Take Two Valuation

TTWO Stock  USD 208.59  0.01  0.0048%   
The spread between the market price of $208.59 and our Real Value estimate of $232.27 per share leaves Take Two looking undervalued. The model weighs Take Two fundamentals - including shares outstanding of 185.18M, operating margin of -2%, and return on equity of -86% - alongside its technical indicators and probability of bankruptcy. As with most valuation work, the thesis depends on market price gradually reflecting the underlying business drivers. The main factors affecting Take Two's valuation include:
 Price Book
11.0493
 Enterprise Value
39.8 B
 Enterprise Value Ebitda
65.8797
 Price Sales
5.8886
 Forward PE
23.0415
Undervalued
Today
208.59
At the moment, Take Two's price fluctuation remains Very Low. Our intrinsic value estimate for Take Two Interactive is anchored to a 3 months horizon. Using a longer horizon generally improves the accuracy of the calculation and the forecasting strength of the model.
The quoted market value of Take Stock comes from active exchange trading between buyers and sellers. Any gap between market price and intrinsic value may matter if trading activity eventually pushes price closer to underlying value.
Historical Market  208.59 Real  232.27 Target  276.81 Hype  208.1 Naive  195.42
The real value of Take Stock, also known as intrinsic value, reflects the underlying worth of Take Two Interactive Company. It is based on Take Two's financial performance, growth prospects, and competitive position. Common methods to calculate Take Two's intrinsic value include discounted cash flow.
187.73
Downside
232.27
Real Value
234.55
Upside
Estimating the upside and downside potential of Take Two Interactive Software is a key component of any thorough investment analysis. The portfolio impact of Take stock cannot be assessed from fundamentals alone.
Earnings
Estimates
LowProjectedHigh
-0.67-0.4067-0.21
Details
Hype
Prediction
LowEstimatedHigh
205.82208.10210.38
Details
Naive
Forecast
LowNext ValueHigh
193.15195.42197.70
Details
Analyst
Consensus
LowTarget PriceHigh
251.90276.81307.26
Details
The goal of Take Two valuation is to estimate its intrinsic worth with reasonable confidence. Using multiple methods, adjusting for current market conditions, and benchmarking against peers produces the most actionable estimate of Take Two's value.

Main Profitability Drivers

Take Two converts revenue at a -60.45% net margin rate, while its operating margin sits at -2.05%. A 58.40-point margin gap suggests that below-the-line items meaningfully affect Take Two's net profitability. From 5.63 Billion in revenue, Take Two retained 3.89 Billion after cost of goods and reported -4.48 Billion in net income. Take Two's return on equity of -86.22% and return on assets of -0.25% gauge how effectively the company converts invested capital into earnings. Deteriorating profitability trends for Take Two indicate that cost pressures or revenue weakness may be outpacing operational gains. Explore the full picture through Take Two's complete profitability review to assess how these metrics compare over time.
 Price Book
11.0493
 Gross Profit
3.9 B
 Price Sales
5.8886
 Profit Margin
-0.60
 Enterprise Value Revenue
6.0643
Cash is showing structural movement consistent with a developing positively trend. In the prior fiscal year, Cash was reported at 1.67 Billion. As of the most recent trading session, Accounts Payable is projected to grow to approximately 235.1 M, while Change To Account Receivables is moving higher toward about -114.7 M.

Take Two Cash

1.76 Billion

Revenue by Product

Take Two Interactive Software reports income from 3 product segments. Mobile leads at 865.8 Million, representing roughly 51.0% of the total, followed by Console at 652.1 Million (38.4%). Take Two's revenue leans toward the top segment but maintains meaningful contributions from other product lines.

Total Value Analysis

The current total-value analysis for Take Two Interactive Software points to enterprise value near 39.78 B, market capitalization around 38.62 B, debt of 4.11 B, and cash balances of 1.31 B. Used properly, enterprise value helps organize the capital-structure picture, but it should still be tested against revenue quality, margins, and broader fundamentals.
  Takeover PriceMarket CapDebt ObligationsCash
39.78 B
38.62 B
4.11 B
1.31 B

Investor Information

About 96.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.3. Take Two Interactive recorded a loss per share of 22.57. The company had not issued any dividends in recent years. The firm completed a 3:2 stock split on 12th of April 2005. Take Two Interactive Software integrates capital discipline with structured earnings performance. Current profitability metrics are under pressure, reflecting a period of reduced earnings capacity. Earnings quality, debt coverage, and cash generation are the primary financial strength indicators for Take Two.

Asset Utilization

The concept of asset utilization usually refers to the revenue earned for every dollar of assets a company currently reports. The recent return on assets of Take suggests not a very effective usage of assets in March.
Macro event markers
 
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Covid
 
Interest Hikes

Profitability Analysis

Considering Take Two's profitability and operating efficiency indicators, Take Two Interactive Software may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Take Two's ability to earn profits and add value for shareholders.
 
Net Loss  
 First Reported
1997-03-31
 Previous Quarter
-133.9 M
 Current Value
-92.9 M
 Quarterly Volatility
453.4 M
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
The trajectory for Gross Profit suggests it is on track to increase significantly this cycle. In the last completed fiscal year, Take Two registered Gross Profit of 3.52 Billion. As of the most recent trading session, Gross Profit Margin is projected to grow to 0.30, while Pretax Profit Margin is moving higher toward -0.13 .
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.30.2588
Fairly Up
Pretty Stable
The profitability module for Take Two Interactive Software is designed to show how the business generates income relative to revenue, assets, expenses, and shareholder capital. The stronger read comes from understanding both the ratios themselves and the business drivers working behind those ratios.

