RBLX

Roblox Corporation

Technology · $30.9B market cap

Verdict

Share price

$44.12

close of Oct 3, 2026

Fair value

$68.66

Sticker Price

Payback Price

—

no buy price

Undervalued

RBLX is Undervalued: at $44.12 it trades 36% below its fair value of $68.66. There's no buy price: it has lost money 3 years in a row, so its value rests on sales alone. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Sales-Based (P/S). It has reported a loss for 3 years in a row. Its free cash flow looks positive ($1.35B), but $1.13B of that is stock paid to employees rather than cash, so we value it on its sales instead.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth31.7% a year✓
Sales growth39.6% a year✓
Free cash flow growth25.8% a year✓
Return on invested capital-31.7%✗

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Superinvestors

1 of the investors we track holds RBLX. In Q2 2026, 1 trimmed and 2 sold out. Who we track

Moves in Q2 2026

Trimmed: ValueAct Capital

Sold out: Lee Ainslie, Henry Ellenbogen

Insider activity

Since Jun 15, 2026: no open-market purchases, 33 sales worth $7.1M and 7 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-09-08

Sold

$5K

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-09-08

Sold

$169K

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-09-08

Sold

$85K

Baszucki Gregory

director · 2026-09-01

Sold

$128K

Baszucki Gregory

director · 2026-09-01

Sold

$209K

Show all 33 sales

Baszucki Gregory

director · 2026-09-01

Sold

$128K

Baszucki Gregory

director · 2026-09-01

Sold

$209K

Wong Andrea L

director · 2026-08-31

Sold

$23K

Rawlings Amy Marie

Chief Accounting Officer · 2026-08-25

Sold

$9K

BUCKLEY SEAN JACK

Chief People & Systems Officer · 2026-08-24

Sold

$167K

Baszucki David

President & CEO · 2026-08-20

Sold

$552K

Baszucki David

President & CEO · 2026-08-20

Sold

$1.4M

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-08-20

Sold

$189K

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-08-20

Sold

$492K

CHOPRA NAVEEN K.

Chief Financial Officer · 2026-08-20

Sold

$181K

CHOPRA NAVEEN K.

Chief Financial Officer · 2026-08-20

Sold

$484K

Rawlings Amy Marie

Chief Accounting Officer · 2026-08-20

Sold

$45K

Rawlings Amy Marie

Chief Accounting Officer · 2026-08-20

Sold

$147K

BUCKLEY SEAN JACK

Chief People & Systems Officer · 2026-08-20

Sold

$51K

BUCKLEY SEAN JACK

Chief People & Systems Officer · 2026-08-20

Sold

$162K

Kaufman Matthew D

Chief Safety Officer · 2026-08-20

Sold

$150K

Kaufman Matthew D

Chief Safety Officer · 2026-08-20

Sold

$415K

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-08-19

Sold

$250K

Baszucki Gregory

director · 2026-08-04

Sold

$38K

Baszucki Gregory

director · 2026-08-04

Sold

$274K

Baszucki Gregory

director · 2026-08-04

Sold

$38K

Baszucki Gregory

director · 2026-08-04

Sold

$274K

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-07-06

Sold

$64K

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-07-06

Sold

$184K

Reinstra Mark

Chief Legal Off. & Corp. Sec. · 2026-07-06

Sold

$11K

Baszucki Gregory

director · 2026-07-01

Sold

$315K

Baszucki Gregory

director · 2026-07-01

Sold

$129K

Baszucki Gregory

director · 2026-07-01

Sold

$36K

Other filings

About Roblox Corporation

Roblox Corporation oversees the development and operation of a leading digital entertainment ecosystem. Its offerings include Roblox Studio, a complimentary suite of tools empowering developers and artists to construct, launch, and manage interactive 3D environments and various other forms of content. Through the Roblox Client application, users can navigate and immerse themselves in these digital 3D realms. The…

Electronic Gaming & Multimedia

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works