Roblox Corp (RBLX) is overvalued and Take-Two Interactive Software Inc (TTWO) is overvalued.
Both trade above our estimate of their intrinsic value. RBLX is the closer of the two: -510%, against -2159% for TTWO.
Values as of the 22 Sept 2026 close.
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
Its through-the-cycle earnings (6.3% median margin), capitalised at 9.5% with no growth, values the shares at $9.10; the price of $205.53 is 2159% above that value.
Leak Score 17/100 on 7 of 12 signals
| Metric | RBLX | TTWO |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $49.87 | $205.53 |
| Intrinsic value | $8.17 | $9.10 |
| Margin of safety | -510% | -2159% |
| Leak Score | 21/100 (7/12) | 17/100 (7/12) |
| Market cap | $35.6B | $38.4B |
| Revenue growth, 5 years | 39.6% | 14.6% |
| Operating margin | -20.7% | -1.0% |
| Net margin | -17.6% | -4.8% |
| Return on equity | -396.1% | -9.0% |
| Debt to equity | 12.08 | 0.82 |
| Forward P/E | — | 20.1x |
| P/B | 234.3x | 10.7x |