Forecast Of The Day: Roku’s Average Revenue Per User

May 18th, 2022 · by Trefis Team
ROKUYTD+41.4%SPYYTD+14.2%XLCYTD-4.6%
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What?

Roku’s (NASDAQ:ROKU) Average Revenue Per User from its platform business rose from $23 in 2019 to around $41 in 2021. Trefis expects the metric to grow to over $55 by 2023.

Why?

Growth is being driven by rising advertising and content-related sales on the platform.

So What?

We think Roku stock is undervalued. We value Roku at $142 per share, about 40% ahead of the current market price.

See Our Complete Analysis For Roku

What if you’re looking for a more balanced portfolio instead? Our high-quality portfolio and multi-strategy portfolio have beaten the market consistently since the end of 2016.

Returns May 2022
MTD [1]		 2022
YTD [1]		 2017-22
Total [2]
 ROKU Return 5% -57% 89%
 S&P 500 Return -1% -14% 83%
 Trefis Multi-Strategy Portfolio -3% -19% 217%

[1] Month-to-date and year-to-date as of 5/18/2022
[2] Cumulative total returns since the end of 2016

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