RBLXRoblox Corp
Services-Prepackaged Software
- Revenue
- $4.9B
- 36% YoY
- Operating margin
- -25.2%
- 15% YoY
- EBITDA
- −$1.0B
- 20% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $81M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired23% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.9B | $2.2B | $2.8B | $3.6B | $4.9B | 36% |
| Operating income | −$495M | −$924M | −$1.3B | −$1.1B | −$1.2B | 16% |
| Net income | −$503M | −$934M | −$1.2B | −$941M | −$1.1B | 14% |
| Operating cash flow | $659M | $369M | $458M | $822M | $1.8B | 118% |
| Capex | $93M | $426M | $321M | $180M | $441M | 145% |
| Stock-based comp | $342M | $589M | $868M | $1.0B | $1.1B | 11% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 13
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $25M | $82M | 117 | 260 |
| FY2024 | $3M | −$164M | 83 | 210 |
| FY2023 | $2M | $123M | 66 | 153 |
| FY2022 | $1M | −$574M | 41 | 97 |
| FY2021 | $233M | $745M | 148 | 135 |