Electronic Arts Inc (EA)vsRoblox Corp (RBLX)
EA
Electronic Arts Inc
$209.70
-0.10%
COMMUNICATION SERVICES · Cap: $52.92B
RBLX
Roblox Corp
$38.15
+1.57%
COMMUNICATION SERVICES · Cap: $26.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Electronic Arts Inc generates 38% more annual revenue ($7.85B vs $5.69B). EA leads profitability with a 13.8% profit margin vs -17.6%. EA appears more attractively valued with a PEG of 1.30. EA earns a higher WallStSmart Score of 67/100 (B-).
EA
Strong Buy67
out of 100
Grade: B-
RBLX
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.5%
Fair Value
$112.02
Current Price
$209.70
$97.68 premium
Margin of Safety
+13.0%
Fair Value
$79.33
Current Price
$38.15
$41.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 97.5% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 25.8%
18.9% revenue growth
Revenue surging 35.9% year-over-year
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
0.0% earnings growth
Expensive relative to growth rate
Trading at 181.7x book value
ROE of -658.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : EA
The strongest argument for EA centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 18.9% demonstrates continued momentum. PEG of 1.30 suggests the stock is reasonably priced for its growth.
Bull Case : RBLX
The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 35.9% demonstrates continued momentum.
Bear Case : EA
The primary concerns for EA are Piotroski F-Score, P/E Ratio, Free Cash Flow. A P/E of 59.9x 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 12.08 is elevated, increasing financial risk.
Key Dynamics to Monitor
EA profiles as a growth stock while RBLX is a hypergrowth play — different risk/reward profiles.
RBLX carries more volatility with a beta of 1.46 — expect wider price swings.
RBLX is growing revenue faster at 35.9% — sustainability is the question.
RBLX generates stronger free cash flow (294M), providing more financial flexibility.
Bottom Line
EA scores higher overall (67/100 vs 36/100) and 18.9% revenue growth. Both earn "Strong Buy" 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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