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

Roblox Corporation and Take-Two Interactive Software, Inc. are both Electronic Gaming & Multimedia companies. Roblox Corporation and Take-Two Interactive Software, Inc. are of similar size ($38.3B and $36.3B). 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 12 and Roblox Corporation on 7.

Valuation

Metric RBLX TTWO Electronic Gaming & Multimedia median
P/E n/m n/m 6.17
P/S 6.40 5.72 0.96
P/B 281.87 10.60 0.95
Price to free cash flow 22.17 128.05 6.61
EV/EBITDA n/m 32.53 1.34
EV/Sales 6.04 5.82 0.78
Earnings yield (2.82%) (0.84%) (2.82%)
Free cash flow yield 4.51% 0.78% 0.00%

Profitability

Metric RBLX TTWO Electronic Gaming & Multimedia median
Gross margin 78.94% 56.04% 66.37%
Operating margin (20.73%) (2.41%) (13.43%)
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%) (3.42%)
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% 11.41%
EPS growth (last fiscal year) (6.94%) 93.67% 0.00%
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 0.21

Dividend

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

Size

Metric RBLX TTWO Electronic Gaming & Multimedia median
Market cap 36.25b 38.32b 66.14m

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