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罗布乐思（RBLX）与WEIS MARKETS INC（WMK）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是WEIS MARKETS INC的1.1倍（$1.4B vs $1.3B），WEIS MARKETS INC净利率更高（2.5% vs -22.3%，领先24.8%），罗布乐思同比增速更快（43.2% vs 5.0%），罗布乐思自由现金流更多（$308.6M vs $36.4M），过去两年罗布乐思的营收复合增速更高（32.9% vs 4.7%）
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
魏斯市场（Weis Markets）是美国本土食品零售企业，总部位于宾夕法尼亚州森伯里。目前在宾夕法尼亚、马里兰、纽约、新泽西、西弗吉尼亚、弗吉尼亚、特拉华七个州运营200家门店，员工规模超2.3万人。
RBLX vs WMK — 直观对比
营收规模更大
RBLX
是对方的1.1倍
$1.3B
营收增速更快
RBLX
高出38.2%
5.0%
净利率更高
WMK
高出24.8%
-22.3%
自由现金流更多
RBLX
多$272.1M
$36.4M
两年增速更快
RBLX
近两年复合增速
4.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $-316.0M | $32.0M |
| 毛利率 | 77.7% | 25.3% |
| 营业利润率 | -25.3% | 3.2% |
| 净利率 | -22.3% | 2.5% |
| 营收同比 | 43.2% | 5.0% |
| 净利润同比 | -43.9% | -5.1% |
| 每股收益（稀释后） | $-0.44 | $1.27 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收RBLXWMK
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $988.2M | $1.2B | ||
| Q3 24 | $919.0M | $1.2B | ||
| Q2 24 | $893.5M | $1.2B | ||
| Q1 24 | $801.3M | $1.2B |
净利润RBLXWMK
| Q4 25 | $-316.0M | $32.0M | ||
| Q3 25 | $-255.6M | $16.9M | ||
| Q2 25 | $-278.4M | $25.3M | ||
| Q1 25 | $-215.1M | $19.5M | ||
| Q4 24 | $-219.6M | $33.7M | ||
| Q3 24 | $-239.3M | $24.5M | ||
| Q2 24 | $-205.9M | $25.4M | ||
| Q1 24 | $-270.6M | $22.4M |
毛利率RBLXWMK
| Q4 25 | 77.7% | 25.3% | ||
| Q3 25 | 78.2% | 24.7% | ||
| Q2 25 | 78.2% | 25.2% | ||
| Q1 25 | 78.3% | 24.8% | ||
| Q4 24 | 77.9% | 25.4% | ||
| Q3 24 | 77.7% | 24.6% | ||
| Q2 24 | 77.8% | 25.1% | ||
| Q1 24 | 77.7% | 24.9% |
营业利润率RBLXWMK
| Q4 25 | -25.3% | 3.2% | ||
| Q3 25 | -21.8% | 1.7% | ||
| Q2 25 | -29.8% | 2.5% | ||
| Q1 25 | -24.6% | 1.8% | ||
| Q4 24 | -24.7% | 3.3% | ||
| Q3 24 | -30.4% | 2.3% | ||
| Q2 24 | -26.6% | 2.6% | ||
| Q1 24 | -37.7% | 2.2% |
净利率RBLXWMK
| Q4 25 | -22.3% | 2.5% | ||
| Q3 25 | -18.8% | 1.4% | ||
| Q2 25 | -25.8% | 2.1% | ||
| Q1 25 | -20.8% | 1.6% | ||
| Q4 24 | -22.2% | 2.7% | ||
| Q3 24 | -26.0% | 2.1% | ||
| Q2 24 | -23.0% | 2.1% | ||
| Q1 24 | -33.8% | 1.9% |
每股收益（稀释后）RBLXWMK
| Q4 25 | $-0.44 | $1.27 | ||
| Q3 25 | $-0.37 | $0.69 | ||
| Q2 25 | $-0.41 | $0.96 | ||
| Q1 25 | $-0.32 | $0.73 | ||
| Q4 24 | $-0.32 | $1.25 | ||
| Q3 24 | $-0.37 | $0.91 | ||
| Q2 24 | $-0.32 | $0.95 | ||
| Q1 24 | $-0.43 | $0.83 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $3.1B | $214.2M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $394.5M | $1.4B |
| 总资产 | $9.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 2.98× | — |
8季度趋势，按日历期对齐
现金及短期投资RBLXWMK
| Q4 25 | $3.1B | $214.2M | ||
