Roblox Corporation (RBLX) vs Take-Two Interactive Software, Inc. (TTWO)

Roblox Corporation and Take-Two Interactive Software, Inc. are both Electronic Gaming & Multimedia companies. Take-Two Interactive Software, Inc. is the larger, with a market value of $37.9B against $30.0B — 1.3× the size. Roblox Corporation grew revenue faster over the last twelve months: 41.3% against 15.3%. Take-Two Interactive Software, Inc. has the higher net margin (−4.79% vs −17.6%) and the lower return on invested capital (−2.35% vs 0.00%). Across the 19 metrics below, Take-Two Interactive Software, Inc. leads on 10 and Roblox Corporation on 9.

Valuation

Metric RBLX TTWO Electronic Gaming & Multimedia median
P/E n/m n/m 7.19
P/S 5.30 5.63 1.08
P/B 233.70 10.44 1.03
Price to free cash flow 18.38 126.14 6.43
EV/EBITDA n/m 32.05 3.38
EV/Sales 4.95 5.74 0.84
Earnings yield (3.40%) (0.85%) (3.40%)
Free cash flow yield 5.44% 0.79% 0.00%

Profitability

Metric RBLX TTWO Electronic Gaming & Multimedia median
Gross margin 78.94% 56.04% 70.26%
Operating margin (20.73%) (2.41%) (8.19%)
Net margin (17.61%) (4.79%) (9.89%)
Free cash flow margin 28.84% 4.47% 0.00%
Return on equity (429.03%) (9.04%) 0.00%
Return on assets (11.38%) (3.42%) (1.43%)
Return on invested capital 0.00% (2.35%) 0.00%

Growth

Metric RBLX TTWO Electronic Gaming & Multimedia median
Revenue growth (TTM) 41.32% 15.30% 13.58%
EPS growth (last fiscal year) (6.94%) 93.67% (4.55%)
Revenue growth, 5-year CAGR 39.56% 14.56% (2.72%)
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric RBLX TTWO Electronic Gaming & Multimedia median
Debt to equity 7.82 0.70 0.00
Current ratio 0.82 1.06 1.61
Net debt to EBITDA 1.92 0.43 0.07

Dividend

Metric RBLX TTWO Electronic Gaming & Multimedia median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric RBLX TTWO Electronic Gaming & Multimedia median
Market cap 29.99b 37.86b 57.21m

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