StockData

Cloudflare vs Roblox

NET and RBLX side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.

How NET and RBLX compare

Cloudflare is the larger company, worth 3.3 times as much as Roblox ($100.0B against $30.7B).

Cloudflare grew revenue faster over the last twelve months (33.5% versus 32.1% for Roblox).

Cloudflare keeps more of each dollar of sales as profit, with a net margin of −8.2% compared with −16.5% at Roblox.

Cloudflare scores higher on the StockData Score (9 against 6 for Roblox), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.

Key numbers

A dot marks the better figure where higher or lower is clearly better.

MetricNETRBLX
Size and price
Market cap$100.0B$30.7B
Share price$280.70$42.99
Change, 1 year23.4%−67.9%
Change, 5 years42.3%−44.9%
Beta (5Y)2.271.72
Employees5,1563,065
StockData Score
Total score9 (better)6
Valuation score00
Growth score34 (better)
Performance score11
Health score5 (better)1
Dividend score00
Valuation
P/S39.8×5.2× (better)
P/B61.7×–
P/FCF287×19.6× (better)
FCF yield0.35%5.1% (better)
Fair value$76.27–
Margin of safety−268%–
Growth
Revenue growth (TTM)33.5% (better)32.1%
Revenue growth, 5Y average38.1%39.6% (better)
Profitability
Gross margin72.6%79.3% (better)
Operating margin−14.1% (better)−19.8%
Net margin−8.2% (better)−16.5%
FCF margin13.9%26.6% (better)
Return on equity−14.4% (better)−478%
Financial health
Debt / equity0.00–
Interest coverage−30.9×−28.1× (better)
Current ratio1.82 (better)0.80
Altman Z-score12.66 (better)1.09
Piotroski F-score56 (better)
Dividends and buybacks
Buyback yield–−0.16%
Shareholder yield0.00% (better)−0.16%
Ownership
Held by institutions79.9%80.1%
Held by insiders8.2%9.5%
Insider net buying, 12 months−$660M−$105M (better)
Superinvestors holding–1
Short interest, % of float2.3%4.3%

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For information only, not investment advice. Check the source filings before relying on any figure.