COMPARE · Data as of August 21, 2026
MSGE vs ROKU
Verdict: Side-by-side breakdown using the Bull Rankings model. MSGE scored 72.0, ROKU scored 60.2 — MSGE leads.
Compare another set
MSGE
Madison Square Garden Entertainment Corp.
72
$79.89 · $3.8B
fundamentals as of
Score gap
11.8
MSGE leads
ROKU
Roku, Inc. Class A Common Stock
60.2
$157.49 · $23.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMSGE57.9x
- Fastest growthROKU+18.5%
- Highest qualityMSGE85 / 100
- Largest discount to fair valueMSGE-66%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
MSGE
stronger →← stronger
ROKU
85
Qualityreturns · margins · balance sheet
56
79
Growthrevenue & earnings expansion
92
60
Valuevaluation vs sector peers
42
MSGE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MSGE
ROKU
$313mC
FCF
$710mC+
+12.5%B+
Rev
+18.5%B+
—
D/E
0.17A-
57.9xC
P/E
66.7xC
0.36A
PEG
0.89B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MSGE
ROKU
66% below
Price vs fair valuelower is cheaper
145% above
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~41%/yr
+124%
1-yr DCF upside
-68%
+198%
5-yr DCF upside
-59%
+358%
10-yr DCF upside
-42%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MSGE
Why this score
- Short track record
ROKU
Why this score
- Diluting shareholders
The companies
MSGEMadison Square Garden Entertainment Corp.
Why now
Entertainment · market cap $3.8b. 12% off the 52-week high of $90.41. Revenue growing +13%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $91.63 (implying +15% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 57.9x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
ROKURoku, Inc. Class A Common Stock
Why now
Entertainment · market cap $23.4b. Trading near 52-week high of $159.69 — momentum setup, limited technical margin of safety. Revenue growing +19%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $162.45 (implying +3% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 66.7x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 2.04 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where MSGE and ROKU diverge
On the headline score the gap is 11.8 points in favor of MSGE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityMSGE 84.6 · ROKU 56.1MSGE +28.5
- ValueMSGE 59.5 · ROKU 42.1MSGE +17.4
- GrowthMSGE 79.0 · ROKU 92.4ROKU +13.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.