Dave & Buster’s Entertainment (PLAY)vsTKO Group Holdings, Inc. (TKO)
PLAY
Dave & Buster’s Entertainment
$11.20
+0.18%
COMMUNICATION SERVICES · Cap: $397.77M
TKO
TKO Group Holdings, Inc.
$203.49
+0.49%
COMMUNICATION SERVICES · Cap: $39.07B
Smart Verdict
WallStSmart Research — data-driven comparison
TKO Group Holdings, Inc. generates 141% more annual revenue ($5.06B vs $2.10B). TKO leads profitability with a 4.5% profit margin vs -2.3%. TKO appears more attractively valued with a PEG of 1.43. TKO earns a higher WallStSmart Score of 63/100 (C+).
PLAY
Hold38
out of 100
Grade: F
TKO
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Earnings expanding 63.0% YoY
Strong operational efficiency at 21.2%
Revenue surging 25.9% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 3.1%
ROE of -53.4% — below average capital efficiency
Revenue declined 0.9%
ROE of 6.7% — below average capital efficiency
4.5% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : PLAY
PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bull Case : TKO
The strongest argument for TKO centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 25.9% demonstrates continued momentum. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bear Case : PLAY
The primary concerns for PLAY are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 34.71 is elevated, increasing financial risk.
Bear Case : TKO
The primary concerns for TKO are Return on Equity, Profit Margin, Debt/Equity. A P/E of 75.7x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
PLAY profiles as a turnaround stock while TKO is a growth play — different risk/reward profiles.
PLAY carries more volatility with a beta of 1.82 — expect wider price swings.
TKO is growing revenue faster at 25.9% — sustainability is the question.
TKO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
TKO scores higher overall (63/100 vs 38/100) and 25.9% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Dave & Buster’s Entertainment
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Dave & Buster's Entertainment, Inc. owns and operates adult and family entertainment venues and restaurants in North America. The company is headquartered in Dallas, Texas.
TKO Group Holdings, Inc.
COMMUNICATION SERVICES · ENTERTAINMENT · USA
TKO Group Holdings, Inc. is a sports and entertainment company. The company is headquartered in New York, New York.
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