WallStSmart

GCL Global Holdings Ltd Ordinary Shares (GCL)vsTake-Two Interactive Software Inc (TTWO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Take-Two Interactive Software Inc generates 3354% more annual revenue ($6.56B vs $189.89M). GCL leads profitability with a 0.5% profit margin vs -60.5%. GCL earns a higher WallStSmart Score of 47/100 (D+).

GCL

Hold

47

out of 100

Grade: D+

Growth: 10.0Profit: 3.0Value: 3.0Quality: 5.0

TTWO

Avoid

34

out of 100

Grade: F

Growth: 6.0Profit: 2.0Value: 6.7Quality: 4.3
Piotroski: 4/9Altman Z: -1.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GCLSignificantly Overvalued (-55.8%)

Margin of Safety

-55.8%

Fair Value

$0.47

Current Price

$0.56

$0.09 premium

UndervaluedFair: $0.47Overvalued

Intrinsic value data unavailable for TTWO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GCL3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
93.9%10/10

Revenue surging 93.9% year-over-year

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

EPS GrowthGrowth
37.0%8/10

Earnings expanding 37.0% YoY

TTWO1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
24.9%8/10

Revenue surging 24.9% year-over-year

Areas to Watch

GCL4 concerns · Avg: 2.8/10
Market CapQuality
$70.13M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.2%3/10

ROE of 1.2% — below average capital efficiency

Profit MarginProfitability
0.5%3/10

0.5% margin — thin

P/E RatioValuation
57.1x2/10

Premium valuation, high expectations priced in

TTWO4 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Price/BookValuation
10.2x4/10

Trading at 10.2x book value

Return on EquityProfitability
-86.2%2/10

ROE of -86.2% — below average capital efficiency

EPS GrowthGrowth
-49.7%2/10

Earnings declined 49.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : GCL

The strongest argument for GCL centers on Revenue Growth, Price/Book, EPS Growth. Revenue growth of 93.9% demonstrates continued momentum.

Bull Case : TTWO

The strongest argument for TTWO centers on Revenue Growth. Revenue growth of 24.9% demonstrates continued momentum.

Bear Case : GCL

The primary concerns for GCL are Market Cap, Return on Equity, Profit Margin. A P/E of 57.1x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.

Bear Case : TTWO

The primary concerns for TTWO are PEG Ratio, Price/Book, Return on Equity.

Key Dynamics to Monitor

GCL profiles as a hypergrowth stock while TTWO is a growth play — different risk/reward profiles.

TTWO carries more volatility with a beta of 0.96 — expect wider price swings.

GCL is growing revenue faster at 93.9% — sustainability is the question.

TTWO generates stronger free cash flow (248M), providing more financial flexibility.

Bottom Line

GCL scores higher overall (47/100 vs 34/100) and 93.9% revenue growth. 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.

GCL Global Holdings Ltd Ordinary Shares

COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA

GCL Global Holdings Ltd, engages in the development, publishing, marketing, retails, and distribution of video games, activation keys, and entertainment content in Asia, Europe, and the United States. The company is headquartered in Singapore.

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.

Want to dig deeper into these stocks?