Skillz Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Skillz Inc (SKLZ) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Skillz Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 117M vs 912,751M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+5.5% annualized vs trailing 12 months), vs holding steady (+0.5%) for its tracked peer group.
- Growth: Skillz Inc generated 22.9% revenue growth year over year in Q2 2026, vs 20.4% for its tracked competitors combined.
- Profitability: Its -79.0% net margin compares with 61.9% for the peer group.
- Peer revenue share: Skillz Inc accounted for 0.0% of combined revenue among its tracked peer group, up from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.32M compares with $4.29M for the peer group (0.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
SKLZ Sales vs. its Competitors, Q2 2026
Skillz Inc reported revenue growth of 22.92 % year on year in Q2 2026, above its competitors' combined revenue growth of 20.35 %.
With a net margin of -78.97 %, Skillz Inc reported lower profitability than its competitors (61.93 %).
Skillz Inc generated 0.01 % of the combined sales of its peer group, up from 0.01 % a year earlier.
Skillz Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Skillz Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Skillz Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Skillz Inc's competitor groups requires a Commercial License.
For context: the Cloud Computing & Data Analytics industry grew revenue 1.3% year over year, combined, vs 22.9% for Skillz Inc. Skillz Inc's share of combined industry revenue moved from 0.02% to 0.02%, a gain of 0.00 percentage points.
Skillz Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Skillz Inc | No | Yes | Yes | No |
| Competitors combined (6) | ||||
| High-Confidence Competitors (8) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 87.50 % (7 of 8) | 75.00 % (6 of 8) | 0.00 % (0 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
SKLZ Stock Performance relative to its Competitors
SKLZ Stock Performance relative to High-Confidence Competitors
SKLZ Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Gamesquare Holdings Inc | 282.9% | Outperformed |
| 2 | Apple Inc | 282.9% | Outperformed |
| 3 | Versus Systems Inc | 282.9% | Outperformed |
| 4 | Ihuman Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Skillz Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Skillz Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Skillz Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Skillz Inc | 153.03 | 117.48 |
| Apple Inc | 4,847,014.27 | 466,823.00 |
| Alphabet Inc | 4,152,071.88 | 445,866.00 |
| Ihuman Inc | 305.08 | 115.31 |
| Gamesquare Holdings Inc | 292.32 | 54.69 |
| All In Futuretech Alliance Inc | 14.68 | 6.69 |
| SUBTOTAL | 8,999,856.42 | 912,983.94 |
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Sources: Skillz Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Skillz Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Skillz Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Alphabet | Named by the company | 85% |
| Named by the company | 85% | |
| Versus Systems Inc | Named by the company | 85% |
| Apple | Named by the company | 85% |
| AviaGames | Named by the company | 85% |
| Unity | Named by the company | 85% |
| Amazon | Named by the company | 85% |
| Papaya Gaming | Named by the company | 85% |
| Named by the company | 85% | |
| Voodoo | Named by the company | 85% |
| Sony | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Skillz Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Skillz Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Skillz Inc | Skillz 67.02 % |
| Apple Inc | Americas 41.84 % |
| Alphabet Inc | Google Services 85.60 % |
| Gamesquare Holdings Inc | Agency Revenue 65.69 % |
| All In Futuretech Alliance Inc | Reportable Business Segments 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Skillz Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Skillz Inc | 153 | 317,519 | -191,254 |
| Apple Inc | 4,847,014 | 2,812,187 | 776,687 |
| Alphabet Inc | 4,152,072 | 9,645,768 | 5,283,078 |
| Ihuman Inc | 305 | 384,357 | 45,477 |
| Gamesquare Holdings Inc | 292 | 379,767 | -418,620 |
| All In Futuretech Alliance Inc | 15 | 91,690 | -451,210 |
| PEERS TOTAL | 8,999,703 | 4,290,875 | 1,753,521 |
Skillz Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Skillz Inc | United States 75.10 % |
| Alphabet Inc | United States 47.77 % |
| Gamesquare Holdings Inc | US 58.03 % |
| All In Futuretech Alliance Inc | US 68.47 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Skillz Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 148 companies in Skillz Inc's industry classification, broader than the peer set above. Market cap in millions of $.Skillz Inc ranks #0 of 148 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 552, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Automatic Data Processing Inc | 105,584 | 16.97 % |
| 2 | Workday Inc | 46,594 | 7.49 % |
| 3 | Infosys Limited | 43,838 | 7.04 % |
| 4 | Zscaler Inc | 31,780 | 5.11 % |
| 5 | Reddit Inc | 1,234 | 5.2% |
| 6 | Cognizant Technology Solutions Corporation | 1,234 | 5.2% |
| 7 | Verisign Inc | 1,234 | 5.2% |
| 8 | Verisk Analytics Inc | 1,234 | 5.2% |
| 9 | Toast Inc | 1,234 | 5.2% |
| 10 | Wipro Limited | 1,234 | 5.2% |
| 0 | Skillz Inc | 131 | 0.00 % |
Market cap and industry share for the rest of Skillz Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-07-17.
