Last updated:
LIVE
RBLX
Roblox Corporation · Communication Services
$47.55
+0.93% this month
VERSUS
⟷
COMPARE
U
Unity Software Inc. · Technology
$28.94
+4.82% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
RBLX
2
U
2
Comparison scoreboard
MIXED SETUPAI Score
RBLX ✓25.3
U 24.4
1Y Return
RBLX -59.92%
U ✓-13.38%
Fwd P/E
RBLX -37.13
U ✓21.99
Target Up.
RBLX ✓+39.41%
U +22.50%
Op. Margin
RBLX N/A
U N/A
Metrics last refreshed: 7/24/2026
Quick take
RBLX vs U: Roblox vs Unity — Which Gaming Platform Stock Is Better?: AI Score, Valuation, Performance and Upside
Roblox is a gaming and social platform with a massive young user base and a user-generated content model, while Unity is a game development engine that powers a large portion of the world's mobile and multi-platform games. Roblox is a consumer platform business; Unity is a B2B developer tools and services business. Both face challenges: Roblox needs to monetise better; Unity needs to rebuild developer trust.
Use this RBLX vs U comparison to choose between a consumer gaming platform and a developer tools business. Roblox offers engagement scale with a hard monetisation problem; Unity has deep engine infrastructure with a trust and competition problem following the runtime fee controversy.
Live analysis · updated 7/24/2026
RBLX and U are closely matched — they split the tracked metrics evenly. U leads on both 1-year return (-13.38%) and forward P/E quality (21.99x vs -37.13x for RBLX), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for RBLX (+39.41%) than for U (+22.50%).
Normalized 1Y performance
RBLX
U
Recent returns
RBLX
U
Analyst price targets & sentiment
RBLX · 31 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.8/5.0)
Price target range
analyst low$45.00
analyst high$105.00
analyst mean$66.29
current price$47.55
+39.4% upside to analyst mean
U · 22 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.8/5.0)
Price target range
analyst low$28.00
analyst high$45.00
analyst mean$35.45
current price$28.94
+22.5% upside to analyst mean
Who should consider this stock?
RBLX may suit investors who:
- →Believe Roblox's massive daily active user base will drive meaningfully higher monetisation per user over time
- →See older demographic expansion as a multi-year growth catalyst for bookings
- →Want exposure to a unique social and creation platform beyond traditional gaming
- →Are comfortable with a long timeline to GAAP profitability while user and engagement metrics grow
U may suit investors who:
- →See a recovery opportunity in the world's most widely used mobile game development engine
- →Believe Unity 6 and clearer pricing will rebuild developer trust and stabilise the customer base
- →Value Unity's non-gaming applications in automotive and simulation as an emerging revenue diversifier
- →Think the runtime fee controversy repricing has created a valuation opportunity in a fundamentally important developer platform
Performance & AI score
| Metric | RBLX | U |
|---|---|---|
| AI score | 25.3 | 24.4 |
| AI rank | #2818 | #3166 |
| Latest close | $47.55 | $28.94 |
| 1M return | +0.93% | +4.82% |
| 6M return | -37.17% | -31.08% |
| 1Y return | -59.92% | -13.38% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | RBLX | U |
|---|---|---|
| 1Y ago | $4.01K (-59.9%) started 2025-07-23 | $8.66K (-13.4%) started 2025-07-23 |
| 5Y ago | $5.81K (-41.9%) started 2021-07-23 | $2.74K (-72.6%) started 2021-07-23 |
| 10Y ago | $6.84K (-31.6%) started 2021-03-10 | $4.23K (-57.7%) started 2020-09-18 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | RBLX | U |
|---|---|---|
| Market cap | $34.04B | $12.63B |
| Trailing P/E | N/A | N/A |
| Forward P/E | -37.13 | 21.99 |
| Price/Sales | 6.43 | 6.57 |
| EV/Revenue | 6.16 | 6.80 |
| Analyst target | $66.29 | $35.45 |
| Target upside | +39.41% | +22.50% |
Growth, profitability & risk
| Metric | RBLX | U |
