Added to YB: 2025-09-19
Pitch date: 2025-06-30
RBLX [neutral]
Roblox Corporation
-51.12%
current return
Author Info
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Company Info
Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally.
Market Cap
$34.2B
Pitch Price
$104.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
-55.01
P/E
-33.80
EV/Sales
5.80
Sector
Entertainment
Category
growth
Show full summary:
Sands Capital Select Growth Strategy Portfolio Holding: Roblox Corporation
RBLX (holding update): Q1 reacceleration in DAUs, bookings, hours played (strongest sequential gain since 2020). EBITDA margins expanded 760bps YOY to 17% (highest since 2021). Guidance suggests continued margin expansion, potentially $1B FCF in 2025. New hit game emerging reinforces platform's UGC strength.
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