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Side-by-side financial comparison of Roblox Corp (RBLX) and Take-Two Interactive (TTWO). Click either name above to swap in a different company.
Take-Two Interactive is the larger business by last-quarter revenue ($1.7B vs $1.4B, roughly 1.2× Roblox Corp). Take-Two Interactive runs the higher net margin — -5.5% vs -22.3%, a 16.9% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs 24.9%). Roblox Corp produced more free cash flow last quarter ($308.6M vs $236.2M). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs 10.2%).
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.
Take-Two Interactive Software, Inc. is an American video game holding company based in New York City founded by Ryan Brant in September 1993.
RBLX vs TTWO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.7B |
| Net Profit | $-316.0M | $-92.9M |
| Gross Margin | 77.7% | 55.7% |
| Operating Margin | -25.3% | -2.3% |
| Net Margin | -22.3% | -5.5% |
| Revenue YoY | 43.2% | 24.9% |
| Net Profit YoY | -43.9% | 25.8% |
| EPS (diluted) | $-0.44 | $-0.50 |
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.
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $988.2M | $1.4B | ||
| Q3 24 | $919.0M | $1.4B | ||
| Q2 24 | $893.5M | $1.3B | ||
| Q1 24 | $801.3M | $1.4B |
| Q4 25 | $-316.0M | $-92.9M | ||
| Q3 25 | $-255.6M | $-133.9M | ||
| Q2 25 | $-278.4M | $-11.9M | ||
| Q1 25 | $-215.1M | $-3.7B | ||
| Q4 24 | $-219.6M | $-125.2M | ||
| Q3 24 | $-239.3M | $-365.5M | ||
| Q2 24 | $-205.9M | $-262.0M | ||
| Q1 24 | $-270.6M | $-2.9B |
| Q4 25 | 77.7% | 55.7% | ||
| Q3 25 | 78.2% | 55.3% | ||
| Q2 25 | 78.2% | 62.8% | ||
| Q1 25 | 78.3% | 50.8% | ||
| Q4 24 | 77.9% | 55.9% | ||
| Q3 24 | 77.7% | 53.8% | ||
| Q2 24 | 77.8% | 57.6% | ||
| Q1 24 | 77.7% | 33.5% |
| Q4 25 | -25.3% | -2.3% | ||
| Q3 25 | -21.8% | -5.5% | ||
| Q2 25 | -29.8% | 1.4% | ||
| Q1 25 | -24.6% | -238.7% | ||
| Q4 24 | -24.7% | -9.7% | ||
| Q3 24 | -30.4% | -22.0% | ||
| Q2 24 | -26.6% | -13.8% | ||
| Q1 24 | -37.7% | -193.9% |
| Q4 25 | -22.3% | -5.5% | ||
| Q3 25 | -18.8% | -7.5% | ||
| Q2 25 | -25.8% | -0.8% | ||
| Q1 25 | -20.8% | -235.5% | ||
| Q4 24 | -22.2% | -9.2% | ||
| Q3 24 | -26.0% | -27.0% | ||
| Q2 24 | -23.0% | -19.6% | ||
| Q1 24 | -33.8% | -207.4% |
| Q4 25 | $-0.44 | $-0.50 | ||
| Q3 25 | $-0.37 | $-0.73 | ||
| Q2 25 | $-0.41 | $-0.07 | ||
| Q1 25 | $-0.32 | $-21.27 | ||
| Q4 24 | $-0.32 | $-0.71 | ||
| Q3 24 | $-0.37 | $-2.08 | ||
| Q2 24 | $-0.32 | $-1.52 | ||
| Q1 24 | $-0.43 | $-17.05 |
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 | $2.4B |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $394.5M | $3.5B |
| Total Assets | $9.6B | $10.0B |
| Debt / EquityLower = less leverage | 2.98× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.1B | $2.4B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.7B | $1.5B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | $2.3B | $879.6M | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $2.4B | $776.0M |
| Q4 25 | $1.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $394.5M | $3.5B | ||
| Q3 25 | $407.6M | $3.4B | ||
| Q2 25 | $353.2M | $3.5B | ||
| Q1 25 | $310.7M | $2.1B | ||
| Q4 24 | $221.4M | $5.7B | ||
| Q3 24 | $189.9M | $5.8B | ||
| Q2 24 | $121.5M | $6.0B | ||
| Q1 24 | $71.6M | $5.7B |
| Q4 25 | $9.6B | $10.0B | ||
| Q3 25 | $8.6B | $10.1B | ||
| Q2 25 | $7.8B | $9.7B | ||
| Q1 25 | $7.5B | $9.2B | ||
| Q4 24 | $7.2B | $12.7B | ||
| Q3 24 | $6.7B | $13.1B | ||
| Q2 24 | $6.5B | $12.9B | ||
| Q1 24 | $6.3B | $12.2B |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $607.0M | $305.2M |
| Free Cash FlowOCF − Capex | $308.6M | $236.2M |
| FCF MarginFCF / Revenue | 21.8% | 13.9% |
| Capex IntensityCapex / Revenue | 21.1% | 4.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $487.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $607.0M | $305.2M | ||
| Q3 25 | $546.2M | $128.4M | ||
| Q2 25 | $199.3M | $-44.7M | ||
| Q1 25 | $443.9M | $279.0M | ||
| Q4 24 | $184.5M | $-4.8M | ||
| Q3 24 | $247.4M | $-128.4M | ||
| Q2 24 | $151.4M | $-191.0M | ||
| Q1 24 | $238.9M | $-8.9M |
| Q4 25 | $308.6M | $236.2M | ||
| Q3 25 | $443.6M | $96.5M | ||
| Q2 25 | $176.7M | $-69.8M | ||
| Q1 25 | $426.5M | $224.9M | ||
| Q4 24 | $120.6M | $-48.2M | ||
| Q3 24 | $218.0M | $-165.2M | ||
| Q2 24 | $111.7M | $-226.1M | ||
| Q1 24 | $192.3M | $-55.1M |
| Q4 25 | 21.8% | 13.9% | ||
| Q3 25 | 32.6% | 5.4% | ||
| Q2 25 | 16.3% | -4.6% | ||
| Q1 25 | 41.2% | 14.2% | ||
| Q4 24 | 12.2% | -3.5% | ||
| Q3 24 | 23.7% | -12.2% | ||
| Q2 24 | 12.5% | -16.9% | ||
| Q1 24 | 24.0% | -3.9% |
| Q4 25 | 21.1% | 4.1% | ||
| Q3 25 | 7.5% | 1.8% | ||
| Q2 25 | 2.1% | 1.7% | ||
| Q1 25 | 1.7% | 3.4% | ||
| Q4 24 | 6.5% | 3.2% | ||
| Q3 24 | 3.2% | 2.7% | ||
| Q2 24 | 4.4% | 2.6% | ||
| Q1 24 | 5.8% | 3.3% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
