Electronic Arts Inc (EA)vsRoblox Corp (RBLX)
EA
Electronic Arts Inc
$202.34
+0.36%
COMMUNICATION SERVICES · Cap: $50.46B
RBLX
Roblox Corp
$56.65
+3.00%
COMMUNICATION SERVICES · Cap: $38.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Electronic Arts Inc generates 49% more annual revenue ($7.31B vs $4.89B). EA leads profitability with a 9.3% profit margin vs -21.8%. EA appears more attractively valued with a PEG of 1.76. EA earns a higher WallStSmart Score of 41/100 (D).
EA
Hold41
out of 100
Grade: D
RBLX
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1018.0%
Fair Value
$18.09
Current Price
$202.34
$184.25 premium
Intrinsic value data unavailable for RBLX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.8B in free cash flow
Revenue surging 43.2% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 8.2x book value
1.0% revenue growth
Premium valuation, high expectations priced in
0.0% earnings growth
Expensive relative to growth rate
Trading at 101.2x book value
ROE of -3.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : EA
The strongest argument for EA centers on Market Cap, Free Cash Flow.
Bull Case : RBLX
The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : EA
The primary concerns for EA are PEG Ratio, Price/Book, Revenue Growth. A P/E of 75.8x leaves little room for execution misses.
Bear Case : RBLX
The primary concerns for RBLX are EPS Growth, PEG Ratio, Price/Book. Debt-to-equity of 4.15 is elevated, increasing financial risk.
Key Dynamics to Monitor
EA profiles as a value stock while RBLX is a hypergrowth play — different risk/reward profiles.
RBLX carries more volatility with a beta of 1.63 — expect wider price swings.
RBLX is growing revenue faster at 43.2% — sustainability is the question.
EA generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
EA scores higher overall (41/100 vs 36/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Electronic Arts Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. It is the second-largest gaming company in the Americas and Europe by revenue and market capitalization after Activision Blizzard and ahead of Take-Two Interactive, and Ubisoft as of May 2020.
Visit Website →Roblox Corp
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Roblox Corporation develops and operates an online entertainment platform. The company is headquartered in San Mateo, California.
Visit Website →Compare with Other ELECTRONIC GAMING & MULTIMEDIA Stocks
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