Pinterest vs Roblox
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KIRAβs take AI analyst
I put Pinterest and Roblox side by side, using each oneβs latest annual report. Here is what stands out:
- Roblox is the larger business, with $4.9B of revenue in fiscal 2025 against $4.2B for Pinterest.
- Roblox grew revenue faster (35.8%, against 15.8%).
- Pinterest kept more of each dollar of sales as operating profit (7.6% operating margin, against β25.2%).
- Pinterest turned more of its sales into free cash flow (29.7% FCF margin, against 27.7%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
PINS
5/8
Gross marginOperating marginNet marginFCF marginShare count change
Roblox
RBLX
3/8
Revenue growth5-year growthPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | PINS FY25 | RBLX FY25 |
|---|---|---|
| Size | ||
| Market cap | $12.0B | $39.0B |
| Revenue | $4.2B | $4.9B |
| Free cash flow | $1.3B | $1.4B |
| Net income | $417M | β$1.1B |
| Growth | ||
| Revenue growth | 15.8% | 35.8% |
| 5-year growth | 20.1% | 39.6% |
| Share count change | β1.5% | 6.5% |
| Profitability | ||
| Gross margin | 80.1% | 78.1% |
| Operating margin | 7.6% | β25.2% |
| Net margin | 9.9% | β21.8% |
| FCF margin | 29.7% | 27.7% |
| Return on capital | 13.2% | β |
| Return on equity | 8.8% | β |
| Balance sheet | ||
| Net debt | β$2.5B | β$1.9B |
| Net debt / EBITDA | β7.2x | β |
| Dividends and buybacks | $927M | $0.0M |
| Valuation & quality | ||
| P/E | 62.4x | β |
| Piotroski F-score | 5 | 6 |
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.