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Side-by-side financial comparison of Roblox Corp (RBLX) and TFI International Inc. (TFII). Click either name above to swap in a different company.

Roblox Corp is the larger business by last-quarter revenue ($1.4B vs $921.9M, roughly 1.5× TFI International Inc.).

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.

TFI International Inc. is a Canadian transport and logistics company based in Saint-Laurent, Quebec, a borough of Montreal. It operates primarily in Canada, the United States, and Mexico through 4 business segments: less than truckload (LTL), package and courier, logistics, and truckload. It has Canada's largest LTL business, largest trucking fleet, and in 2021 was ranked 6th in terms of revenue among both LTL and truckload North American carriers. Its trucking fleet consists of over 14,000 c...

RBLX vs TFII — Head-to-Head

Bigger by revenue
RBLX
RBLX
1.5× larger
RBLX
$1.4B
$921.9M
TFII

Income Statement — Q4 FY2025 vs Q3 FY2025

Metric
RBLX
RBLX
TFII
TFII
Revenue
$1.4B
$921.9M
Net Profit
$-316.0M
Gross Margin
77.7%
Operating Margin
-25.3%
8.4%
Net Margin
-22.3%
Revenue YoY
43.2%
Net Profit YoY
-43.9%
EPS (diluted)
$-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
RBLX
RBLX
TFII
TFII
Q4 25
$1.4B
Q3 25
$1.4B
$921.9M
Q2 25
$1.1B
$2.0B
Q1 25
$1.0B
$2.0B
Q4 24
$988.2M
Q3 24
$919.0M
$1.0B
Q2 24
$893.5M
$2.3B
Q1 24
$801.3M
$1.9B
Net Profit
RBLX
RBLX
TFII
TFII
Q4 25
$-316.0M
Q3 25
$-255.6M
Q2 25
$-278.4M
$98.2M
Q1 25
$-215.1M
$56.0M
Q4 24
$-219.6M
Q3 24
$-239.3M
Q2 24
$-205.9M
$117.8M
Q1 24
$-270.6M
$92.8M
Gross Margin
RBLX
RBLX
TFII
TFII
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 24
77.7%
Operating Margin
RBLX
RBLX
TFII
TFII
Q4 25
-25.3%
Q3 25
-21.8%
8.4%
Q2 25
-29.8%
8.4%
Q1 25
-24.6%
5.8%
Q4 24
-24.7%
Q3 24
-30.4%
9.5%
Q2 24
-26.6%
9.2%
Q1 24
-37.7%
8.1%
Net Margin
RBLX
RBLX
TFII
TFII
Q4 25
-22.3%
Q3 25
-18.8%
Q2 25
-25.8%
4.8%
Q1 25
-20.8%
2.9%
Q4 24
-22.2%
Q3 24
-26.0%
Q2 24
-23.0%
5.2%
Q1 24
-33.8%
5.0%
EPS (diluted)
RBLX
RBLX
TFII
TFII
Q4 25
$-0.44
Q3 25
$-0.37
Q2 25
$-0.41
Q1 25
$-0.32
Q4 24
$-0.32
Q3 24
$-0.37
Q2 24
$-0.32
Q1 24
$-0.43

Balance Sheet & Financial Strength

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

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

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
RBLX
RBLX
TFII
TFII
Q4 25
$3.1B
Q3 25
$2.9B
Q2 25
$2.6B
Q1 25
$2.7B
Q4 24
$2.4B
Q3 24
$2.3B
Q2 24
$2.4B
Q1 24
$2.4B
Total Debt
RBLX
RBLX
TFII
TFII
Q4 25
$1.2B
Q3 25
Q2 25
Q1 25
Q4 24
$1.2B
Q3 24
Q2 24
Q1 24
Stockholders' Equity
RBLX
RBLX
TFII
TFII
Q4 25
$394.5M
Q3 25
$407.6M
Q2 25
$353.2M
Q1 25
$310.7M
Q4 24
$221.4M
Q3 24
$189.9M
Q2 24
$121.5M
Q1 24
$71.6M
Total Assets
RBLX
RBLX
TFII
TFII
Q4 25
$9.6B
Q3 25
$8.6B
Q2 25
$7.8B
Q1 25
$7.5B
Q4 24
$7.2B
Q3 24
$6.7B
Q2 24
$6.5B
Q1 24
$6.3B
Debt / Equity
RBLX
RBLX
TFII
TFII
Q4 25
2.98×
Q3 25
Q2 25
Q1 25
Q4 24
5.48×
Q3 24
Q2 24
Q1 24

Cash Flow & Capital Efficiency

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

Metric
RBLX
RBLX
TFII
TFII
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
RBLX
RBLX
TFII
TFII
Q4 25
$607.0M
Q3 25
$546.2M
Q2 25
$199.3M
Q1 25
$443.9M
Q4 24
$184.5M
Q3 24
$247.4M
Q2 24
$151.4M
Q1 24
$238.9M
Free Cash Flow
RBLX
RBLX
TFII
TFII
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 24
$192.3M
FCF Margin
RBLX
RBLX
TFII
TFII
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 24
24.0%
Capex Intensity
RBLX
RBLX
TFII
TFII
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 24
5.8%

Financial Flow Comparison

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

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