WallStSmart

Roblox Corp (RBLX)vsSohu.Com Inc (SOHU)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Roblox Corp generates 798% more annual revenue ($5.30B vs $589.97M). SOHU leads profitability with a 35.2% profit margin vs -20.7%. RBLX appears more attractively valued with a PEG of 8.18. SOHU earns a higher WallStSmart Score of 54/100 (C-).

RBLX

Hold

36

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 4.3Quality: 3.5
Piotroski: 5/9Altman Z: -0.59

SOHU

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 5.5Value: 7.3Quality: 7.3
Piotroski: 5/9Altman Z: 3.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

RBLXUndervalued (+7.7%)

Margin of Safety

+7.7%

Fair Value

$74.74

Current Price

$48.67

$26.07 discount

UndervaluedFair: $74.74Overvalued
SOHUUndervalued (+67.5%)

Margin of Safety

+67.5%

Fair Value

$50.45

Current Price

$13.76

$36.69 discount

UndervaluedFair: $50.45Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RBLX1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
39.3%10/10

Revenue surging 39.3% year-over-year

SOHU4 strengths · Avg: 10.0/10
P/E RatioValuation
1.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
35.2%10/10

Keeps 35 of every $100 in revenue as profit

Altman Z-ScoreHealth
3.3310/10

Safe zone — low bankruptcy risk

Areas to Watch

RBLX4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Debt/EquityHealth
1.453/10

Elevated debt levels

PEG RatioValuation
8.182/10

Expensive relative to growth rate

Price/BookValuation
81.1x2/10

Trading at 81.1x book value

SOHU4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Market CapQuality
$393.25M3/10

Smaller company, higher risk/reward

PEG RatioValuation
21.442/10

Expensive relative to growth rate

EPS GrowthGrowth
-75.7%2/10

Earnings declined 75.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : RBLX

The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 39.3% demonstrates continued momentum.

Bull Case : SOHU

The strongest argument for SOHU centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 35.2% and operating margin at -4.8%.

Bear Case : RBLX

The primary concerns for RBLX are EPS Growth, Debt/Equity, PEG Ratio.

Bear Case : SOHU

The primary concerns for SOHU are Revenue Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

RBLX profiles as a hypergrowth stock while SOHU is a value play — different risk/reward profiles.

RBLX carries more volatility with a beta of 1.41 — expect wider price swings.

RBLX is growing revenue faster at 39.3% — sustainability is the question.

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

Bottom Line

SOHU scores higher overall (54/100 vs 36/100), backed by strong 35.2% margins. Both earn "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.

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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Sohu.Com Inc

COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · China

Sohu.com Limited provides online media, games and search products and services on PC and mobile devices in China. The company is headquartered in Beijing, China.

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