Roblox Corp (RBLX)vsSkillz Platform Inc (SKLZ)
RBLX
Roblox Corp
$45.50
+1.38%
COMMUNICATION SERVICES · Cap: $32.02B
SKLZ
Skillz Platform Inc
$8.84
+6.25%
COMMUNICATION SERVICES · Cap: $136.57M
Smart Verdict
WallStSmart Research — data-driven comparison
Roblox Corp generates 4990% more annual revenue ($5.69B vs $111.70M). RBLX leads profitability with a -17.6% profit margin vs -57.5%. SKLZ earns a higher WallStSmart Score of 47/100 (D+).
RBLX
Hold36
out of 100
Grade: F
SKLZ
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.5%
Fair Value
$78.81
Current Price
$45.50
$33.31 discount
Margin of Safety
+52.7%
Fair Value
$6.93
Current Price
$8.84
$1.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Reasonable price relative to book value
Revenue surging 32.9% year-over-year
Earnings expanding 3054.0% YoY
Areas to Watch
0.0% earnings growth
Expensive relative to growth rate
Trading at 216.7x book value
ROE of -658.3% — below average capital efficiency
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -65.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : RBLX
The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 35.9% demonstrates continued momentum.
Bull Case : SKLZ
The strongest argument for SKLZ centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 32.9% demonstrates continued momentum.
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.
Bear Case : SKLZ
The primary concerns for SKLZ are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
SKLZ carries more volatility with a beta of 4.60 — 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.
Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SKLZ scores higher overall (47/100 vs 36/100) and 32.9% 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.
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 →Skillz Platform Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Skillz Inc. operates a mobile gaming platform that connects gamers globally. The company is headquartered in San Francisco, California.
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