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Side-by-side financial comparison of GUESS INC (GES) and Roblox Corp (RBLX). Click either name above to swap in a different company.

Roblox Corp is the larger business by last-quarter revenue ($1.4B vs $791.4M, roughly 1.8× GUESS INC). GUESS INC runs the higher net margin — 3.2% vs -22.3%, a 25.6% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs 7.2%). Roblox Corp produced more free cash flow last quarter ($308.6M vs $-56.3M). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs -5.8%).

Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.

Roblox Corporation is an American video game developer based in San Mateo, California. Founded in 2004 by David Baszucki and Erik Cassel, the company is the developer of Roblox, a game platform, which was released in 2006. As of December 31, 2024, the company employs over 2,400 people.

GES vs RBLX — Head-to-Head

Bigger by revenue
RBLX
RBLX
1.8× larger
RBLX
$1.4B
$791.4M
GES
Growing faster (revenue YoY)
RBLX
RBLX
+36.0% gap
RBLX
43.2%
7.2%
GES
Higher net margin
GES
GES
25.6% more per $
GES
3.2%
-22.3%
RBLX
More free cash flow
RBLX
RBLX
$364.9M more FCF
RBLX
$308.6M
$-56.3M
GES
Faster 2-yr revenue CAGR
RBLX
RBLX
Annualised
RBLX
32.9%
-5.8%
GES

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
GES
GES
RBLX
RBLX
Revenue
$791.4M
$1.4B
Net Profit
$25.6M
$-316.0M
Gross Margin
42.5%
77.7%
Operating Margin
2.9%
-25.3%
Net Margin
3.2%
-22.3%
Revenue YoY
7.2%
43.2%
Net Profit YoY
209.6%
-43.9%
EPS (diluted)
$0.48
$-0.44

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
GES
GES
RBLX
RBLX
Q4 25
$791.4M
$1.4B
Q3 25
$772.9M
$1.4B
Q2 25
$647.8M
$1.1B
Q1 25
$932.3M
$1.0B
Q4 24
$738.5M
$988.2M
Q3 24
$732.6M
$919.0M
Q2 24
$591.9M
$893.5M
Q1 24
$891.0M
$801.3M
Net Profit
GES
GES
RBLX
RBLX
Q4 25
$25.6M
$-316.0M
Q3 25
$6.2M
$-255.6M
Q2 25
$-32.9M
$-278.4M
Q1 25
$81.4M
$-215.1M
Q4 24
$-23.4M
$-219.6M
Q3 24
$-10.6M
$-239.3M
Q2 24
$13.0M
$-205.9M
Q1 24
$115.3M
$-270.6M
Gross Margin
GES
GES
RBLX
RBLX
Q4 25
42.5%
77.7%
Q3 25
42.5%
78.2%
Q2 25
39.9%
78.2%
Q1 25
44.1%
78.3%
Q4 24
43.6%
77.9%
Q3 24
43.7%
77.7%
Q2 24
41.9%
77.8%
Q1 24
45.4%
77.7%
Operating Margin
GES
GES
RBLX
RBLX
Q4 25
2.9%
-25.3%
Q3 25
2.3%
-21.8%
Q2 25
-5.1%
-29.8%
Q1 25
11.1%
-24.6%
Q4 24
5.7%
-24.7%
Q3 24
6.5%
-30.4%
Q2 24
-3.4%
-26.6%
Q1 24
16.3%
-37.7%
Net Margin
GES
GES
RBLX
RBLX
Q4 25
3.2%
-22.3%
Q3 25
0.8%
-18.8%
Q2 25
-5.1%
-25.8%
Q1 25
8.7%
-20.8%
Q4 24
-3.2%
-22.2%
Q3 24
-1.4%
-26.0%
Q2 24
2.2%
-23.0%
Q1 24
12.9%
-33.8%
EPS (diluted)
GES
GES
RBLX
RBLX
Q4 25
$0.48
$-0.44
Q3 25
$0.12
$-0.37
Q2 25
$-0.65
$-0.41
Q1 25
$1.29
$-0.32
Q4 24
$-0.47
$-0.32
Q3 24
$-0.28
$-0.37
Q2 24
$0.23
$-0.32
Q1 24
$1.90
$-0.43

