Stacking Up RBLX Against Its Peers – Is It Still a Buy?
Here is how Roblox (RBLX) stacks up against its peers in size, valuation, growth and margin.
- RBLX’s operating margin of -26.5% is negative, and lowest among peers; PLTR has 13.0%.
- RBLX’s revenue growth of 30.2% in the last 12 months is solid, outpacing NET, HUBS, MDB, TTWO but lagging PLTR.
- RBLX’s stock gained 231.9% over the past year, though peers like PLTR delivered stronger returns.
| RBLX | NET | PLTR | HUBS | MDB | TTWO | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 92.5 | 71.8 | 371.9 | 27.1 | 19.3 | 39.4 |
| Revenue ($ Bil) | 3.8 | 1.8 | 3.1 | 2.7 | 2.1 | 5.6 |
| PE Ratio | -105.2 | -878.7 | 651.7 | -1,173.3 | -224.0 | -8.8 |
| LTM Revenue Growth | 30.2% | 27.8% | 33.5% | 19.2% | 19.2% | 5.3% |
| LTM Operating Margin | -26.5% | -8.7% | 13.0% | -2.5% | -8.1% | -13.1% |
| LTM FCF Margin | 22.9% | 10.4% | 42.3% | 17.9% | 7.9% | -3.8% |
| 12M Market Return | 231.9% | 168.0% | 488.9% | 4.6% | -5.7% | 48.0% |
Roblox develops and operates an online platform enabling creators to build, publish, and manage 3D experiences and content globally.
Why does this matter? RBLX just went up 36.9% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell RBLX Stock to see if Roblox holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through RBLX Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| RBLX | 30.2% | – | 28.7% | 25.8% | 15.9% |
| NET | 27.8% | – | 28.8% | 33.0% | 48.6% |
| PLTR | 33.5% | – | 28.8% | 16.7% | 23.6% |
| HUBS | 19.2% | – | 21.1% | 25.4% | 33.1% |
| MDB | 19.2% | 19.2% | 31.1% | 47.0% | |
| TTWO | 5.3% | 5.3% | -0.0% | 52.6% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| RBLX | -26.5% | – | -29.5% | -45.0% | -41.5% |
| NET | -8.7% | – | -9.3% | -14.3% | -20.6% |
| PLTR | 13.0% | – | 10.8% | 5.4% | -8.5% |
| HUBS | -2.5% | – | -2.4% | -4.8% | -5.9% |
| MDB | -8.1% | -10.8% | -13.9% | -27.0% | |
| TTWO | -13.1% | -13.1% | -21.4% | -21.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| RBLX | -80.3 | – | -40.1 | -24.5 | -18.3 |
| NET | -828.6 | – | -466.5 | -151.0 | -76.3 |
| PLTR | 347.3 | – | 368.2 | 175.7 | -35.5 |
| HUBS | -1289.9 | – | 7705.1 | -176.0 | -129.5 |
| MDB | -165.1 | -134.5 | -164.9 | -39.1 | |
| TTWO | -8.2 | -7.2 | -7.3 | -14.8 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.