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 $40.2B against $35.3B — 1.1× the size. Roblox Corporation grew revenue faster over the last twelve months: 32.1% against 3.05%. Take-Two Interactive Software, Inc. has the higher net margin (−3.75% vs −16.5%) and the lower return on invested capital (−1.82% vs 0.00%). Across the 18 metrics below, Roblox Corporation leads on 9 and Take-Two Interactive Software, Inc. on 9.

Valuation

Metric RBLX TTWO Electronic Gaming & Multimedia median
P/E n/m n/m 7.39
P/S 6.25 6.07 0.64
P/B n/m 10.59 0.77
Price to free cash flow 23.63 235.00 5.55
EV/EBITDA n/m 33.09 2.12
EV/Sales 5.88 6.18 0.77
Earnings yield (2.68%) (0.62%) (1.65%)
Free cash flow yield 4.23% 0.43% 0.22%

Profitability

Metric RBLX TTWO Electronic Gaming & Multimedia median
Gross margin 79.33% 56.59% 67.15%
Operating margin (19.76%) (2.82%) (12.93%)
Net margin (16.48%) (3.75%) (1.88%)
Free cash flow margin 26.47% 5.73% 0.00%
Return on equity (535.22%) (6.77%) 0.00%
Return on assets (10.43%) (2.47%) (1.24%)
Return on invested capital 0.00% (1.82%) 0.00%

Growth

Metric RBLX TTWO Electronic Gaming & Multimedia median
Revenue growth (TTM) 32.11% 3.05% 3.72%
EPS growth (last fiscal year) (6.94%) 93.67% (2.28%)
Revenue growth, 5-year CAGR 39.56% 14.56% (1.32%)
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric RBLX TTWO Electronic Gaming & Multimedia median
Debt to equity (37.37) 0.69 0.00
Current ratio 0.80 1.09 1.57
Net debt to EBITDA 1.92 0.43 0.35

Dividend

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

Size

Metric RBLX TTWO Electronic Gaming & Multimedia median
Market cap 35.28b 40.18b 77.82m

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