This article analyzes Netflix (NFLX) and Roku (ROKU) as potential buy-the-dip streaming stock targets, highlighting their different roles in the streaming ecosystem: Netflix as a content creator and Roku as a platform. It compares their growth strategies, revenue projections, and critically, their EPS growth and revisions. While Netflix offers a more reasonable forward earnings multiple and consistent EPS growth, Roku shows a compelling trend of positive EPS revisions and a “Strong Buy” Zacks Rank fueled by its unique platform strategy and advertising growth.
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Netflix vs. Roku: Which Streaming Stock is the Better Buy-the-Dip Target?
This article analyzes Netflix (NFLX) and Roku (ROKU) as potential buy-the-dip streaming stock targets, highlighting their different roles in the streaming ecosystem: Netflix as a content creator and Roku as a platform. It compares their growth strategies, revenue projections, and critically, their EPS growth and revisions. While Netflix offers a more reasonable forward earnings multiple and consistent EPS growth, Roku shows a compelling trend of positive EPS revisions and a “Strong Buy” Zacks Rank fueled by its unique platform strategy and advertising growth.