Alphabet Inc Class C (GOOG)vsTake-Two Interactive Software Inc (TTWO)
GOOG
Alphabet Inc Class C
$381.94
+9.97%
COMMUNICATION SERVICES · Cap: $4.20T
TTWO
Take-Two Interactive Software Inc
$215.34
+1.09%
COMMUNICATION SERVICES · Cap: $39.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 6042% more annual revenue ($402.84B vs $6.56B). GOOG leads profitability with a 32.8% profit margin vs -60.5%. TTWO appears more attractively valued with a PEG of 2.26. GOOG earns a higher WallStSmart Score of 69/100 (B-).
GOOG
Strong Buy69
out of 100
Grade: B-
TTWO
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.6%
Fair Value
$384.28
Current Price
$381.94
$2.34 discount
Intrinsic value data unavailable for TTWO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 24.6B in free cash flow
Safe zone — low bankruptcy risk
Revenue surging 24.9% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 11.1x book value
Expensive relative to growth rate
Trading at 11.4x book value
ROE of -86.2% — below average capital efficiency
Earnings declined 49.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% 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 : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TTWO
The primary concerns for TTWO are PEG Ratio, Price/Book, Return on Equity.
Key Dynamics to Monitor
GOOG carries more volatility with a beta of 1.13 — expect wider price swings.
TTWO is growing revenue faster at 24.9% — sustainability is the question.
GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (69/100 vs 34/100), backed by strong 32.8% margins and 18.0% revenue growth. Both earn "Strong Buy" 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.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →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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