GOOGL vs ROKU

Alphabet continues to demonstrate exceptional financial performance and strategic vision, highlighted by strong Q4 2025 earnings with 18% YoY revenue growth and 34% YoY EPS growth, driven by robust Search and 48% growth in Google Cloud. Its leadership in AI, vast infrastructure, and effective capital allocation (including massive CapEx into AI/Cloud) solidify its position as a top-tier compounding...

Score Change Explanation: The 4-point increase from the previous score of 80/100 primarily reflects Roku's material achievement of sustained profitability and robust free cash flow generation in fiscal year 2025. The company reported a net income profit of $88.4 million and significantly improved adjusted EBITDA and free cash flow, indicating strong execution on its path to financial health, a key...