The analysis compares Roku (ROKU) and The Trade Desk (TTD), highlighting their revenue growth, cash flow to sales ratio, and return on invested capital (ROIC). Revenue growth from 2015 to 2024 shows Roku increasing from $0.3 billion to $4.4 billion (CAGR of 31.7%), while TTD increased from $0.1 billion to $2.7 billion (CAGR of 39.4%). TTD demonstrates a superior operating cash flow to sales ratio. The analyst expects Roku to ramp up revenue in the near term due to expansion to the market manufacturing and selling TVs. Based on a DCF calculation, Roku has an estimated intrinsic value of $101.06 per share, while The Trade Desk has an estimated intrinsic value per share of $67.33. Forward price to operating cash flow show Trade Desk at 26 and Roku at 18. The analyst owns Trade Desk stock and prefers it over Roku.