Sohu.Com Inc (SOHU)vsTake-Two Interactive Software Inc (TTWO)
SOHU
Sohu.Com Inc
$13.76
+1.93%
COMMUNICATION SERVICES · Cap: $393.25M
TTWO
Take-Two Interactive Software Inc
$247.43
+0.41%
COMMUNICATION SERVICES · Cap: $43.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Take-Two Interactive Software Inc generates 1028% more annual revenue ($6.66B vs $589.97M). SOHU leads profitability with a 35.2% profit margin vs -4.5%. TTWO appears more attractively valued with a PEG of 3.31. SOHU earns a higher WallStSmart Score of 54/100 (C-).
SOHU
Buy54
out of 100
Grade: C-
TTWO
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.5%
Fair Value
$50.45
Current Price
$13.76
$36.69 discount
Intrinsic value data unavailable for TTWO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 35 of every $100 in revenue as profit
Safe zone — low bankruptcy risk
No standout strengths identified
Areas to Watch
4.2% revenue growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 75.7%
Trading at 13.1x book value
Operating margin of 2.3%
Expensive relative to growth rate
ROE of -8.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : SOHU
The strongest argument for SOHU centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 35.2% and operating margin at -4.8%.
Bull Case : TTWO
TTWO has a balanced fundamental profile.
Bear Case : SOHU
The primary concerns for SOHU are Revenue Growth, Market Cap, PEG Ratio.
Bear Case : TTWO
The primary concerns for TTWO are Price/Book, Operating Margin, PEG Ratio.
Key Dynamics to Monitor
SOHU profiles as a value stock while TTWO is a turnaround play — different risk/reward profiles.
TTWO carries more volatility with a beta of 0.96 — expect wider price swings.
TTWO is growing revenue faster at 6.1% — sustainability is the question.
Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SOHU scores higher overall (54/100 vs 29/100), backed by strong 35.2% margins. Both earn "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.
Sohu.Com Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · China
Sohu.com Limited provides online media, games and search products and services on PC and mobile devices in China. The company is headquartered in Beijing, China.
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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