DoubleDown Interactive Co Ltd ADR (DDI) is undervalued and Roblox Corp (RBLX) is overvalued.
Against our estimates of intrinsic value, DDI trades at the wider discount: a margin of safety of +64%, against -510% for RBLX.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $36.30; the price of $13.10 is 64% below that value, and 72% of that value comes from beyond year five.
Leak Score 84/100 on 3 of 12 signals
A 1.0x revenue multiple, discounted for its losses, values the shares at $8.17; the price of $49.87 is 510% above that value.
Leak Score 21/100 on 7 of 12 signals
| Metric | DDI | RBLX |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $13.10 | $49.87 |
| Intrinsic value | $36.30 | $8.17 |
| Margin of safety | +64% | -510% |
| Leak Score | 84/100 (3/12) | 21/100 (7/12) |
| Market cap | $649M | $35.6B |
| Revenue growth, 5 years | 0.1% | 39.6% |
| Operating margin | 38.1% | -20.7% |
| Net margin | 33.0% | -17.6% |
| Return on equity | 12.7% | -396.1% |
| Debt to equity | 0.04 | 12.08 |
| P/E | 5.2x | — |
| Forward P/E | 5.3x | — |
| P/B | 0.6x | 234.3x |