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Side-by-side financial comparison of Roblox Corp (RBLX) and Block, Inc. (XYZ). Click either name above to swap in a different company.
Block, Inc. is the larger business by last-quarter revenue ($6.3B vs $1.4B, roughly 4.4× Roblox Corp). Block, Inc. runs the higher net margin — 1.9% vs -22.3%, a 24.2% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs 3.6%). Block, Inc. produced more free cash flow last quarter ($579.8M vs $308.6M). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs 2.4%).
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.
Block, Inc. is an American technology company and a financial services provider for consumers and merchants. Founded in 2009 by Jack Dorsey, it is the U.S. market leader in point-of-sale systems. As of 2024, Block serves 57 million users and 4 million sellers, processing $241 billion in payments annually.
RBLX vs XYZ — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $6.3B |
| Net Profit | $-316.0M | $115.8M |
| Gross Margin | 77.7% | 45.9% |
| Operating Margin | -25.3% | 7.8% |
| Net Margin | -22.3% | 1.9% |
| Revenue YoY | 43.2% | 3.6% |
| Net Profit YoY | -43.9% | -94.1% |
| EPS (diluted) | $-0.44 | $0.19 |
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 | $6.3B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.1B | $6.1B | ||
| Q1 25 | $1.0B | $5.8B | ||
| Q4 24 | $988.2M | $6.0B | ||
| Q3 24 | $919.0M | $6.0B | ||
| Q2 24 | $893.5M | $6.2B | ||
| Q1 24 | $801.3M | $6.0B |
| Q4 25 | $-316.0M | $115.8M | ||
| Q3 25 | $-255.6M | $461.5M | ||
| Q2 25 | $-278.4M | $538.5M | ||
| Q1 25 | $-215.1M | $189.9M | ||
| Q4 24 | $-219.6M | $1.9B | ||
| Q3 24 | $-239.3M | $283.8M | ||
| Q2 24 | $-205.9M | $195.3M | ||
| Q1 24 | $-270.6M | $472.0M |
| Q4 25 | 77.7% | 45.9% | ||
| Q3 25 | 78.2% | 43.5% | ||
| Q2 25 | 78.2% | 41.9% | ||
| Q1 25 | 78.3% | 39.7% | ||
| Q4 24 | 77.9% | 38.3% | ||
| Q3 24 | 77.7% | 37.6% | ||
| Q2 24 | 77.8% | 36.3% | ||
| Q1 24 | 77.7% | 35.2% |
| Q4 25 | -25.3% | 7.8% | ||
| Q3 25 | -21.8% | 6.7% | ||
| Q2 25 | -29.8% | 8.0% | ||
| Q1 25 | -24.6% | 5.7% | ||
| Q4 24 | -24.7% | 0.2% | ||
| Q3 24 | -30.4% | 5.4% | ||
| Q2 24 | -26.6% | 5.0% | ||
| Q1 24 | -37.7% | 4.2% |
| Q4 25 | -22.3% | 1.9% | ||
| Q3 25 | -18.8% | 7.5% | ||
| Q2 25 | -25.8% | 8.9% | ||
| Q1 25 | -20.8% | 3.3% | ||
| Q4 24 | -22.2% | 32.3% | ||
| Q3 24 | -26.0% | 4.7% | ||
| Q2 24 | -23.0% | 3.2% | ||
| Q1 24 | -33.8% | 7.9% |
| Q4 25 | $-0.44 | $0.19 | ||
| Q3 25 | $-0.37 | $0.74 | ||
| Q2 25 | $-0.41 | $0.87 | ||
| Q1 25 | $-0.32 | $0.30 | ||
| Q4 24 | $-0.32 | $3.06 | ||
| Q3 24 | $-0.37 | $0.45 | ||
| Q2 24 | $-0.32 | $0.31 | ||
| Q1 24 | $-0.43 | $0.74 |
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 | $6.6B |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $394.5M | $22.2B |
