS trades at a 88% valuation discount to ROKU's 156.4x P/E. On an enterprise value basis, ROKU's 2.5x EV/EBITDA is more attractive than CNVS's 3.9x.
| Metric | CNVSCineverse Corp. | ROKURoku, Inc. |
|---|---|---|
| Market CapShares × price | $59M | $1.5B |
| Enterprise ValueMkt cap + debt − cash | $45M | $833M |
| Trailing P/EPrice ÷ TTM EPS | 18.81x | 156.41x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 43.37x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 3.88x | 2.49x |
| Price / SalesMarket cap ÷ Revenue | 0.75x | 0.33x |
| Price / BookPrice ÷ Book value/share | 1.42x | 5.24x |
| Price / FCFMarket cap ÷ FCF | 3.63x | 3.24x |
Profitability & Efficiency
ROKU delivers a 3.3% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-24 for CNVS. CNVS carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to ROKU's 0.33x. On the Piotroski fundamental quality scale (0–9), CNVS scores 7/9 vs ROKU's 6/9, reflecting strong financial health.
| Metric | CNVSCineverse Corp. | ROKURoku, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -24.4% | +3.3% |
| ROA (TTM)Return on assets | -13.4% | +2.0% |
| ROICReturn on invested capital | +20.3% | -0.3% |
| ROCEReturn on capital employed | +22.3% | -0.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.01x | 0.33x |
| Net DebtTotal debt minus cash | -$13M | -$715M |
| Cash & Equiv.Liquid assets | $14M | $1.6B |
| Total DebtShort + long-term debt | $462,000 | $872M |
| Interest CoverageEBIT ÷ Interest expense | -4.16x | 36.47x |
Total Returns (with DRIP)
A $10,000 investment in ROKU five years ago would be worth $2,333 today (with dividends reinvested), compared to $1,075 for CNVS. Over the past 12 months, ROKU leads with a +7.8% total return vs CNVS's -18.0%. The 3-year compound annual growth rate (CAGR) favors ROKU at 14.0% vs CNVS's -29.5% — a key indicator of consistent wealth creation.
| Metric | CNVSCineverse Corp. | ROKURoku, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +43.3% | -15.1% |
| 1-Year ReturnPast 12 months | -18.0% | +7.8% |
| 3-Year ReturnCumulative with dividends | -65.0% | +48.0% |
| 5-Year ReturnCumulative with dividends | -89.3% | -76.7% |
| 10-Year ReturnCumulative with dividends | -94.2% | +292.7% |
| CAGR (3Y)Annualised 3-year return | -29.5% | +14.0% |
Risk & Volatility
CNVS is the less volatile stock with a 1.49 beta — it tends to amplify market swings less than ROKU's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ROKU currently trades 79.1% from its 52-week high vs CNVS's 40.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CNVSCineverse Corp. | ROKURoku, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 1.81x |
| 52-Week HighHighest price in past year | $7.39 | $116.66 |
| 52-Week LowLowest price in past year | $1.77 | $52.43 |
| % of 52W HighCurrent price vs 52-week peak | +40.7% | +79.1% |
| RSI (14)Momentum oscillator 0–100 | 66.7 | 41.2 |
| Avg Volume (50D)Average daily shares traded | 238K | 3.1M |
Analyst Outlook
| Metric | CNVSCineverse Corp. | ROKURoku, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $129.08 |
| # AnalystsCovering analysts | — | 45 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +9.7% |
Historical Charts
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Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 20 | Feb 26 | Change |
|---|---|---|---|
| Cineverse Corp. (CNVS) | 100 | 20.39 | -79.6% |
| Roku, Inc. (ROKU) | 100 | 87.41 | -12.6% |
Roku, Inc. (ROKU) returned -77% over 5 years vs Cineverse Corp. (CNVS)'s -89%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Cineverse Corp. (CNVS) | $104M | $78M | -25.1% |
| Roku, Inc. (ROKU) | $399M | $4.7B | +1088.3% |
Cineverse Corp.'s revenue grew from $104M (2016) to $78M (2025) — a -3.2% CAGR. Roku, Inc.'s revenue grew from $399M (2016) to $4.7B (2025) — a 31.7% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Cineverse Corp. (CNVS) | -40.0% | 4.6% | +111.5% |
| Roku, Inc. (ROKU) | -10.7% | 1.9% | +117.4% |
Cineverse Corp.'s net margin went from -40% (2016) to 5% (2025). Roku, Inc.'s net margin went from -11% (2016) to 2% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Cineverse Corp. (CNVS) | -130.2 | 0.16 | +100.1% |
| Roku, Inc. (ROKU) | -0.5 | 0.59 | +218.0% |
Cineverse Corp.'s EPS grew from $-130.20 (2016) to $0.16 (2025). Roku, Inc.'s EPS grew from $-0.50 (2016) to $0.59 (2025).
Chart 5Free Cash Flow — 5 Years
Cineverse Corp. generated $16M FCF in 2025 (+172% vs 2021). Roku, Inc. generated $478M FCF in 2025 (+154% vs 2021).
CNVS vs ROKU: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is CNVS or ROKU a better buy right now?
Cineverse Corp. (CNVS) offers the better valuation at 18.8x trailing P/E, making it the more compelling value choice. Analysts rate Roku, Inc. (ROKU) a "Buy" — based on 45 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CNVS or ROKU?
On trailing P/E, Cineverse Corp. (CNVS) is the cheapest at 18.8x versus Roku, Inc. at 156.4x.
03Which is the better long-term investment — CNVS or ROKU?
Over the past 5 years, Roku, Inc. (ROKU) delivered a total return of -76.7%, compared to -89.3% for Cineverse Corp. (CNVS). A $10,000 investment in ROKU five years ago would be worth approximately $2K today (assuming dividends reinvested). Over 10 years, the gap is even starker: ROKU returned +292.7% versus CNVS's -94.2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CNVS or ROKU?
By beta (market sensitivity over 5 years), Cineverse Corp. (CNVS) is the lower-risk stock at 1.49β versus Roku, Inc.'s 1.81β — meaning ROKU is approximately 22% more volatile than CNVS relative to the S&P 500. On balance sheet safety, Cineverse Corp. (CNVS) carries a lower debt/equity ratio of 1% versus 33% for Roku, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — CNVS or ROKU?
Cineverse Corp. (CNVS) is the more profitable company, earning 4.6% net margin versus 1.9% for Roku, Inc. — meaning it keeps 4.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CNVS leads at 10.1% versus -0.1% for ROKU. At the gross margin level — before operating expenses — CNVS leads at 50.4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — CNVS or ROKU?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is CNVS or ROKU better for a retirement portfolio?
For long-horizon retirement investors, Cineverse Corp. (CNVS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Roku, Inc. (ROKU) carries a higher beta of 1.81 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CNVS: -94.2%, ROKU: +292.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between CNVS and ROKU?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 8%
- Gross Margin > 26%