Roblox Corporation RBLX

Competitive advantage analysis · communication-services

Corporate Default
Overall moat score
43/100
Developing

Ranked against 25 peers in Electronic Gaming & Multimedia

About Roblox Corporation

Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally. It offers Roblox Client, an application that allows users to explore immersive experience; Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate immersive experiences and other content; and Roblox Cloud, which provides services and infrastructure that power the … Full RBLX analysis →

Key strengths

  • Cash Generation Consistent Cash generation is consistent (score 0.90), indicating reliable business model.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.90).

Key risks

  • ROIC Below WACC or Peers ROIC at 13.0th percentile suggests inefficient capital deployment.
  • Elevated Debt Risk Debt serviceability is weak (score 0.22), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
43
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Cost Advantage

Premium

Signals, strengths and risks for Customer Stickiness

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Resilience

Premium

Signals, strengths and risks for Scale & Market Position

Where RBLX ranks in Electronic Gaming & Multimedia

Roblox Corporation ranks #15 of 26 scored companies in Electronic Gaming & Multimedia by moat score — the top 58%. The widest moat in the group is NetEase, Inc. (NTES) at 83/100.

# Company Moat score Rating
11 Nexters Inc. Warrant GDEVW 53/100 Moderate
12 GDEV Inc. GDEV 53/100 Moderate
13 Sohu.com Limited SOHU 49/100 Developing
14 Playtika Holding Corp. PLTK 48/100 Developing
15 Roblox Corporation RBLX 43/100 Developing
16 Golden Matrix Group, Inc. GMGI 42/100 Developing
17 Take-Two Interactive Software, TTWO 39/100 Developing
18 Snail, Inc. SNAL 37/100 Developing
19 TruGolf Holdings, Inc. TRUG 36/100 Developing

See every General Corporate company ranked by moat score →

How RBLX scores on the Corporate Default defenses

Pricing Power

Score 43 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 55 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 60 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 11 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 40 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 58 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding RBLX's moat

What is Roblox Corporation's moat score?

Roblox Corporation (RBLX) scores 43 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #15 of 26 scored companies in Electronic Gaming & Multimedia, the top 58%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 25 companies in Electronic Gaming & Multimedia. Its strongest defense is Customer Stickiness (60/100) and its weakest is Capital Efficiency (11/100).

How does Roblox Corporation compare with other Electronic Gaming & Multimedia companies?

Roblox Corporation ranks #15 of 26 scored companies in Electronic Gaming & Multimedia by moat score. The widest moat in Electronic Gaming & Multimedia is NetEase, Inc. (NTES) at 83/100. The companies ranked closest are Playtika Holding Corp. (PLTK) at 48 just above it and Golden Matrix Group, Inc. (GMGI) at 42 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 25 companies in Electronic Gaming & Multimedia. The defenses are then weighted to produce the overall score out of 100.

Why is Roblox Corporation scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Roblox Corporation?

The Corporate Default template measures 6 defenses, and RBLX scores: Pricing Power (43), Cost Advantage (55), Customer Stickiness (60), Capital Efficiency (11), Resilience (40), Scale & Market Position (58). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000