RBLX compared with SHOP: revenue, margins and what each company keeps, and the suppliers and customers both name

RBLXRoblox Corp

Mkt capRevenueRevenue

SHOPShopify Inc.

Mkt capRevenueRevenue

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RBLXRoblox Corp

SHOPShopify Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only RBLX 14

AAPLApple App Storecustomer

GOOGLGoogle's Content Safety APIsupplier

MSFTMicrosoft Xboxsupplier

AMZNAmazon Web Services ("AWS")supplier

10 more · RBLX chain ›

Shared 0

No shared counterparties.

Only SHOP 19

METAMetacustomer

VVisasupplier

MAMastercardsupplier

AXPAmerican Expresssupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

15 more · SHOP chain ›

RBLXRoblox Corp

47.65· pre 47.44· delayed

Mkt cap$34.0BRevenue$1.5BQ2 FY26Revenue$4.9BFY25

SHOPShopify Inc.

143.68· pre 145.00· delayed

Pre-marketNov 6 '26delayed

Mkt cap$197.5BRevenue$3.7BQ3 FY26Revenue$11.6BFY25

Compare

Pre-marketNov 6 '26delayed

RBLXRoblox Corp

SHOPShopify Inc.

47.65pre 47.44delayed

Price

143.68pre 145.00delayed

$34.0B

Mkt cap

$197.5B

Q2 FY26$1.5B

Revenue

$3.7BQ3 FY26

FY25$4.9B

Revenue

$11.6BFY25

RBLX47.65vsSHOP143.68Pre-marketNov 6 '26delayed