Playtika Holding Corp. (PLTK) vs Take-Two Interactive Software, Inc. (TTWO)

Playtika Holding Corp. and Take-Two Interactive Software, Inc. are both Electronic Gaming & Multimedia companies. Take-Two Interactive Software, Inc. is the larger, with a market value of $37.9B against $835.3M — 45.3× the size. Take-Two Interactive Software, Inc. grew revenue faster over the last twelve months: 15.3% against 5.84%. Take-Two Interactive Software, Inc. has the higher net margin (−4.79% vs −9.89%) and the higher return on invested capital (−2.35% vs −3.95%). Across the 19 metrics below, Playtika Holding Corp. leads on 10 and Take-Two Interactive Software, Inc. on 9.

Valuation

Metric PLTK TTWO Electronic Gaming & Multimedia median
P/E n/m n/m 7.19
P/S 0.29 5.63 1.08
P/B n/m 10.44 1.03
Price to free cash flow 2.15 126.14 6.43
EV/EBITDA 23.90 32.05 3.38
EV/Sales 0.97 5.74 0.84
Earnings yield (34.27%) (0.85%) (3.40%)
Free cash flow yield 46.50% 0.79% 0.00%

Profitability

Metric PLTK TTWO Electronic Gaming & Multimedia median
Gross margin 73.48% 56.04% 70.26%
Operating margin (3.45%) (2.41%) (8.19%)
Net margin (9.89%) (4.79%) (9.89%)
Free cash flow margin 13.33% 4.47% 0.00%
Return on equity 114.70% (9.04%) 0.00%
Return on assets (8.07%) (3.42%) (1.43%)
Return on invested capital (3.95%) (2.35%) 0.00%

Growth

Metric PLTK TTWO Electronic Gaming & Multimedia median
Revenue growth (TTM) 5.84% 15.30% 13.58%
EPS growth (last fiscal year) (225.00%) 93.67% (4.55%)
Revenue growth, 5-year CAGR 3.05% 14.56% (2.72%)
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric PLTK TTWO Electronic Gaming & Multimedia median
Debt to equity (5.96) 0.70 0.00
Current ratio 1.14 1.06 1.61
Net debt to EBITDA 6.59 0.43 0.07

Dividend

Metric PLTK TTWO Electronic Gaming & Multimedia median
Dividend yield 4.69% — —
Payout ratio 0.00 0.00 0.00

Size

Metric PLTK TTWO Electronic Gaming & Multimedia median
Market cap 835.31m 37.86b 57.21m

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