Roblox vs Take-Two Interactive
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KIRAβs take AI analyst
I put Roblox and Take-Two Interactive side by side, using each oneβs latest annual report. Here is what stands out:
- Take-Two Interactive is the larger business, with $6.7B of revenue in fiscal 2026 against $4.9B for Roblox.
- Roblox grew revenue faster (35.8%, against 18.2%).
- Take-Two Interactive kept more of each dollar of sales as operating profit (β1.6% operating margin, against β25.2%).
- Roblox turned more of its sales into free cash flow (27.7% FCF margin, against 6.9%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Roblox
RBLX
4/8
Revenue growth5-year growthGross marginFCF margin
Take-Two Interactive
TTWO
4/8
Operating marginNet marginPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | RBLX FY25 | TTWO FY26 |
|---|---|---|
| Size | ||
| Market cap | $39.0B | $37.9B |
| Revenue | $4.9B | $6.7B |
| Free cash flow | $1.4B | $462M |
| Net income | β$1.1B | β$298M |
| Growth | ||
| Revenue growth | 35.8% | 18.2% |
| 5-year growth | 39.6% | 14.6% |
| Share count change | 6.5% | 5.0% |
| Profitability | ||
| Gross margin | 78.1% | 57.2% |
| Operating margin | β25.2% | β1.6% |
| Net margin | β21.8% | β4.5% |
| FCF margin | 27.7% | 6.9% |
| Return on capital | β | β2.0% |
| Return on equity | β | β10.6% |
| Balance sheet | ||
| Net debt | β$1.9B | $529M |
| Net debt / EBITDA | β | 5.6x |
| Dividends and buybacks | $0.0M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.