Roblox Corp (RBLX)vsSohu.Com Inc (SOHU)
RBLX
Roblox Corp
$45.50
+1.38%
COMMUNICATION SERVICES · Cap: $32.02B
SOHU
Sohu.Com Inc
$13.68
+1.30%
COMMUNICATION SERVICES · Cap: $413.40M
Smart Verdict
WallStSmart Research — data-driven comparison
Roblox Corp generates 849% more annual revenue ($5.69B vs $599.25M). SOHU leads profitability with a 38.2% profit margin vs -17.6%. RBLX appears more attractively valued with a PEG of 8.18. SOHU earns a higher WallStSmart Score of 55/100 (C-).
RBLX
Hold36
out of 100
Grade: F
SOHU
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.5%
Fair Value
$78.81
Current Price
$45.50
$33.31 discount
Margin of Safety
+67.5%
Fair Value
$50.53
Current Price
$13.68
$36.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Safe zone — low bankruptcy risk
Areas to Watch
0.0% earnings growth
Expensive relative to growth rate
Trading at 216.7x book value
ROE of -658.3% — below average capital efficiency
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 75.7%
Operating margin of -13.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : RBLX
The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 35.9% demonstrates continued momentum.
Bull Case : SOHU
The strongest argument for SOHU centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 38.2% and operating margin at -13.5%.
Bear Case : RBLX
The primary concerns for RBLX are EPS Growth, PEG Ratio, Price/Book. Debt-to-equity of 12.08 is elevated, increasing financial risk.
Bear Case : SOHU
The primary concerns for SOHU are Market Cap, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
RBLX profiles as a hypergrowth stock while SOHU is a mature play — different risk/reward profiles.
RBLX carries more volatility with a beta of 1.47 — expect wider price swings.
RBLX is growing revenue faster at 35.9% — sustainability is the question.
Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SOHU scores higher overall (55/100 vs 36/100), backed by strong 38.2% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Roblox Corp
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Roblox Corporation develops and operates an online entertainment platform. The company is headquartered in San Mateo, California.
Visit Website →Sohu.Com Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · China
Sohu.com Limited provides online media, games and search products and services on PC and mobile devices in China. The company is headquartered in Beijing, China.
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