RobloxRBLXRevenue: is the business selling more than it used to?
$4.9B+36% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Revenue reached $4.9B in 2025, compounding +30% a year since 2022 though the pace has cooled. The trailing twelve months are already running at $5.7B, ahead of the last full year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXNet income: how much of that revenue becomes profit?
$-1.1BFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→The company lost $1.1B in 2025, more than the $941M it lost the year before. The losses are widening - check the Health chapter for how long the cash lasts.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXHow fast is it growing, year by year?
+35.8%revenue growth, FY 2025
→Revenue grew +36% in 2025 against a five-year average of +43%.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXRevenue per share: is your slice growing as fast as the company?
$7.09revenue per share, FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Revenue per share reached $7.09 in 2025, compounding +24% a year against +30% for RBLX as a whole. Dilution absorbed about 6.2 points of that growth. Free cash flow per share stands at $1.97.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXFree cash flow: what is left in real cash after everything?
$1.4B+111% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Free cash flow was $1.4B in 2025. That is the most cash the business has ever thrown off in a year. The trailing twelve months stand at $1.6B.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXHow much of every sales dollar ends up as free cash?
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→28 cents of every sales dollar became free cash in 2025, up 30 points since 2022.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXWhat does staying competitive cost, per dollar of sales?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→The biggest claim on each sales dollar is research and development, at 32% of revenue (stock compensation 23%, capital spending 9%). That share has fallen since 2022, so the cost of competing is easing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXMargins: of every $1 of sales, how much survives each cost layer?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Operating margin widened 16 points to -25% since 2022. The bottom line is still negative: costs below the operating line eat what is left. RBLX doesn't tag a gross-profit line in its filings, so the chart starts at operating margin.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXWhat does it earn on the money it uses?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→ROE of -663% and ROCE of -28% sit close together, so the returns come from the business itself rather than from borrowing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXWhat has the market paid for RBLX over time?
5.4xP/S today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→At 5.4x sales, the market is paying 52% less than RBLX's own 5-year median of 11.4x. Pessimism is priced in - the question is whether it is deserved.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXWhat cash return does the business throw off per dollar of market value?
5.3%FCF yield today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→Every dollar of market value currently buys 5.3% of annual free cash flow, more than its 5-year median of 1.3% - the cash is cheaper than usual.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXCould it handle its debt if things went wrong?
→Debt of $1.0B sits against $991M of cash, or 6.6x shareholders' equity. Earnings don't currently cover the interest bill at all.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXIs the company's own capital growing?
→The company's own capital grew from $76M in 2023 to $152M (+99%). The business is building book value rather than consuming it.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXHow fast is your ownership being diluted - or concentrated?
→The share count grew 6.5% in 2025, averaging 5.0% a year over three years. Your slice of the company shrinks by that much each year unless earnings grow faster.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXDoes RBLX earn more on its capital than that capital costs?
→RBLX's return on capital is negative at -27.8% in 2025. The capital in the business is not yet earning anything back.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXRBLX has issued or retired shares - did shareholders end up better off?
→RBLX's share count rose +323% from 2019 to 2025 while revenue per share grew +127%. Holders are further ahead than before, though the gain per share is smaller than the growth in the business.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobloxRBLXAre the people running it buying or selling?
→Insiders sold $15M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 18 filings were grants, option exercises or tax withholding, which say nothing either way.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30