Roblox has developed a unique business, and we don't see any peers with a similar offering from both the user and creator sides of its product. That said, the ability to sufficiently monetize customers remains a work in progress, and there is plenty of free-to-play video game competition, even if competitors don't offer the menu and constant variety of games.
With almost 150 million daily active users, a young demographic, and a platform that can easily integrate advertising, Roblox has room to exponentially expand its currently small advertising business.
Games on Roblox are not overly sophisticated, so it's quite conceivable that another free game or fad could take users' attention off the platform.
|
Metric
|
RBLX
|
EA
|
|---|---|---|
Price/Earnings (Normalized) | — | 27.30 |
Price/Book Value | 85.63 | 7.74 |
Price/Sales | 6.83 | 7.02 |
Price/Cash Flow | 107.93 | 28.32 |
|
Metric
|
RBLX
|
EA
|
|---|---|---|
Quick Ratio | 0.71 | 0.95 |
Current Ratio | 0.89 | 1.05 |
Interest Coverage | −31.72 | 21.94 |
|
Metric
|
RBLX
|
EA
|
|---|---|---|
Return on Assets (Normalized) | −2.30% | 11.07% |
Return on Equity (Normalized) | −52.35% | 21.99% |
Return on Invested Capital (Normalized) | −15.49% | 16.78% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| NetEase Inc Ordinary Shares
NETTF
| — | LOCK|>@V! | $83B | |||
| NetEase Inc ADR
NTES
| LOCK|nzT#JM | LOCK|&TvG? | $83B | |||
| Electronic Arts Inc
EA
| LOCK|??#vy&V | LOCK|>&s^j | $52B | |||
| Nintendo Co Ltd
NTDOF
| — | LOCK|<@h | $52B | |||
| Nintendo Co Ltd ADR
NTDOY
| — | LOCK|J# | $52B | |||
| Take-Two Interactive Software Inc
TTWO
| LOCK|h?bHbCH | LOCK|XT?@> | $44B | |||
| Konami Group Corp ADR
KONMY
| — | LOCK|@?@Xw | $16B | |||
| NEXON Co Ltd ADR
NEXOY
| — | LOCK|G>r&% | $11B | |||
| GigaMedia Ltd
GIGM
| — | LOCK|L& | $15M |
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United States