Roblox Corporation - Ordinary Shares - Class A

Roblox Corporation - Ordinary Shares - Class A

RBLX

Market Cap$43.78B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Roblox Corporation - Ordinary Shares - Class ARoblox Corporation - Ordinary Shares - Class A-47.2--469%15.916.6

Earnings Call Q4 2024

February 6, 2025 - AI Summary

Strong Financial Performance: Roblox reported Q4 revenue of $988 million, a 32% year-on-year increase, surpassing guidance expectations of $960 million. Bookings reached $1.362 billion, up 21% year-on-year, exceeding the top end of their guidance. Annual free cash flow also saw impressive growth, rising over five times from $124 million in 2023 to $641 million in 2024.
User Growth and Engagement Trends: Daily Active Users (DAUs) in Q4 increased to 85.3 million, representing a 19% annual growth. Significant growth in emerging markets like Japan and India exceeded 50%. Over 61% of DAUs are now over the age of 13, suggesting successful efforts in aging up the user base and expanding engagement beyond younger audiences.
Investment in Developer Community: Roblox shared $922 million with developers in 2024, with Q4 DevEx totaling $280 million, marking a 27% year-on-year increase. This reflects the company's commitment to driving more revenue to creators. The economic strategy aims to enhance the overall gaming ecosystem, targeting 10% market share in gaming content over the coming years.

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$53.00

Target Price by Analysts

16.7% downsideRoblox Target Price DetailsTarget Price
$54.19

Current Fair Value

14.8% downside

Overvalued by 14.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$43.78 Billion
Enterprise Value$46.74 Billion
Dividend Yield$0 (0%)
Earnings per Share$-1.44
Beta1.47
Outstanding Shares660,900,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio-47.16
PEG345.5
Price to Sales15.91
Price to Book Ratio-
Enterprise Value to Revenue17.37
Enterprise Value to EBIT-39.8
Enterprise Value to Net Income-45
Total Debt to Enterprise0.08
Debt to Equity16.6

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Roblox Corporation

830 employees

Roblox's mission is to build a human co-experience platform that enables shared experiences among billions of users. Every day, more than 36 million people around the world have fun with friends as they explore millions of immersive digi...