Earnings per Share Projection vs Actual

From an earnings-model perspective, Take Two is assigned next EPS of -0.4067 with expected dispersion between -0.67 and -0.21. EPS TTM is -22.57. EPS is most informative when read together with margin stability and cash-flow conversion. EPS forecast analysis for Take Two Interactive Software is useful, but investors should remember that consensus numbers often reflect a normalized estimate rather than a full reconstruction of every accounting detail. Take Two is projected to generate -0.4067 in earnings per share on 30th of June 2026. The practical value of the EPS estimate is that it gives investors a benchmark for comparing reported results with the market's prior expectations.
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Earnings Estimation Breakdown

The consensus EPS estimate for Take Two stands at -0.4067 for the upcoming period, with projections ranging from -0.67 to -0.21 across analysts tracking Take Two Interactive Software. This figure is derived from trailing twelve-month data and excludes non-recurring items to reflect the underlying earnings run rate. The spread between low and high captures the analytical uncertainty inherent in any forward EPS projection.
Last Reported EPS
0.0
-0.67
Lowest
Expected EPS
-0.4067
-0.21
Highest

Earnings Projection Consensus

Comparing Take Two's estimated fair value to its current price provides a quick relative-value signal. An estimate above market price is traditionally associated with potential undervaluation; below market price may suggest the opposite. These signals require context - factor in earnings quality, sector conditions, and interest rate environment before drawing investment conclusions.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 30th of June 2026Current EPS (TTM)
2865.19%
0.0
-0.4067
-22.57

Ownership Allocation

The majority of Take Two's outstanding shares are owned by institutional investors. Large asset managers, pension funds, and sovereign wealth funds that invest on behalf of clients or beneficiaries are typically subject to stricter disclosure rules than retail investors - including mandatory 13F filings that reveal quarterly position changes. Tracking these filings can highlight shifts in institutional conviction around Take Two. Institutional ownership in Take Two stands at roughly 96%, compared to 1% insider ownership and a public float of approximately 3%.

Revenue and Profit Overview

The company reported previous year's revenue of 5.63 B. Net Loss for the year was -4.48 B with profit before overhead, payroll, taxes, and interest of 3.89 B.
Investors reviewing Take Two Interactive Software usually get better results when valuation is approached as disciplined analysis instead of as one fixed number. This becomes more informative when investors compare operating progress, market capitalization, and expected business performance in the same review.

Valuation Framework, Methodology & Assumptions

Take Two is a large-cap equity in Interactive Home Entertainment, Electronic Gaming & Multimedia, Communication Services categories. Earnings quality influences long-term valuation stability. Take Two currently trades at P/E of 24.04, P/B of 11.05, P/S of 5.89.

This section for Take Two Interactive Software is built from periodic company reporting and market reference feeds, with harmonization applied to align reporting definitions. Where analyst coverage exists, consensus estimates are factored in. Values may update on different source schedules. Valuation outputs are model-derived and depend on published assumptions and reference inputs.

This content is curated and reviewed by:

Vlad Skutelnik - Macroaxis Contributor
Last reviewed on February 24th, 2026

Take Two Growth Indicators

Growth-focused analysis of Take Two Interactive Software matters because high expectations can support outsized upside but also sharper repricing when execution slips. Used properly, growth analysis helps investors separate durable compounding from optimism that may already be fully priced in.
Common Stock Shares Outstanding175.1 M
Quarterly Earnings Growth Y O Y-0.497
Forward Price Earnings23.0415

Take Two Current Valuation Indicators

A serious net-worth review of Take Two Interactive Software should connect market capitalization with balance-sheet strength, cash generation, and what investors are implicitly paying for future growth. The better valuation questions are comparative: what is the market paying for each dollar of revenue, profit, and asset base, and is that premium justified?

More Resources for Take Stock Analysis

A structured review of Take Two Interactive often starts with core financial statements and trend context. Take Two's financial ratios translate raw accounting data into comparable profitability and efficiency signals. Selected reports below provide context for Take Stock:
Take Two has a market cap of 38.62 B, operating margin of -2.05%, ROE of -86.22%. World Market Map can help frame allocation decisions. The allocation includes a position in Take Two Interactive Software within the portfolio mix. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in poverty.
Take Two P/E of 24.04 alongside ROE at -86.22% frames the starting point - the resources below add portfolio-level context that single-security analysis cannot provide alone. Within the Communication Services space, these metrics give the peer comparison tools below a concrete starting point for relative analysis. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
 Quarterly Earnings Growth
-0.50
 Earnings Share
-22.57
 Revenue Per Share
36.084
 Quarterly Revenue Growth
0.249
 Return On Assets
-0.0025
Take Two Interactive's market price can diverge from book value, the accounting figure shown on Take's balance sheet. Take Two's market capitalization is 38.62 B. With a P/B ratio of 11.05, the market values Take Two well above its book equity. Enterprise value stands at 39.78 B. Intrinsic value reflects what Take Two's fundamentals imply about worth, which may differ from both the trading price and the book figure. Analytical frameworks help reconcile those views.
Note that Take Two's intrinsic value and market price are different measures derived from different inputs. For Take Two, key inputs include a P/E ratio of 24.04, a P/B ratio of 11.05, a profit margin of -60.45%, and ROE of -86.22%. Take Two market price reflects the current exchange level formed by active bids and offers.