WallStSmart

Playtika Holding Corp (PLTK)vsTake-Two Interactive Software Inc (TTWO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Take-Two Interactive Software Inc generates 136% more annual revenue ($6.69B vs $2.83B). TTWO leads profitability with a -4.8% profit margin vs -9.9%. PLTK appears more attractively valued with a PEG of 1.52. PLTK earns a higher WallStSmart Score of 49/100 (D+).

PLTK

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 6.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.21

TTWO

Avoid

27

out of 100

Grade: F

Growth: 4.0Profit: 2.5Value: 4.0Quality: 5.0
Piotroski: 6/9Altman Z: 0.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PLTKUndervalued (+54.4%)

Margin of Safety

+54.4%

Fair Value

$7.47

Current Price

$2.30

$5.17 discount

UndervaluedFair: $7.47Overvalued

Intrinsic value data unavailable for TTWO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PLTK2 strengths · Avg: 9.0/10
Debt/EquityHealth
-6.2810/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
42.6%8/10

Earnings expanding 42.6% YoY

TTWO0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

PLTK4 concerns · Avg: 3.3/10
PEG RatioValuation
1.524/10

Expensive relative to growth rate

Market CapQuality
$919.22M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

TTWO4 concerns · Avg: 3.3/10
Price/BookValuation
12.3x4/10

Trading at 12.3x book value

Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

Operating MarginProfitability
0.5%3/10

Operating margin of 0.5%

PEG RatioValuation
3.192/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : PLTK

The strongest argument for PLTK centers on Debt/Equity, EPS Growth.

Bull Case : TTWO

TTWO has a balanced fundamental profile.

Bear Case : PLTK

The primary concerns for PLTK are PEG Ratio, Market Cap, Return on Equity.

Bear Case : TTWO

The primary concerns for TTWO are Price/Book, Revenue Growth, Operating Margin.

Key Dynamics to Monitor

PLTK carries more volatility with a beta of 1.06 — expect wider price swings.

PLTK is growing revenue faster at 5.0% — sustainability is the question.

PLTK generates stronger free cash flow (-2M), providing more financial flexibility.

Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PLTK scores higher overall (49/100 vs 27/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Playtika Holding Corp

COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA

Playtika Holding Corp. The company is headquartered in Herzliya Pituarch, Israel.

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Take-Two Interactive Software Inc

COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA

Take-Two Interactive Software, Inc. is an American video game holding company based in New York City. The company owns two major publishing labels, Rockstar Games and 2K, which operate internal game development studios.

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