COMPARE · Reviewed August 3, 2026
RBLX vs TTWO
Verdict: Side-by-side breakdown using the Bull Rankings model. RBLX scored 37.3, TTWO scored 31.2 — RBLX leads.
Compare another set
Different reporting periods. RBLX's fundamentals are as of June 2026, but TTWO's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
RBLX
Roblox Corporation
37.3
$37.73 · $27.0B
fundamentals as of
Score gap
6.1
RBLX leads
TTWO
Take-Two Interactive Software, Inc.
31.2
$241.07 · $45.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
RBLX
stronger →← stronger
TTWO
31
Qualityreturns · margins · balance sheet
24
100
Growthrevenue & earnings expansion
91
17
Valuevaluation vs sector peers
14
RBLX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
RBLX
TTWO
$1.6bC+
FCF
$462mC
+41.3%A
Rev
+18.2%B+
—
D/E
0.84C+
4.7xC
P/S
6.8xC
8.18D
PEG
3.39D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
RBLX
TTWO
2% below
Price vs fair valuelower is cheaper
310% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~53%/yr
-20%
1-yr DCF upside
-81%
+2%
5-yr DCF upside
-76%
+46%
10-yr DCF upside
-64%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
RBLX
Why this score
- Diluting shareholders
TTWO
Why this score
- Diluting shareholders
The companies
RBLXRoblox Corporation
Why now
Electronic Gaming & Multimedia · market cap $27.0b. Down 73% from 52-week high of $142.00 — deep drawdown territory. Revenue growing +41% — in hypergrowth territory. 33 sell-side analysts rate this a Buy with a mean 1-yr target of $56.06 (implying +49% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -17.7%) — path to GAAP profitability is the core thesis risk. Down 73% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
TTWOTake-Two Interactive Software, Inc.
Why now
Electronic Gaming & Multimedia · market cap $45.1b. 9% off the 52-week high of $265.94. Revenue growing +18%, comfortably above the S&P median. 29 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $284.14 (implying +18% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -4.5%) — path to GAAP profitability is the core thesis risk. ROE -8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.