WallStSmart

GameSquare Holdings Inc. (GAME)vsRoblox Corp (RBLX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Roblox Corp generates 8956% more annual revenue ($5.69B vs $62.78M). RBLX leads profitability with a -17.6% profit margin vs -96.0%. RBLX earns a higher WallStSmart Score of 36/100 (F).

GAME

Hold

36

out of 100

Grade: F

Growth: 7.3Profit: 2.5Value: 5.0Quality: 3.0
Piotroski: 3/9Altman Z: -3.32

RBLX

Hold

36

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 4.3Quality: 3.0
Piotroski: 5/9Altman Z: -0.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GAME.

RBLXUndervalued (+12.5%)

Margin of Safety

+12.5%

Fair Value

$78.81

Current Price

$45.50

$33.31 discount

UndervaluedFair: $78.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GAME1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
137.2%10/10

Revenue surging 137.2% year-over-year

RBLX1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
35.9%10/10

Revenue surging 35.9% year-over-year

Areas to Watch

GAME4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$39.32M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

Debt/EquityHealth
1.363/10

Elevated debt levels

RBLX4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

PEG RatioValuation
8.182/10

Expensive relative to growth rate

Price/BookValuation
216.7x2/10

Trading at 216.7x book value

Return on EquityProfitability
-658.3%2/10

ROE of -658.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : GAME

The strongest argument for GAME centers on Revenue Growth. Revenue growth of 137.2% demonstrates continued momentum.

Bull Case : RBLX

The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 35.9% demonstrates continued momentum.

Bear Case : GAME

The primary concerns for GAME are EPS Growth, Market Cap, Operating Margin.

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

GAME carries more volatility with a beta of 2.45 — expect wider price swings.

GAME is growing revenue faster at 137.2% — sustainability is the question.

RBLX generates stronger free cash flow (294M), providing more financial flexibility.

Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GAME scores higher overall (36/100 vs 36/100) and 137.2% revenue growth. 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.

GameSquare Holdings Inc.

COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA

Engine Media Holdings, Inc., is dedicated to the development and sale of gaming applications. The company is headquartered in Toronto, Canada.

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.

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