|---|---|---|
| Revenue growth | 39.30% | 16.80% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +22.72% | +31.23% |
| Operating margin | N/A | N/A |
| Profit margin | -20.69% | -34.99% |
| ROIC proxy | -311.94% | -20.11% |
| Return on equity | -311.94% | -20.11% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.41 | 2.05 |
| Debt/equity | 435.04 | 71.56 |
| Current ratio | 0.89 | 1.95 |
| Quick ratio | 0.71 | 1.86 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
RBLX max drawdown70.82%
U max drawdown65.37%
RBLX max wkly drop23.55%
U max wkly drop39.56%
5Y risk snapshot
RBLX max drawdown82.79%
U max drawdown93.07%
RBLX max wkly drop37.68%
U max wkly drop56.35%
10Y risk snapshot
RBLX max drawdown82.79%
U max drawdown93.07%
RBLX max wkly drop37.68%
U max wkly drop56.35%
Performance metrics by period
| Period | Metric | RBLX | U |
|---|---|---|---|
| 1Y | Growth | -59.92% | -13.38% |
| CAGR | -59.94% | -13.39% | |
| Sharpe ratio | -1.19 | 0.12 | |
| Max drawdown | 70.82% | 65.37% | |
| Max daily drop | 18.33% | 26.32% | |
| Max wkly drop | 23.55% | 39.56% | |
| 5Y | Growth | -41.89% | -72.57% |
| CAGR | -10.29% | -22.80% | |
| Sharpe ratio | 0.13 | -0.00 | |
| Max drawdown | 82.79% | 93.07% | |
| Max daily drop | 26.51% | 37.05% | |
| Max wkly drop | 37.68% | 56.35% | |
| 10Y | Growth | -31.58% | -57.66% |
| CAGR | -6.83% | -13.68% | |
| Sharpe ratio | 0.18 | 0.13 | |
| Max drawdown | 82.79% | 93.07% | |
| Max daily drop | 26.51% | 37.05% | |
| Max wkly drop | 37.68% | 56.35% |
Business comparison
| Category | RBLX | U |
|---|---|---|
| Company | Roblox Corporation | Unity Software Inc. |
| Sector | Communication Services | Technology |
| Industry | N/A | N/A |
| Core business | Online gaming and social platform where users create, share, and play user-generated games and experiences. Revenue comes from Robux (virtual currency) purchases. Targeting expansion into older demographics and more immersive experiences. | Game development engine and platform used by a majority of mobile and multi-platform game developers. Also serves automotive, architecture, and simulation industries. Revenue from Create (subscriptions) and Grow (advertising) segments. |
| Investor focus | Daily active user growth and engagement hours, bookings growth, Robux spending per user, age demographic expansion beyond under-13, and monetisation per engagement. | Unity 6 engine adoption, Create subscription revenue stabilisation, advertising revenue recovery, and broader use in non-gaming industries such as automotive and simulation. |
RBLX strengths
- →Enormous and highly engaged user community of over 85 million daily active users, mostly younger demographics
- →User-generated content model means millions of developers create content at no direct cost to Roblox
- →Social and creation dimensions create deep engagement that keeps users returning consistently
U strengths
- →Unity is used to build the majority of mobile games globally, creating deep developer ecosystem lock-in
- →Cross-platform deployment capability makes Unity the default choice for multi-platform game development
- →Non-gaming applications in architecture, automotive, and simulation represent a large adjacent market
Risks to watch — RBLX
- →Core user base skews young — expanding to older demographics is critical but uncertain
- →Monetisation per user is low and bookings conversion has been inconsistent
- →Safety and content moderation concerns around young user interactions receive ongoing regulatory scrutiny
Risks to watch — U
- →Runtime fee controversy in 2023 significantly damaged developer trust and drove some studios to Unreal Engine
- →Advertising revenue segment (Grow) has been volatile and faces competitive pressure
- →Epics' Unreal Engine is taking share in higher-fidelity game development segments
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →