analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
RBLX: 4—DDD: 1wins
Rule of 40
62.9RBLX
-44.1DDD
check_circleRBLX leads
Revenue Growth
36.5%RBLX
-14.5%DDD
check_circleRBLX leads
Gross Margin
92%RBLX
35%DDD
check_circleRBLX leads
FCF Margin
26.4%RBLX
-29.6%DDD
check_circleRBLX leads
Operating Margin
-23.8%RBLX
-21.3%DDD
check_circleDDD leads
NRR
—RBLX
—DDD
Metric
Rule of 40Efficiency score
RBLX
62.9check_circle
DDD
-44.1
Revenue GrowthYoY
RBLX
36.5%check_circle
DDD
-14.5%
Gross Margin% of revenue
RBLX
92%check_circle
DDD
35%
FCF MarginFree cash flow
RBLX
26.4%check_circle
DDD
-29.6%
Operating MarginGAAP
RBLX
-23.8%
DDD
-21.3%check_circle
NRRNet retention
RBLX
N/A
DDD
N/A
EV / RevenueValuation multiple
RBLX
6.2x
DDD
1.2xcheck_circle
Market CapUSD
RBLX
$29.9Bcheck_circle
DDD
$427.6M
ARR GrowthYoY
RBLX
N/A
DDD
N/A
CAC PaybackMonths to recover
RBLX
N/A
DDD
N/A
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insights
Analysis
As of Q1 2026, Roblox Corp trades at 6.2x EV/Revenue versus 3D SYSTEMS CORP at 1.2x. On the Rule of 40, Roblox Corp scores 62.9 compared to 3D SYSTEMS CORP's -44.1, placing Roblox Corp ahead in operating efficiency. Gross margins stand at Roblox Corp 92% vs 3D SYSTEMS CORP 35%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.