The video provides a fundamental analysis of Roku (ROKU) stock. Initially, the video mentions that Roku has increased by over 28% year-to-date in 2025. It is stated Roku enables TVs and streaming content connections with consumers, and consumers prefer watching content via streaming versus legacy methods like cable or satellite. Roku's revenue has grown significantly from $0.3 billion to $4.4 billion over the past decade, resulting in a CAGR of 32%. It mentions two revenue segments: the physical product and the platform segments. A break-even on hardware sales is good to connect you to their profitable ecosystem. The operating system is number one in the US, Mexico, and Canada, the video says. According to the DCF model, Roku's business is worth $101.06 per share, versus the current market price is approximately $95.33. Applying a margin of safety, the stock looks fairly valued with a forward P/OCF ratio of 17.93, it's slightly undervalued based on longer-term tailwinds for the streaming industry.