| Q3 25 | $2.9B | $177.6M | ||
| Q2 25 | $2.6B | $188.8M | ||
| Q1 25 | $2.7B | $337.9M | ||
| Q4 24 | $2.4B | $382.3M | ||
| Q3 24 | $2.3B | $381.2M | ||
| Q2 24 | $2.4B | $398.7M | ||
| Q1 24 | $2.4B | $397.5M |
总债务RBLXWMK
| Q4 25 | $1.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RBLXWMK
| Q4 25 | $394.5M | $1.4B | ||
| Q3 25 | $407.6M | $1.3B | ||
| Q2 25 | $353.2M | $1.3B | ||
| Q1 25 | $310.7M | $1.4B | ||
| Q4 24 | $221.4M | $1.4B | ||
| Q3 24 | $189.9M | $1.4B | ||
| Q2 24 | $121.5M | $1.4B | ||
| Q1 24 | $71.6M | $1.4B |
总资产RBLXWMK
| Q4 25 | $9.6B | $2.0B | ||
| Q3 25 | $8.6B | $2.0B | ||
| Q2 25 | $7.8B | $1.9B | ||
| Q1 25 | $7.5B | $2.1B | ||
| Q4 24 | $7.2B | $2.1B | ||
| Q3 24 | $6.7B | $2.1B | ||
| Q2 24 | $6.5B | $2.1B | ||
| Q1 24 | $6.3B | $2.0B |
负债/权益比RBLXWMK
| Q4 25 | 2.98× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 5.48× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $607.0M | $86.6M |
| 自由现金流经营现金流 - 资本支出 | $308.6M | $36.4M |
| 自由现金流率自由现金流/营收 | 21.8% | 2.8% |
| 资本支出强度资本支出/营收 | 21.1% | 3.9% |
| 现金转化率经营现金流/净利润 | — | 2.71× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $4.8M |
8季度趋势，按日历期对齐
经营现金流RBLXWMK
| Q4 25 | $607.0M | $86.6M | ||
| Q3 25 | $546.2M | $59.2M | ||
| Q2 25 | $199.3M | $56.6M | ||
| Q1 25 | $443.9M | $4.9M | ||
| Q4 24 | $184.5M | $87.1M | ||
| Q3 24 | $247.4M | $25.8M | ||
| Q2 24 | $151.4M | $40.3M | ||
| Q1 24 | $238.9M | $34.2M |
自由现金流RBLXWMK
| Q4 25 | $308.6M | $36.4M | ||
| Q3 25 | $443.6M | $-4.7M | ||
| Q2 25 | $176.7M | $1.4M | ||
| Q1 25 | $426.5M | $-28.3M | ||
| Q4 24 | $120.6M | $33.7M | ||
| Q3 24 | $218.0M | $-16.5M | ||
| Q2 24 | $111.7M | $10.2M | ||
| Q1 24 | $192.3M | $-1.3M |
自由现金流率RBLXWMK
| Q4 25 | 21.8% | 2.8% | ||
| Q3 25 | 32.6% | -0.4% | ||
| Q2 25 | 16.3% | 0.1% | ||
| Q1 25 | 41.2% | -2.4% | ||
| Q4 24 | 12.2% | 2.7% | ||
| Q3 24 | 23.7% | -1.4% | ||
| Q2 24 | 12.5% | 0.9% | ||
| Q1 24 | 24.0% | -0.1% |
资本支出强度RBLXWMK
| Q4 25 | 21.1% | 3.9% | ||
| Q3 25 | 7.5% | 5.1% | ||
| Q2 25 | 2.1% | 4.5% | ||
| Q1 25 | 1.7% | 2.8% | ||
| Q4 24 | 6.5% | 4.3% | ||
| Q3 24 | 3.2% | 3.6% | ||
| Q2 24 | 4.4% | 2.5% | ||
| Q1 24 | 5.8% | 3.0% |
现金转化率RBLXWMK
| Q4 25 | — | 2.71× | ||
| Q3 25 | — | 3.50× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 2.59× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.58× | ||
| Q1 24 | — | 1.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
RBLX
暂无分部数据
WMK
| Grocery | $1.0B | 80% |
| Pharmacy | $186.7M | 14% |
| Fuel Product | $66.5M | 5% |
| Services | $5.9M | 0% |
| Manufacturing | $2.2M | 0% |