Skillz Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Cloud Computing & Data Analytics industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (202 companies). See the full Cloud Computing & Data Analytics industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 87.77 % | 51.77 % (avg) | +36.0 pp |
| Operating Margin | -53.44 % | industry median | -52.5 pp |
| EBITDA Margin | -53.15 % | 2.99 % (avg) | -56.1 pp |
| Capital Intensity (Capex / Revenue) | 5.89 % | 5.27 % (avg) | +0.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Skillz Inc's Valuation vs Competitive Position
Valuation multiples vs the Cloud Computing & Data Analytics industry average (202 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Cloud Computing & Data Analytics industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 27.7x | - |
| EV / EBITDA | - | 16.4x | - |
| P/B | 1.2x | 4.0x | -2.8x |
| Return on Equity | -66.50 % | industry aggregate | -77.22 % |
| Return on Invested Capital | -22.63 % | 1.95 % (avg) | -24.58 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Skillz Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue Growth | - | - | -29.78 % | -43.61 % | -38.94 % | 12.52 % |
| Operating Margin | - | -74.75 % | -156.23 % | -75.15 % | -50.08 % | -61.17 % |
| Return on Invested Capital | -23.21 % | -21.21 % | -35.72 % | -17.54 % | -8.87 % | -17.34 % |
| P/E | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Skillz Inc's Strategic Group Map
Every company in Skillz Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Skillz Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Skillz Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 552 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 5.89 % vs industry average 5.27 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Skillz Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Skillz Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Skillz Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Skillz Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Skillz Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+5.5% annualized vs trailing 12 months).
Weaknesses
- Operating margin 52.5 points below the industry median.
- Return on equity 77.2 points below the industry aggregate.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Skillz Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Skillz Inc | 1.25 | 1.41 | 1.50 |
| Apple Inc | 0.26 | 0.96 | 0.99 |
| Alphabet Inc | 0.55 | 2.13 | 0.13 |
| Ihuman Inc | 3.16 | 3.57 | - |
| Gamesquare Holdings Inc | 0.09 | 0.75 | 0.17 |
| All In Futuretech Alliance Inc | 0.26 | 1.67 | 0.70 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Skillz Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Skillz Inc | Q2 2026 | +22.9 % | - |
| Apple Inc | Q2 2026 | +16.4 % | +27.1 % |
| Alphabet Inc | Q2 2026 | +24.2 % | +297.9 % |
| Ihuman Inc | Q4 2025 | -8.3 % | +1.0 % |
| Gamesquare Holdings Inc | Q2 2026 | +137.2 % | - |
| All In Futuretech Alliance Inc | Q2 2026 | -35.0 % | - |
| PEERS TOTAL | +20.3 % | +175.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Skillz Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Skillz Inc | Q2 2026 | +21.5 % | +90.9 % |
| Apple Inc | Q2 2026 | +8.6 % | -29.1 % |
| Alphabet Inc | Q2 2026 | +17.7 % | +100.1 % |
| Ihuman Inc | Q4 2025 | -4.0 % | -31.3 % |
| Gamesquare Holdings Inc | Q2 2026 | +71.5 % | -92.1 % |
| All In Futuretech Alliance Inc | Q2 2026 | - | - |
Skillz Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Skillz Inc | - | - | - |
| Apple Inc | 35.02% | 60.14% | 142.67% |
| Alphabet Inc | 35.42% | 42.01% | 50.84% |
| Ihuman Inc | 6.97% | 9.47% | 9.59% |
| Gamesquare Holdings Inc | - | - | - |
| All In Futuretech Alliance Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Skillz Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Skillz Inc | - | 1.30 |
| Apple Inc | 37.86 | 10.38 |
| Alphabet Inc | 16.94 | 9.31 |
| Ihuman Inc | 3.17 | 2.65 |
| Gamesquare Holdings Inc | - | 5.35 |
| All In Futuretech Alliance Inc | - | 2.19 |
| PEERS AVERAGE | 24.13 | 9.86 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.