| Total Assets | $9.6B | $39.5B |
| Debt / EquityLower = less leverage | 2.98× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.1B | $6.6B | ||
| Q3 25 | $2.9B | $8.3B | ||
| Q2 25 | $2.6B | $6.4B | ||
| Q1 25 | $2.7B | $7.1B | ||
| Q4 24 | $2.4B | $8.1B | ||
| Q3 24 | $2.3B | $8.3B | ||
| Q2 24 | $2.4B | $7.8B | ||
| Q1 24 | $2.4B | $5.8B |
| Q4 25 | $1.2B | — | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | $1.2B | $6.1B | ||
| Q3 24 | — | $6.1B | ||
| Q2 24 | — | $6.1B | ||
| Q1 24 | — | $4.1B |
| Q4 25 | $394.5M | $22.2B | ||
| Q3 25 | $407.6M | $22.5B | ||
| Q2 25 | $353.2M | $22.2B | ||
| Q1 25 | $310.7M | $21.5B | ||
| Q4 24 | $221.4M | $21.3B | ||
| Q3 24 | $189.9M | $19.9B | ||
| Q2 24 | $121.5M | $19.3B | ||
| Q1 24 | $71.6M | $19.0B |
| Q4 25 | $9.6B | $39.5B | ||
| Q3 25 | $8.6B | $39.2B | ||
| Q2 25 | $7.8B | $36.9B | ||
| Q1 25 | $7.5B | $36.4B | ||
| Q4 24 | $7.2B | $36.8B | ||
| Q3 24 | $6.7B | $36.4B | ||
| Q2 24 | $6.5B | $37.5B | ||
| Q1 24 | $6.3B | $35.6B |
| Q4 25 | 2.98× | — | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 5.48× | 0.29× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.22× |
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 | $621.0M |
| Free Cash FlowOCF − Capex | $308.6M | $579.8M |
| FCF MarginFCF / Revenue | 21.8% | 9.3% |
| Capex IntensityCapex / Revenue | 21.1% | 0.7% |
| Cash ConversionOCF / Net Profit | — | 5.36× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $2.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $607.0M | $621.0M | ||
| Q3 25 | $546.2M | $1.5B | ||
| Q2 25 | $199.3M | $374.3M | ||
| Q1 25 | $443.9M | $133.3M | ||
| Q4 24 | $184.5M | $13.8M | ||
| Q3 24 | $247.4M | $684.8M | ||
| Q2 24 | $151.4M | $519.4M | ||
| Q1 24 | $238.9M | $489.4M |
| Q4 25 | $308.6M | $579.8M | ||
| Q3 25 | $443.6M | $1.4B | ||
| Q2 25 | $176.7M | $343.0M | ||
| Q1 25 | $426.5M | $101.5M | ||
| Q4 24 | $120.6M | $-13.2M | ||
| Q3 24 | $218.0M | $628.2M | ||
| Q2 24 | $111.7M | $481.0M | ||
| Q1 24 | $192.3M | $457.4M |
| Q4 25 | 21.8% | 9.3% | ||
| Q3 25 | 32.6% | 22.9% | ||
| Q2 25 | 16.3% | 5.7% | ||
| Q1 25 | 41.2% | 1.8% | ||
| Q4 24 | 12.2% | -0.2% | ||
| Q3 24 | 23.7% | 10.5% | ||
| Q2 24 | 12.5% | 7.8% | ||
| Q1 24 | 24.0% | 7.7% |
| Q4 25 | 21.1% | 0.7% | ||
| Q3 25 | 7.5% | 0.8% | ||
| Q2 25 | 2.1% | 0.5% | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 6.5% | 0.4% | ||
| Q3 24 | 3.2% | 0.9% | ||
| Q2 24 | 4.4% | 0.6% | ||
| Q1 24 | 5.8% | 0.5% |
| Q4 25 | — | 5.36× | ||
| Q3 25 | — | 3.14× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 2.41× | ||
| Q2 24 | — | 2.66× | ||
| Q1 24 | — | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RBLX
Segment breakdown not available.
XYZ
| US | $5.7B | 91% |
| Non Us | $560.9M | 9% |
