SuperworthRoblox Corporation RBLX
Electronic Gaming & Multimedia, Technology
$46.41
+1.87%
- Market cap
- $33.2B
- PE
- —
- Forward PE
- Price to sales
- 5.8×
- EV/EBIT
- —
- Revenue, 12 months
- $5.7B
- +41% on a year ago
- Net margin
- −17.6%
- Free cash flow yield
- 5.0%
Roblox trades at 5.8× sales. Its trailing earnings are negative, so it has no PE. Revenue was $5.7B over the last twelve months, up 41% on a year earlier with a −18% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $749.9M | $801.3M | $893.5M | $919M | $988.2M+32% | $1B+29% | $1.1B+21% | $1.4B+48% | $1.4B+43% | $1.4B+39% | $1.5B+36% | |
| Cost of revenue | $171.7M | $178.9M | $198.6M | $205M | $218.7M+27% | $225M+26% | $236M+19% | $296.5M+45% | $315M+44% | $294M+31% | $292M+24% |
| Gross profit | $578.3M | $622.4M | $695M | $714M | $769.4M+33% | $810M+30% | $845M+22% | $1.1B+49% | $1.1B+43% | $1.1B+42% | $1.2B+39% |
| R&D | $341.1M | $362.1M | $361.7M | $365.4M | $355M+4% | $374M+3% | $385M+6% | $398.3M+9% | $409.8M+15% | $422M+13% | $420M+9% |
| SG&A | $147.3M | $133.4M | $141.9M | $151.3M | $155.1M+5% | $167M+25% | $205M+44% | $212.1M+40% | $242.3M+56% | $273M+64% | $260M+27% |
| −$355.2M | −$302.3M | −$237.9M | −$278.9M | −$244.1M−31% | −$255M−16% | −$322M+35% | −$296.5M+6% | −$358.6M+47% | −$294M+15% | −$229M−29% | |
| Interest expense | $10.3M | $10.4M | $10.2M | $10.3M | $10.3M+0% | $10M−4% | $10M−2% | $10M−3% | $10.1M−3% | $10M+0% | $10M+0% |
| Pre-tax income | −$325.1M | −$270.9M | −$207.1M | −$240.1M | −$218.4M−33% | −$215M−21% | −$279M+35% | −$256.6M+7% | −$317.2M+45% | −$247M+15% | −$183M−34% |
| $277K | $1.1M | $110K | $303K | $2.6M+856% | $863K−18% | $1M+809% | $803K+165% | $954K−64% | $1M+16% | $2M+100% | |
| Net income | −$323.7M | −$270.6M | −$205.9M | −$239.3M | −$219.6M−32% | −$215M−21% | −$278M+35% | −$255.6M+7% | −$316M+44% | −$246M+14% | −$183M−34% |
| −$0.52 | −$0.43 | −$0.32 | −$0.37 | −$0.33−37% | −$0.32−26% | −$0.41+28% | −$0.37+0% | −$0.45+36% | −$0.35+9% | −$0.26−37% | |
| 626.8M | 635M | 642.8M | 651M | 660.9M+5% | 671.7M+6% | 684.8M+7% | 697.3M+7% | 701.9M+6% | 711.7M+6% | 716.8M+5% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Technology within ten times Roblox's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| RBLXRoblox Corporation | $33.2B | — | — | 5.8× | +41% | −17.6% | |
| ONON Semiconductor Corporation | $32.1B | 52.9× | 23.6× | 5.2× | −3% | 10.2% | |
| JBLJabil Inc. | $31.4B | 37.4× | 25.8× | 0.9× | +18% | 2.6% | |
| ROPRoper Technologies, Inc. | $35.5B | 14.9× | 30.8× | 4.3× | +11% | 30.2% | |
| SMCISuper Micro Computer, Inc. | $29.5B | 13.8× | 18.4× | 0.8× | +78% | 5.7% | |
| HPQHP Inc. | $29.1B | 12.3× | 9.7× | 0.5× | +8% | 4.1% | |
| OKTAOkta, Inc. | $38.1B | 131× | 104× | 12.4× | +11% | 9.6% | |
| UIUbiquiti Inc. | $38.4B | 40.0× | 34.5× | 11.7× | +27% | 29.3% | |
| TDYTeledyne Technologies Incorporated | $28B | 29.2× | 29.2× | 4.4× | +8% | 15.3% | |
| ZMZoom Communications, Inc. | $27.7B | 8.8× | 32.3× | 5.5× | +5% | 65.2% | |
| QQnity Electronics, Inc. | $27.1B | 46.3× | 44.6× | 5.2× | +15% | 12.4% | |
| Peer median | $30.5B | 33.3× | 30.0× | 4.8× | +11% | 11.3% |
About
- Industry
- Electronic Gaming & Multimedia
- Sector
- Technology
Valuation data, not investment advice. Prices as of .