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
GES
GES
RBLX
RBLX
Cash + ST InvestmentsLiquidity on hand
$154.2M
$3.1B
Total DebtLower is stronger
$299.5M
$1.2B
Stockholders' EquityBook value
$508.5M
$394.5M
Total Assets
$3.0B
$9.6B
Debt / EquityLower = less leverage
0.59×
2.98×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GES
GES
RBLX
RBLX
Q4 25
$154.2M
$3.1B
Q3 25
$189.6M
$2.9B
Q2 25
$151.2M
$2.6B
Q1 25
$187.7M
$2.7B
Q4 24
$140.9M
$2.4B
Q3 24
$218.9M
$2.3B
Q2 24
$241.7M
$2.4B
Q1 24
$360.3M
$2.4B
Total Debt
GES
GES
RBLX
RBLX
Q4 25
$299.5M
$1.2B
Q3 25
$258.4M
Q2 25
$241.7M
Q1 25
$150.7M
Q4 24
$238.3M
$1.2B
Q3 24
$187.8M
Q2 24
$196.9M
Q1 24
$28.2M
Stockholders' Equity
GES
GES
RBLX
RBLX
Q4 25
$508.5M
$394.5M
Q3 25
$487.6M
$407.6M
Q2 25
$483.6M
$353.2M
Q1 25
$505.0M
$310.7M
Q4 24
$450.7M
$221.4M
Q3 24
$491.2M
$189.9M
Q2 24
$565.5M
$121.5M
Q1 24
$684.9M
$71.6M
Total Assets
GES
GES
RBLX
RBLX
Q4 25
$3.0B
$9.6B
Q3 25
$3.0B
$8.6B
Q2 25
$2.9B
$7.8B
Q1 25
$2.8B
$7.5B
Q4 24
$2.8B
$7.2B
Q3 24
$2.8B
$6.7B
Q2 24
$2.7B
$6.5B
Q1 24
$2.6B
$6.3B
Debt / Equity
GES
GES
RBLX
RBLX
Q4 25
0.59×
2.98×
Q3 25
0.53×
Q2 25
0.50×
Q1 25
0.30×
Q4 24
0.53×
5.48×
Q3 24
0.38×
Q2 24
0.35×
Q1 24
0.04×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
GES
GES
RBLX
RBLX
Operating Cash FlowLast quarter
$-39.5M
$607.0M
Free Cash FlowOCF − Capex
$-56.3M
$308.6M
FCF MarginFCF / Revenue
-7.1%
21.8%
Capex IntensityCapex / Revenue
2.1%
21.1%
Cash ConversionOCF / Net Profit
-1.54×
TTM Free Cash FlowTrailing 4 quarters
$62.5M
$1.4B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GES
GES
RBLX
RBLX
Q4 25
$-39.5M
$607.0M
Q3 25
$74.9M
$546.2M
Q2 25
$-73.4M
$199.3M
Q1 25
$183.2M
$443.9M
Q4 24
$-83.3M
$184.5M
Q3 24
$44.7M
$247.4M
Q2 24
$-22.9M
$151.4M
Q1 24
$289.5M
$238.9M
Free Cash Flow
GES
GES
RBLX
RBLX
Q4 25
$-56.3M
$308.6M
Q3 25
$53.4M
$443.6M
Q2 25
$-95.3M
$176.7M
Q1 25
$160.7M
$426.5M
Q4 24
$-105.4M
$120.6M
Q3 24
$24.3M
$218.0M
Q2 24
$-44.0M
$111.7M
Q1 24
$267.8M
$192.3M
FCF Margin
GES
GES
RBLX
RBLX
Q4 25
-7.1%
21.8%
Q3 25
6.9%
32.6%
Q2 25
-14.7%
16.3%
Q1 25
17.2%
41.2%
Q4 24
-14.3%
12.2%
Q3 24
3.3%
23.7%
Q2 24
-7.4%
12.5%
Q1 24
30.1%
24.0%
Capex Intensity
GES
GES
RBLX
RBLX
Q4 25
2.1%
21.1%
Q3 25
2.8%
7.5%
Q2 25
3.4%
2.1%
Q1 25
2.4%
1.7%
Q4 24
3.0%
6.5%
Q3 24
2.8%
3.2%
Q2 24
3.6%
4.4%
Q1 24
2.4%
5.8%
Cash Conversion
GES
GES
RBLX
RBLX
Q4 25
-1.54×
Q3 25
12.00×
Q2 25
Q1 25
2.25×
Q4 24
Q3 24
Q2 24
-1.76×
Q1 24
2.51×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

GES
GES

Products$760.3M96%
Royalty$31.1M4%

RBLX
RBLX

Segment breakdown not available.

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