Sohu.Com Inc (SOHU)vsTake-Two Interactive Software Inc (TTWO)
SOHU
Sohu.Com Inc
$15.69
-0.70%
COMMUNICATION SERVICES · Cap: $472.03M
TTWO
Take-Two Interactive Software Inc
$220.45
-1.36%
COMMUNICATION SERVICES · Cap: $41.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Take-Two Interactive Software Inc generates 1022% more annual revenue ($6.56B vs $584.33M). SOHU leads profitability with a 67.4% profit margin vs -60.5%. TTWO appears more attractively valued with a PEG of 2.45. SOHU earns a higher WallStSmart Score of 59/100 (C).
SOHU
Buy59
out of 100
Grade: C
TTWO
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.1%
Fair Value
$56.71
Current Price
$15.69
$41.02 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
Every $100 of equity generates 36 in profit
Keeps 67 of every $100 in revenue as profit
Revenue surging 24.9% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 75.7%
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 11.7x book value
ROE of -86.2% — below average capital efficiency
Earnings declined 49.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : SOHU
The strongest argument for SOHU centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 67.4% and operating margin at -20.4%.
Bull Case : TTWO
The strongest argument for TTWO centers on Revenue Growth. Revenue growth of 24.9% demonstrates continued momentum.
Bear Case : SOHU
The primary concerns for SOHU are Market Cap, PEG Ratio, EPS Growth.
Bear Case : TTWO
The primary concerns for TTWO are PEG Ratio, Price/Book, Return on Equity.
Key Dynamics to Monitor
SOHU profiles as a mature stock while TTWO is a growth play — different risk/reward profiles.
TTWO carries more volatility with a beta of 0.97 — expect wider price swings.
TTWO is growing revenue faster at 24.9% — sustainability is the question.
TTWO generates stronger free cash flow (236M), providing more financial flexibility.
Bottom Line
SOHU scores higher overall (59/100 vs 34/100), backed by strong 67.4% 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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