Revenue Growth Rates Are More Stable Than They Seem All that being said, there are a few considerations that are weighing on its stock, which we'll turn our focus towards. The way that Roblox monetizes its platform is through in-app purchases.
Its platform is free to play, allowing users to enjoy a lot of free content without any upfront cost. Roblox provides a social platform where users can connect with friends and join communities. Roblox allows users to create their own games, virtual worlds, and experiences using its platform.
Nevertheless, I make the argument that if Roblox can convince investors that the business is still growing at 20% CAGR, investors will be keen to back this stock and this would see its multiple re-rating higher. Indeed, its underlying profitability leaves investors wanting more. I argue that Roblox ( NYSE: RBLX) is growing more stably than it may appear at first.īut I'm quick to note that the bull case is not without blemishes.
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