Playtika Holding Corp vs Roblox Corp

We do not publish a verdict for Playtika Holding Corp (PLTK) and Roblox Corp (RBLX) is overvalued.

We publish an intrinsic value for RBLX but not for PLTK, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Playtika Holding Corp (PLTK)

Discounting its cash flows would put the shares at $14.55: 6 times the price of $2.32. A gap that size says more about a model than about the market. It usually means heavy debt, where a small error in the value of the business becomes a large one in the value of the shares, or a business our method does not describe. We do not publish a verdict on this one.

Leak Score 56/100 on 2 of 12 signals

Roblox Corp (RBLX)

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

MetricPLTKRBLX
VerdictNo reliable verdictOvervalued
Price$2.32$49.87
Intrinsic value$8.17
Margin of safety-510%
Leak Score56/100 (2/12)21/100 (7/12)
Market cap$885M$35.6B
Revenue growth, 5 years3.0%39.6%
Operating margin17.1%-20.7%
Net margin-9.9%-17.6%
Return on equity-396.1%
Debt to equity12.08
Forward P/E3.5x
P/B234.3x
Dividend yield5.2%

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