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Side-by-side financial comparison of Roblox Corp (RBLX) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.4B, roughly 1.6× Roblox Corp). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs -22.3%, a 45.8% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs -36.8%). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
RBLX vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.2B |
| Net Profit | $-316.0M | $515.8M |
| Gross Margin | 77.7% | — |
| Operating Margin | -25.3% | — |
| Net Margin | -22.3% | 23.5% |
| Revenue YoY | 43.2% | -36.8% |
| Net Profit YoY | -43.9% | 72.6% |
| EPS (diluted) | $-0.44 | $6.57 |
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.
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $988.2M | $2.3B | ||
| Q3 24 | $919.0M | $4.0B | ||
| Q2 24 | $893.5M | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-316.0M | $760.5M | ||
| Q3 25 | $-255.6M | $916.5M | ||
| Q2 25 | $-278.4M | $835.4M | ||
| Q1 25 | $-215.1M | $170.0M | ||
| Q4 24 | $-219.6M | $-189.7M | ||
| Q3 24 | $-239.3M | $1.2B | ||
| Q2 24 | $-205.9M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 77.7% | — | ||
| Q3 25 | 78.2% | — | ||
| Q2 25 | 78.2% | — | ||
| Q1 25 | 78.3% | — | ||
| Q4 24 | 77.9% | — | ||
| Q3 24 | 77.7% | — | ||
| Q2 24 | 77.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | -25.3% | 42.5% | ||
| Q3 25 | -21.8% | 46.3% | ||
| Q2 25 | -29.8% | 41.8% | ||
| Q1 25 | -24.6% | -2.0% | ||
| Q4 24 | -24.7% | -3.6% | ||
| Q3 24 | -30.4% | 43.7% | ||
| Q2 24 | -26.6% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | -22.3% | 25.6% | ||
| Q3 25 | -18.8% | 28.7% | ||
| Q2 25 | -25.8% | 26.1% | ||
| Q1 25 | -20.8% | 4.9% | ||
| Q4 24 | -22.2% | -8.3% | ||
| Q3 24 | -26.0% | 29.8% | ||
| Q2 24 | -23.0% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.44 | $16.16 | ||
| Q3 25 | $-0.37 | $19.40 | ||
| Q2 25 | $-0.41 | $17.20 | ||
| Q1 25 | $-0.32 | $3.27 | ||
| Q4 24 | $-0.32 | $-3.76 | ||
| Q3 24 | $-0.37 | $22.62 | ||
| Q2 24 | $-0.32 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1B | $1.6B |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $394.5M | $4.3B |
| Total Assets | $9.6B | $53.7B |
| Debt / EquityLower = less leverage | 2.98× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $2.9B | $1.7B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.7B | $1.6B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.3B | $1.6B | ||
| Q2 24 | $2.4B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $394.5M | $11.6B | ||
| Q3 25 | $407.6M | $11.5B | ||
| Q2 25 | $353.2M | $10.8B | ||
| Q1 25 | $310.7M | $10.3B | ||
| Q4 24 | $221.4M | $10.6B | ||
| Q3 24 | $189.9M | $11.2B | ||
| Q2 24 | $121.5M | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $9.6B | $53.8B | ||
| Q3 25 | $8.6B | $54.5B | ||
| Q2 25 | $7.8B | $54.7B | ||
| Q1 25 | $7.5B | $53.6B | ||
| Q4 24 | $7.2B | $50.7B | ||
| Q3 24 | $6.7B | $52.8B | ||
| Q2 24 | $6.5B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 5.48× | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $607.0M | $483.0M | ||
| Q3 25 | $546.2M | $1.6B | ||
| Q2 25 | $199.3M | $1.5B | ||
| Q1 25 | $443.9M | $157.8M | ||
| Q4 24 | $184.5M | $778.9M | ||
| Q3 24 | $247.4M | $1.5B | ||
| Q2 24 | $151.4M | $1.2B |
| 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 | — |
| 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% | — |
| 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% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | — | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
