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Side-by-side financial comparison of NABORS INDUSTRIES LTD (NBR) 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 $783.5M, roughly 1.8× NABORS INDUSTRIES LTD). NABORS INDUSTRIES LTD runs the higher net margin — 0.5% vs -22.3%, a 22.9% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs -1.8%). Roblox Corp produced more free cash flow last quarter ($308.6M vs $131.8M). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs 3.3%).

Nabors Industries Limited is an American global oil and gas drilling contractor based in Houston, Texas. Nabors owns the world’s second largest land drilling rig fleet, with over 250 rigs operating in 20 countries.

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.

NBR vs RBLX — Head-to-Head

Bigger by revenue
RBLX
RBLX
1.8× larger
RBLX
$1.4B
$783.5M
NBR
Growing faster (revenue YoY)
RBLX
RBLX
+44.9% gap
RBLX
43.2%
-1.8%
NBR
Higher net margin
NBR
NBR
22.9% more per $
NBR
0.5%
-22.3%
RBLX
More free cash flow
RBLX
RBLX
$176.8M more FCF
RBLX
$308.6M
$131.8M
NBR
Faster 2-yr revenue CAGR
RBLX
RBLX
Annualised
RBLX
32.9%
3.3%
NBR

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
NBR
NBR
RBLX
RBLX
Revenue
$783.5M
$1.4B
Net Profit
$4.3M
$-316.0M
Gross Margin
77.7%
Operating Margin
-25.3%
Net Margin
0.5%
-22.3%
Revenue YoY
-1.8%
43.2%
Net Profit YoY
-74.9%
-43.9%
EPS (diluted)
$2.18
$-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
NBR
NBR
RBLX
RBLX
Q1 26
$783.5M
Q4 25
$797.5M
$1.4B
Q3 25
$818.2M
$1.4B
Q2 25
$832.8M
$1.1B
Q1 25
$736.2M
$1.0B
Q4 24
$729.8M
$988.2M
Q3 24
$731.8M
$919.0M
Q2 24
$734.8M
$893.5M
Net Profit
NBR
NBR
RBLX
RBLX
Q1 26
$4.3M
Q4 25
$10.3M
$-316.0M
Q3 25
$274.2M
$-255.6M
Q2 25
$-30.9M
$-278.4M
Q1 25
$33.0M
$-215.1M
Q4 24
$-53.7M
$-219.6M
Q3 24
$-55.8M
$-239.3M
Q2 24
$-32.3M
$-205.9M
Gross Margin
NBR
NBR
RBLX
RBLX
Q1 26
Q4 25
77.7%
Q3 25
78.2%
Q2 25
78.2%
Q1 25
78.3%
Q4 24
77.9%
Q3 24
41.0%
77.7%
Q2 24
40.1%
77.8%
Operating Margin
NBR
NBR
RBLX
RBLX
Q1 26
Q4 25
27.4%
-25.3%
Q3 25
15.6%
-21.8%
Q2 25
8.8%
-29.8%
Q1 25
7.0%
-24.6%
Q4 24
26.0%
-24.7%
Q3 24
14.5%
-30.4%
Q2 24
7.9%
-26.6%
Net Margin
NBR
NBR
RBLX
RBLX
Q1 26
0.5%
Q4 25
1.3%
-22.3%
Q3 25
33.5%
-18.8%
Q2 25
-3.7%
-25.8%
Q1 25
4.5%
-20.8%
Q4 24
-7.4%
-22.2%
Q3 24
-7.6%
-26.0%
Q2 24
-4.4%
-23.0%
EPS (diluted)
NBR
NBR
RBLX
RBLX
Q1 26
$2.18
Q4 25
$1.07
$-0.44
Q3 25
$16.85
$-0.37
Q2 25
$-2.71
$-0.41
Q1 25
$2.18
$-0.32
Q4 24
$-6.68
$-0.32
Q3 24
$-6.86
$-0.37
Q2 24
$-4.29
$-0.32

