ROKU vs TDS
Roku Inc. vs Telephone and Data Systems, Inc. — AI-powered side-by-side comparison
VS
TDS
Telephone and Data Systems, Inc.
54
Watch
| Metric | ROKU | TDS |
|---|
| AI Score |
66
|
54
|
| Price |
$150.93
|
$33.38
|
| P/E Ratio |
62.88×
|
7.84×
|
| ROE |
3.3%
|
-0.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.5%
|
28.7%
|
| Debt / Equity |
0.14×
|
0.24×
|
| Dividend Yield |
0.0%
|
31.2%
|
| RSI (14) |
76.7
|
41.1
|
| Beta |
2.044
|
0.347
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ROKU versus TDS.
ROKU leads by 12 points.
ROKU scores 66/100 (Buy) versus TDS at 54/100 (Watch).
ROKU Committee View
67% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. Value Analyst remains cautious — p/e of 63.6 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 63.6 is expensive by classic value standards — Value
- Price-to-book of 6.0x prices in significant intangible value — Value
- RSI at 77 is in overbought territory — Technical
TDS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -56.0% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.9x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 26.7 is moderate-to-rich — Value
- ROE of only 2.7% -- cheap may mean cheap for a reason — Value
- Revenue declining -56.0% YoY -- this is not a growth story right now — Growth