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Roblox (RBLX) Competitors

Roblox logo
$51.51 -0.73 (-1.40%)
(As of 11/20/2024 ET)

RBLX vs. APP, INFY, CRWD, TEAM, TTD, NTES, DDOG, EA, SNOW, and HUBS

Should you be buying Roblox stock or one of its competitors? The main competitors of Roblox include AppLovin (APP), Infosys (INFY), CrowdStrike (CRWD), Atlassian (TEAM), Trade Desk (TTD), NetEase (NTES), Datadog (DDOG), Electronic Arts (EA), Snowflake (SNOW), and HubSpot (HUBS). These companies are all part of the "computer software" industry.

Roblox vs.

Roblox (NYSE:RBLX) and AppLovin (NASDAQ:APP) are both large-cap consumer discretionary companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, risk, community ranking, analyst recommendations, valuation, institutional ownership, media sentiment, dividends and profitability.

Roblox presently has a consensus price target of $55.30, suggesting a potential upside of 7.36%. AppLovin has a consensus price target of $222.96, suggesting a potential downside of 31.44%. Given Roblox's higher possible upside, equities analysts clearly believe Roblox is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Roblox
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.73
AppLovin
1 Sell rating(s)
4 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.75

Roblox received 16 more outperform votes than AppLovin when rated by MarketBeat users. However, 54.92% of users gave AppLovin an outperform vote while only 47.66% of users gave Roblox an outperform vote.

CompanyUnderperformOutperform
RobloxOutperform Votes
122
47.66%
Underperform Votes
134
52.34%
AppLovinOutperform Votes
106
54.92%
Underperform Votes
87
45.08%

Roblox has a beta of 1.56, meaning that its stock price is 56% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 1.86, meaning that its stock price is 86% more volatile than the S&P 500.

AppLovin has a net margin of 26.85% compared to Roblox's net margin of -30.90%. AppLovin's return on equity of 122.24% beat Roblox's return on equity.

Company Net Margins Return on Equity Return on Assets
Roblox-30.90% -986.36% -16.20%
AppLovin 26.85%122.24%21.60%

91.1% of Roblox shares are held by institutional investors. Comparatively, 41.8% of AppLovin shares are held by institutional investors. 22.2% of Roblox shares are held by insiders. Comparatively, 14.7% of AppLovin shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, AppLovin had 29 more articles in the media than Roblox. MarketBeat recorded 52 mentions for AppLovin and 23 mentions for Roblox. AppLovin's average media sentiment score of 0.95 beat Roblox's score of 0.58 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Roblox
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AppLovin
30 Very Positive mention(s)
4 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

AppLovin has higher revenue and earnings than Roblox. Roblox is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Roblox$2.80B11.18-$1.15B-$1.64-31.41
AppLovin$4.29B25.44$356.71M$3.3098.55

Summary

AppLovin beats Roblox on 13 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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RBLX vs. The Competition

MetricRobloxPrepackaged software IndustryDiscretionary SectorNYSE Exchange
Market Cap$31.74B$24.99B$8.21B$19.85B
Dividend YieldN/A2.33%2.75%3.52%
P/E Ratio-31.4191.9618.9242.73
Price / Sales11.188.047.5619.27
Price / CashN/A87.3915.4717.86
Price / Book177.6211.015.475.52
Net Income-$1.15B$444.73M$265.65M$986.45M
7 Day Performance-2.33%-0.07%-1.45%0.45%
1 Month Performance27.78%4.17%-1.94%1.05%
1 Year Performance40.20%23.90%15.42%24.67%

Roblox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RBLX
Roblox
2.9667 of 5 stars
$51.51
-1.4%
$55.30
+7.4%
+36.1%$31.74B$2.80B-31.412,457Insider Trade
APP
AppLovin
3.4824 of 5 stars
$325.22
+1.3%
$222.96
-31.4%
+723.3%$109.14B$4.29B98.551,745Analyst Forecast
Gap Up
INFY
Infosys
2.2162 of 5 stars
$22.00
+1.2%
$20.85
-5.2%
+25.4%$91.10B$18.56B28.20317,240Analyst Downgrade
CRWD
CrowdStrike
4.5841 of 5 stars
$350.15
-0.9%
$333.82
-4.7%
+68.6%$85.83B$3.06B507.467,925Upcoming Earnings
Analyst Forecast
Positive News
TEAM
Atlassian
4.1398 of 5 stars
$245.45
-0.9%
$244.21
-0.5%
+31.9%$64.52B$4.36B0.0012,157Insider Trade
TTD
Trade Desk
3.348 of 5 stars
$123.90
+3.8%
$122.65
-1.0%
+84.1%$58.94B$1.95B203.113,115Gap Up
NTES
NetEase
4.4756 of 5 stars
$87.53
+2.2%
$107.29
+22.6%
-26.1%$55.02B$14.57B14.7929,128Dividend Announcement
DDOG
Datadog
4.7404 of 5 stars
$135.45
+1.5%
$150.96
+11.5%
+21.2%$46.02B$2.13B255.575,200Analyst Forecast
Insider Trade
EA
Electronic Arts
4.2945 of 5 stars
$166.71
+0.3%
$165.37
-0.8%
+23.1%$43.72B$7.56B42.8613,700Insider Trade
SNOW
Snowflake
4.7444 of 5 stars
$129.12
-0.9%
$171.59
+32.9%
-22.6%$43.66B$2.81B0.007,004Analyst Forecast
News Coverage
High Trading Volume
HUBS
HubSpot
4.2331 of 5 stars
$695.00
+1.8%
$672.68
-3.2%
+46.2%$35.88B$2.17B-2,573.987,663Insider Trade

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This page (NYSE:RBLX) was last updated on 11/21/2024 by MarketBeat.com Staff
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