Roblox vs Take TWO Interactive Software
Take TWO Interactive Software is the larger business, with $6.66bn of revenue in fiscal 2026 against $4.89bn for Roblox (1.4 times as much). Roblox grew faster (35.8% against 18.2%). Take TWO Interactive Software kept more of each dollar of sales as profit: a net margin of -4.5% against -21.8%. Take TWO Interactive Software carries less debt relative to equity (72.1% against 301.9%).
| Latest fiscal year | RobloxRBLX, 2025 | Take TWO Interactive SoftwareTTWO, 2026 |
|---|---|---|
| Revenue | $4.89bn | $6.66bn |
| Revenue growth | 35.8% | 18.2% |
| Net income | −$1.07bn | −$298m |
| Operating margin | -25.2% | -1.6% |
| Net margin | -21.8% | -4.5% |
| Return on equity | — | -10.6% |
| Free cash flow | $1.36bn | $462m |
| Cash | $1.21bn | $1.55bn |
| Total debt | $1.19bn | $2.53bn |
| Debt to equity | 301.9% | 72.1% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | 3,065 | 9,998 |
| Market value | $32.29bn | $36.40bn |
| Price vs our value range | Above our value range | — |
| Moat score | 65 (Moderate) | 37 (Weak) |
| Insider trades, 12 months | 0 buys, 187 sales | 0 buys, 93 sales |