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Side-by-side financial comparison of Roblox Corp (RBLX) and Zoetis (ZTS). Click either name above to swap in a different company.
Zoetis is the larger business by last-quarter revenue ($2.4B vs $1.4B, roughly 1.7× Roblox Corp). Zoetis runs the higher net margin — 25.3% vs -22.3%, a 47.6% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs 3.0%). Zoetis produced more free cash flow last quarter ($732.0M vs $308.6M). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs 4.4%).
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.
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
RBLX vs ZTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.4B |
| Net Profit | $-316.0M | $603.0M |
| Gross Margin | 77.7% | 70.2% |
| Operating Margin | -25.3% | 31.9% |
| Net Margin | -22.3% | 25.3% |
| Revenue YoY | 43.2% | 3.0% |
| Net Profit YoY | -43.9% | 3.8% |
| EPS (diluted) | $-0.44 | $1.37 |
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 | $2.4B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.1B | $2.5B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $988.2M | $2.3B | ||
| Q3 24 | $919.0M | $2.4B | ||
| Q2 24 | $893.5M | $2.4B | ||
| Q1 24 | $801.3M | $2.2B |
| Q4 25 | $-316.0M | $603.0M | ||
| Q3 25 | $-255.6M | $721.0M | ||
| Q2 25 | $-278.4M | $718.0M | ||
| Q1 25 | $-215.1M | $631.0M | ||
| Q4 24 | $-219.6M | $581.0M | ||
| Q3 24 | $-239.3M | $682.0M | ||
| Q2 24 | $-205.9M | $624.0M | ||
| Q1 24 | $-270.6M | $599.0M |
| Q4 25 | 77.7% | 70.2% | ||
| Q3 25 | 78.2% | 71.5% | ||
| Q2 25 | 78.2% | 73.6% | ||
| Q1 25 | 78.3% | 72.0% | ||
| Q4 24 | 77.9% | 69.5% | ||
| Q3 24 | 77.7% | 70.6% | ||
| Q2 24 | 77.8% | 71.7% | ||
| Q1 24 | 77.7% | 70.6% |
| Q4 25 | -25.3% | 31.9% | ||
| Q3 25 | -21.8% | 37.0% | ||
| Q2 25 | -29.8% | 36.7% | ||
| Q1 25 | -24.6% | 36.5% | ||
| Q4 24 | -24.7% | 31.6% | ||
| Q3 24 | -30.4% | 36.6% | ||
| Q2 24 | -26.6% | 33.0% | ||
| Q1 24 | -37.7% | 34.1% |
| Q4 25 | -22.3% | 25.3% | ||
| Q3 25 | -18.8% | 30.0% | ||
| Q2 25 | -25.8% | 29.2% | ||
| Q1 25 | -20.8% | 28.4% | ||
| Q4 24 | -22.2% | 25.1% | ||
| Q3 24 | -26.0% | 28.6% | ||
| Q2 24 | -23.0% | 26.4% | ||
| Q1 24 | -33.8% | 27.4% |
| Q4 25 | $-0.44 | $1.37 | ||
| Q3 25 | $-0.37 | $1.63 | ||
| Q2 25 | $-0.41 | $1.61 | ||
| Q1 25 | $-0.32 | $1.41 | ||
| Q4 24 | $-0.32 | $1.29 | ||
| Q3 24 | $-0.37 | $1.50 | ||
| Q2 24 | $-0.32 | $1.37 | ||
| Q1 24 | $-0.43 | $1.31 |
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 | — |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $394.5M | $3.3B |
| Total Assets | $9.6B | $15.5B |
| Debt / EquityLower = less leverage | 2.98× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.1B | — | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.7B | $1.7B | ||
| Q4 24 | $2.4B | $2.0B | ||
| Q3 24 | $2.3B | $1.7B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.4B | $2.0B |
| Q4 25 | $1.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $394.5M | $3.3B | ||
| Q3 25 | $407.6M | $5.4B | ||
| Q2 25 | $353.2M | $5.0B | ||
| Q1 25 | $310.7M | $4.7B | ||
| Q4 24 | $221.4M | $4.8B | ||
| Q3 24 | $189.9M | $5.2B | ||
| Q2 24 | $121.5M | $5.0B | ||
| Q1 24 | $71.6M | $5.1B |
| Q4 25 | $9.6B | $15.5B | ||
| Q3 25 | $8.6B | $15.2B | ||
| Q2 25 | $7.8B | $14.5B | ||
| Q1 25 | $7.5B | $14.1B | ||
| Q4 24 | $7.2B | $14.2B | ||
| Q3 24 | $6.7B | $14.4B | ||
| Q2 24 | $6.5B | $14.2B | ||
| Q1 24 | $6.3B | $14.3B |
| 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 | $893.0M |
| Free Cash FlowOCF − Capex | $308.6M | $732.0M |
| FCF MarginFCF / Revenue | 21.8% | 30.7% |
| Capex IntensityCapex / Revenue | 21.1% | 6.7% |
| Cash ConversionOCF / Net Profit | — | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $607.0M | $893.0M | ||
| Q3 25 | $546.2M | $938.0M | ||
| Q2 25 | $199.3M | $486.0M | ||
| Q1 25 | $443.9M | $587.0M | ||
| Q4 24 | $184.5M | $905.0M | ||
| Q3 24 | $247.4M | $951.0M | ||
| Q2 24 | $151.4M | $502.0M | ||
| Q1 24 | $238.9M | $595.0M |
| Q4 25 | $308.6M | $732.0M | ||
| Q3 25 | $443.6M | $805.0M | ||
| Q2 25 | $176.7M | $308.0M | ||
| Q1 25 | $426.5M | $438.0M | ||
| Q4 24 | $120.6M | $689.0M | ||
| Q3 24 | $218.0M | $784.0M | ||
| Q2 24 | $111.7M | $370.0M | ||
| Q1 24 | $192.3M | $455.0M |
| Q4 25 | 21.8% | 30.7% | ||
| Q3 25 | 32.6% | 33.5% | ||
| Q2 25 | 16.3% | 12.5% | ||
| Q1 25 | 41.2% | 19.7% | ||
| Q4 24 | 12.2% | 29.7% | ||
| Q3 24 | 23.7% | 32.8% | ||
| Q2 24 | 12.5% | 15.7% | ||
| Q1 24 | 24.0% | 20.8% |
| Q4 25 | 21.1% | 6.7% | ||
| Q3 25 | 7.5% | 5.5% | ||
| Q2 25 | 2.1% | 7.2% | ||
| Q1 25 | 1.7% | 6.7% | ||
| Q4 24 | 6.5% | 9.3% | ||
| Q3 24 | 3.2% | 7.0% | ||
| Q2 24 | 4.4% | 5.6% | ||
| Q1 24 | 5.8% | 6.4% |
| Q4 25 | — | 1.48× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 1.39× | ||
| Q2 24 | — | 0.80× | ||
| Q1 24 | — | 0.99× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RBLX
Segment breakdown not available.
ZTS
| Other | $1.3B | 56% |
| Livestock | $234.0M | 10% |
| Pain Sedation | $209.0M | 9% |
| Other Pharmaceuticals | $188.0M | 8% |
| Swine | $125.0M | 5% |
| Poultry | $117.0M | 5% |
| Fish | $81.0M | 3% |
| Other Non Pharmaceuticals | $70.0M | 3% |
| Manufactured Product Other | $18.0M | 1% |
| Medicated Feed Additives | $12.0M | 1% |
