vs

Side-by-side financial comparison of Incyte (INCY) 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 $1.3B, roughly 1.1× Incyte). Incyte runs the higher net margin — 23.8% vs -22.3%, a 46.2% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs 20.9%). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs 10.4%).

Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia.

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.

INCY vs RBLX — Head-to-Head

Bigger by revenue
RBLX
RBLX
1.1× larger
RBLX
$1.4B
$1.3B
INCY
Growing faster (revenue YoY)
RBLX
RBLX
+22.3% gap
RBLX
43.2%
20.9%
INCY
Higher net margin
INCY
INCY
46.2% more per $
INCY
23.8%
-22.3%
RBLX
Faster 2-yr revenue CAGR
RBLX
RBLX
Annualised
RBLX
32.9%
10.4%
INCY

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
INCY
INCY
RBLX
RBLX
Revenue
$1.3B
$1.4B
Net Profit
$303.3M
$-316.0M
Gross Margin
77.7%
Operating Margin
23.7%
-25.3%
Net Margin
23.8%
-22.3%
Revenue YoY
20.9%
43.2%
Net Profit YoY
91.7%
-43.9%
EPS (diluted)
$1.47
$-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
INCY
INCY
RBLX
RBLX
Q1 26
$1.3B
Q4 25
$1.5B
$1.4B
Q3 25
$1.4B
$1.4B
Q2 25
$1.2B
$1.1B
Q1 25
$1.1B
$1.0B
Q4 24
$1.2B
$988.2M
Q3 24
$1.1B
$919.0M
Q2 24
$1.0B
$893.5M
Net Profit
INCY
INCY
RBLX
RBLX
Q1 26
$303.3M
Q4 25
$299.3M
$-316.0M
Q3 25
$424.2M
$-255.6M
Q2 25
$405.0M
$-278.4M
Q1 25
$158.2M
$-215.1M
Q4 24
$201.2M
$-219.6M
Q3 24
$106.5M
$-239.3M
Q2 24
$-444.6M
$-205.9M
Gross Margin
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
92.0%
77.7%
Q3 25
92.8%
78.2%
Q2 25
93.5%
78.2%
Q1 25
93.0%
78.3%
Q4 24
92.5%
77.9%
Q3 24
92.4%
77.7%
Q2 24
92.7%
77.8%
Operating Margin
INCY
INCY
RBLX
RBLX
Q1 26
23.7%
Q4 25
22.3%
-25.3%
Q3 25
32.5%
-21.8%
Q2 25
43.6%
-29.8%
Q1 25
19.5%
-24.6%
Q4 24
25.6%
-24.7%
Q3 24
12.8%
-30.4%
Q2 24
-45.8%
-26.6%
Net Margin
INCY
INCY
RBLX
RBLX
Q1 26
23.8%
Q4 25
19.9%
-22.3%
Q3 25
31.1%
-18.8%
Q2 25
33.3%
-25.8%
Q1 25
15.0%
-20.8%
Q4 24
17.1%
-22.2%
Q3 24
9.4%
-26.0%
Q2 24
-42.6%
-23.0%
EPS (diluted)
INCY
INCY
RBLX
RBLX
Q1 26
$1.47
Q4 25
$1.46
$-0.44
Q3 25
$2.11
$-0.37
Q2 25
$2.04
$-0.41
Q1 25
$0.80
$-0.32
Q4 24
$0.90
$-0.32
Q3 24
$0.54
$-0.37
Q2 24
$-2.04
$-0.32

Balance Sheet & Financial Strength

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

Metric
INCY
INCY
RBLX
RBLX
Cash + ST InvestmentsLiquidity on hand
$3.1B
Total DebtLower is stronger
$1.2B
Stockholders' EquityBook value
$5.6B
$394.5M
Total Assets
$7.3B
$9.6B
Debt / EquityLower = less leverage
2.98×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
$3.1B
$3.1B
Q3 25
$2.5B
$2.9B
Q2 25
$2.0B
$2.6B
Q1 25
$1.9B
$2.7B
Q4 24
$1.7B
$2.4B
Q3 24
$1.3B
$2.3B
Q2 24
$987.3M
$2.4B
Total Debt
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
$1.2B
Q3 25
Q2 25
Q1 25
Q4 24
$1.2B
Q3 24
Q2 24
Stockholders' Equity
INCY
INCY
RBLX
RBLX
Q1 26
$5.6B
Q4 25
$5.2B
$394.5M
Q3 25
$4.7B
$407.6M
Q2 25
$4.2B
$353.2M
Q1 25
$3.7B
$310.7M
Q4 24
$3.4B
$221.4M
Q3 24
$3.2B
$189.9M
Q2 24
$3.0B
$121.5M
Total Assets
INCY
INCY
RBLX
RBLX
Q1 26
$7.3B
Q4 25
$7.0B
$9.6B
Q3 25
$6.3B
$8.6B
Q2 25
$5.8B
$7.8B
Q1 25
$5.7B
$7.5B
Q4 24
$5.4B
$7.2B
Q3 24
$5.0B
$6.7B
Q2 24
$4.7B
$6.5B
Debt / Equity
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
2.98×
Q3 25
Q2 25
Q1 25
Q4 24
5.48×
Q3 24
Q2 24

Cash Flow & Capital Efficiency

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

Metric
INCY
INCY
RBLX
RBLX
Operating Cash FlowLast quarter
$607.0M
Free Cash FlowOCF − Capex
$308.6M
FCF MarginFCF / Revenue
21.8%
Capex IntensityCapex / Revenue
21.1%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$1.4B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
$543.3M
$607.0M
Q3 25
$559.4M
$546.2M
Q2 25
$44.7M
$199.3M
Q1 25
$266.1M
$443.9M
Q4 24
$381.2M
$184.5M
Q3 24
$310.9M
$247.4M
Q2 24
$-575.6M
$151.4M
Free Cash Flow
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
$308.6M
Q3 25
$443.6M
Q2 25
$176.7M
Q1 25
$426.5M
Q4 24
$120.6M
Q3 24
$218.0M
Q2 24
$111.7M
FCF Margin
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
21.8%
Q3 25
32.6%
Q2 25
16.3%
Q1 25
41.2%
Q4 24
12.2%
Q3 24
23.7%
Q2 24
12.5%
Capex Intensity
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
21.1%
Q3 25
7.5%
Q2 25
2.1%
Q1 25
1.7%
Q4 24
6.5%
Q3 24
3.2%
Q2 24
4.4%
Cash Conversion
INCY
INCY
RBLX
RBLX
Q1 26
Q4 25
1.82×
Q3 25
1.32×
Q2 25
0.11×
Q1 25
1.68×
Q4 24
1.89×
Q3 24
2.92×
Q2 24

Financial Flow Comparison

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

Related Comparisons