Roblox Corporation (RBLX) Stock

Roblox Corporation (RBLX) is a Technology stock trading at $51.70 (as of 2026-07-17), with a market capitalization of $37.01B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Roblox Corporation operates an online entertainment platform for users to explore and for creators to build and run 3D experiences. It provides tools such as Roblox Studio and Roblox Client, along with offerings including Roblox Education and Roblox Cloud, serving customers in the United States, the United Kingdom, Canada, Europe, China, the Asia-Pacific, and other international markets.

Understand Roblox Corporation: how it makes money

Roblox Corporation operates an online entertainment platform with Roblox Studio (creator toolset), Roblox Client (user app), Roblox Education (learning experiences), and Roblox Cloud (infrastructure), and it generates revenue from these platform offerings.

Roblox shows very high gross profitability, but the company is still loss making at the operating level, so its profit model depends on converting gross profit into operating income by keeping operating costs in line with revenue growth.

Business quality (Weak): We have only limited segment detail, but we do have key profit profile figures (gross margin and operating margin) and a usable operating revenue metric (Roblox Revenue).

Bull case

  • Very strong gross margin: Gross margin is 79.6% (period ended 2026-03-31), which suggests the business generates substantial gross profit relative to revenue.
  • Operating leverage potential: Because gross margin is high, improvements in controlling operating costs and scaling revenue could help move results toward profitability (current operating margin is negative).

Bear case

  • Operating losses: Operating margin is -20.4% (period ended 2026-03-31), meaning operating expenses exceed operating gross profit.
  • Profitability hinges on operating cost discipline: With a negative operating margin, the key risk is that operating costs keep rising faster than revenue, preventing gross profit from turning into operating income.
Valuation — source: SEC EDGAR (first-party)
Price$51.70
Market Cap$37.01B
Price / Book90.04
Price / Sales6.99
FCF Yield4.1%
DCF Value (model)$34.73
DCF Upside vs Price-32.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$4.89B
Net Margin-21.8%
Revenue Growth (YoY)39.3%
EPS Growth (YoY)9.4%
FCF Growth (YoY)39.7%
Financial Health — source: SEC EDGAR
Altman Z-Score1.71 (distress)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Technology)34.7
Industry P/E (Business Services)30.7
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($5.14B)
Institutional Holders Tracked10
Congressional Trades (recent)8
Company
SectorTechnology
IndustryBusiness Services
CEODavid Baszucki
Employees2,474
CountryUS
IPO Date2021-03-10

Related Companies (Business model: Consumer Subscription Content (Streaming, News, Audio); 8 closest by market cap; US-domiciled)

  • The Walt Disney Company (DIS)
  • Electronic Arts Inc. (EA)
  • Take-Two Interactive Software, Inc. (TTWO)
  • TKO Group Holdings, Inc. (TKO)
  • Warner Music Group Corp. (WMG)
  • Liberty Live Group (LLYVK)
  • Life Time Group Holdings, Inc. (LTH)
  • Rumble Inc. (RUM)
RBLX earnings history · RBLX institutional & insider holders · RBLX KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.