analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
RBLX: 4—ACIW: 1wins
Rule of 40
62.9RBLX
24.2ACIW
check_circleRBLX leads
Revenue Growth
36.5%RBLX
6.9%ACIW
check_circleRBLX leads
Gross Margin
92%RBLX
47%ACIW
check_circleRBLX leads
FCF Margin
26.4%RBLX
17.3%ACIW
check_circleRBLX leads
Operating Margin
-23.8%RBLX
16.4%ACIW
check_circleACIW leads
NRR
—RBLX
—ACIW
Metric
Rule of 40Efficiency score
RBLX
62.9check_circle
ACIW
24.2
Revenue GrowthYoY
RBLX
36.5%check_circle
ACIW
6.9%
Gross Margin% of revenue
RBLX
92%check_circle
ACIW
47%
FCF MarginFree cash flow
RBLX
26.4%check_circle
ACIW
17.3%
Operating MarginGAAP
RBLX
-23.8%
ACIW
16.4%check_circle
NRRNet retention
RBLX
N/A
ACIW
N/A
EV / RevenueValuation multiple
RBLX
6.2x
ACIW
3.0xcheck_circle
Market CapUSD
RBLX
$29.9Bcheck_circle
ACIW
$4.4B
ARR GrowthYoY
RBLX
N/A
ACIW
N/A
CAC PaybackMonths to recover
RBLX
N/A
ACIW
N/A
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insights
Analysis
As of Q1 2026, Roblox Corp trades at 6.2x EV/Revenue versus ACI WORLDWIDE, INC. at 3.0x. On the Rule of 40, Roblox Corp scores 62.9 compared to ACI WORLDWIDE, INC.'s 24.2, placing Roblox Corp ahead in operating efficiency. Gross margins stand at Roblox Corp 92% vs ACI WORLDWIDE, INC. 47%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.