Balance Sheet & Financial Strength

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

Metric
NBR
NBR
RBLX
RBLX
Cash + ST InvestmentsLiquidity on hand
$500.9M
$3.1B
Total DebtLower is stronger
$2.1B
$1.2B
Stockholders' EquityBook value
$952.4M
$394.5M
Total Assets
$4.4B
$9.6B
Debt / EquityLower = less leverage
2.22×
2.98×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
NBR
NBR
RBLX
RBLX
Q1 26
$500.9M
Q4 25
$940.7M
$3.1B
Q3 25
$428.1M
$2.9B
Q2 25
$387.4M
$2.6B
Q1 25
$404.1M
$2.7B
Q4 24
$397.3M
$2.4B
Q3 24
$459.3M
$2.3B
Q2 24
$473.6M
$2.4B
Total Debt
NBR
NBR
RBLX
RBLX
Q1 26
$2.1B
Q4 25
$1.2B
Q3 25
Q2 25
Q1 25
Q4 24
$1.2B
Q3 24
Q2 24
Stockholders' Equity
NBR
NBR
RBLX
RBLX
Q1 26
$952.4M
Q4 25
$590.7M
$394.5M
Q3 25
$579.8M
$407.6M
Q2 25
$308.0M
$353.2M
Q1 25
$342.7M
$310.7M
Q4 24
$135.0M
$221.4M
Q3 24
$191.4M
$189.9M
Q2 24
$250.4M
$121.5M
Total Assets
NBR
NBR
RBLX
RBLX
Q1 26
$4.4B
Q4 25
$4.8B
$9.6B
Q3 25
$4.8B
$8.6B
Q2 25
$5.0B
$7.8B
Q1 25
$5.0B
$7.5B
Q4 24
$4.5B
$7.2B
Q3 24
$4.6B
$6.7B
Q2 24
$4.6B
$6.5B
Debt / Equity
NBR
NBR
RBLX
RBLX
Q1 26
2.22×
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
NBR
NBR
RBLX
RBLX
Operating Cash FlowLast quarter
$113.3M
$607.0M
Free Cash FlowOCF − Capex
$131.8M
$308.6M
FCF MarginFCF / Revenue
16.8%
21.8%
Capex IntensityCapex / Revenue
21.1%
Cash ConversionOCF / Net Profit
26.59×
TTM Free Cash FlowTrailing 4 quarters
$186.3M
$1.4B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
NBR
NBR
RBLX
RBLX
Q1 26
$113.3M
Q4 25
$245.8M
$607.0M
Q3 25
$207.9M
$546.2M
Q2 25
$151.8M
$199.3M
Q1 25
$87.7M
$443.9M
Q4 24
$148.9M
$184.5M
Q3 24
$143.6M
$247.4M
Q2 24
$181.7M
$151.4M
Free Cash Flow
NBR
NBR
RBLX
RBLX
Q1 26
$131.8M
Q4 25
$83.8M
$308.6M
Q3 25
$-2.1M
$443.6M
Q2 25
$-27.1M
$176.7M
Q1 25
$-77.2M
$426.5M
Q4 24
$-59.1M
$120.6M
Q3 24
$15.7M
$218.0M
Q2 24
$54.3M
$111.7M
FCF Margin
NBR
NBR
RBLX
RBLX
Q1 26
16.8%
Q4 25
10.5%
21.8%
Q3 25
-0.3%
32.6%
Q2 25
-3.3%
16.3%
Q1 25
-10.5%
41.2%
Q4 24
-8.1%
12.2%
Q3 24
2.2%
23.7%
Q2 24
7.4%
12.5%
Capex Intensity
NBR
NBR
RBLX
RBLX
Q1 26
Q4 25
20.3%
21.1%
Q3 25
25.7%
7.5%
Q2 25
21.5%
2.1%
Q1 25
22.4%
1.7%
Q4 24
28.5%
6.5%
Q3 24
17.5%
3.2%
Q2 24
17.3%
4.4%
Cash Conversion
NBR
NBR
RBLX
RBLX
Q1 26
26.59×
Q4 25
23.76×
Q3 25
0.76×
Q2 25
Q1 25
2.66×
Q4 24
Q3 24
Q2 24

Financial Flow Comparison

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

Revenue Breakdown by Segment

NBR
NBR

International Drilling$419.5M54%
U.S. Drilling$241.1M31%
Drilling Solutions$106.2M14%
Rig Technologies (1)$27.2M3%

RBLX
RBLX

Segment breakdown not available.

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