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Roblox (RBLX) Competitors

Roblox logo
$56.96 -0.30 (-0.52%)
As of 04/14/2025 03:58 PM Eastern

RBLX vs. SHOP, CRWD, APP, INFY, NTES, TEAM, SNOW, EA, VEEV, and NET

Should you be buying Roblox stock or one of its competitors? The main competitors of Roblox include Shopify (SHOP), CrowdStrike (CRWD), AppLovin (APP), Infosys (INFY), NetEase (NTES), Atlassian (TEAM), Snowflake (SNOW), Electronic Arts (EA), Veeva Systems (VEEV), and Cloudflare (NET). These companies are all part of the "computer software" industry.

Roblox vs.

Roblox (NYSE:RBLX) and Shopify (NYSE:SHOP) 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 institutional ownership, profitability, earnings, risk, media sentiment, valuation, community ranking, dividends and analyst recommendations.

Roblox currently has a consensus target price of $64.22, indicating a potential upside of 12.37%. Shopify has a consensus target price of $125.74, indicating a potential upside of 50.81%. Given Shopify's higher probable upside, analysts clearly believe Shopify is more favorable than Roblox.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Roblox
1 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.70
Shopify
1 Sell rating(s)
14 Hold rating(s)
24 Buy rating(s)
1 Strong Buy rating(s)
2.63

94.5% of Roblox shares are held by institutional investors. Comparatively, 69.3% of Shopify shares are held by institutional investors. 22.2% of Roblox shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Shopify has a net margin of 22.74% compared to Roblox's net margin of -25.97%. Shopify's return on equity of 12.00% beat Roblox's return on equity.

Company Net Margins Return on Equity Return on Assets
Roblox-25.97% -665.98% -14.02%
Shopify 22.74%12.00%9.79%

Shopify received 1278 more outperform votes than Roblox when rated by MarketBeat users. Likewise, 66.32% of users gave Shopify an outperform vote while only 49.82% of users gave Roblox an outperform vote.

CompanyUnderperformOutperform
RobloxOutperform Votes
138
49.82%
Underperform Votes
139
50.18%
ShopifyOutperform Votes
1416
66.32%
Underperform Votes
719
33.68%

In the previous week, Roblox had 4 more articles in the media than Shopify. MarketBeat recorded 51 mentions for Roblox and 47 mentions for Shopify. Roblox's average media sentiment score of 0.97 beat Shopify's score of 0.95 indicating that Roblox is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Roblox
28 Very Positive mention(s)
7 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Shopify
25 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Roblox$3.60B9.97-$935.38M-$1.45-39.41
Shopify$8.88B12.16$2.02B$1.5553.79

Roblox has a beta of 1.49, meaning that its stock price is 49% more volatile than the S&P 500. Comparatively, Shopify has a beta of 2.82, meaning that its stock price is 182% more volatile than the S&P 500.

Summary

Shopify beats Roblox on 13 of the 18 factors compared between the two stocks.

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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$35.92B$22.69B$7.14B$18.57B
Dividend YieldN/A2.08%3.50%4.25%
P/E Ratio-39.41104.6315.9831.10
Price / Sales9.9716.757.6426.41
Price / CashN/A86.0616.4217.54
Price / Book168.097.814.104.29
Net Income-$935.38M$438.39M$259.47M$1.02B
7 Day Performance9.04%9.07%2.05%4.22%
1 Month Performance1.14%-3.88%-7.53%-6.80%
1 Year Performance48.94%5.87%-8.63%-0.08%

Roblox Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RBLX
Roblox
3.5156 of 5 stars
$56.96
-0.5%
$64.22
+12.7%
+48.4%$35.99B$3.60B-39.282,130Gap Up
SHOP
Shopify
4.3701 of 5 stars
$80.09
+4.2%
$126.31
+57.7%
+18.2%$104.09B$8.88B51.8611,600Analyst Forecast
Gap Up
CRWD
CrowdStrike
4.0728 of 5 stars
$330.03
+2.6%
$400.88
+21.5%
+22.5%$81.80B$3.95B647.124,960Positive News
Gap Up
APP
AppLovin
4.0616 of 5 stars
$238.03
+8.5%
$435.47
+82.9%
+212.4%$80.62B$4.71B52.231,745Analyst Forecast
Short Interest ↓
Gap Up
INFY
Infosys
2.6979 of 5 stars
$17.01
+2.6%
$19.70
+15.8%
-4.1%$70.37B$19.11B21.51317,240Upcoming Earnings
Analyst Upgrade
NTES
NetEase
4.245 of 5 stars
$92.67
-6.3%
$114.57
+23.6%
+7.8%$59.51B$105.30B14.5532,100Positive News
Gap Down
High Trading Volume
TEAM
Atlassian
4.4788 of 5 stars
$188.97
+0.7%
$305.64
+61.7%
-2.7%$49.51B$4.79B-141.028,810Analyst Forecast
Insider Trade
Gap Down
SNOW
Snowflake
4.6289 of 5 stars
$131.80
+1.0%
$201.84
+53.1%
-9.0%$43.61B$3.63B-38.973,990Analyst Forecast
Gap Up
EA
Electronic Arts
4.3212 of 5 stars
$136.01
+0.5%
$155.30
+14.2%
+13.8%$35.45B$7.35B34.6113,700Short Interest ↓
Positive News
VEEV
Veeva Systems
4.1056 of 5 stars
$215.21
+0.7%
$256.52
+19.2%
+8.3%$35.06B$2.75B53.215,480Positive News
NET
Cloudflare
4.6685 of 5 stars
$98.89
+1.9%
$135.64
+37.2%
+14.0%$34.28B$1.67B-451.563,220Short Interest ↓
Positive News
Gap Down
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This page (NYSE:RBLX) was last updated on 4/15/2025 by MarketBeat.com Staff
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