Playtika Holding Corp vs Take-Two Interactive Software Inc

We do not publish a verdict for Playtika Holding Corp (PLTK) and Take-Two Interactive Software Inc (TTWO) is overvalued.

We publish an intrinsic value for TTWO but not for PLTK, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Playtika Holding Corp (PLTK)

Discounting its cash flows would put the shares at $14.55: 6 times the price of $2.32. A gap that size says more about a model than about the market. It usually means heavy debt, where a small error in the value of the business becomes a large one in the value of the shares, or a business our method does not describe. We do not publish a verdict on this one.

Leak Score 56/100 on 2 of 12 signals

Take-Two Interactive Software Inc (TTWO)

Its through-the-cycle earnings (6.3% median margin), capitalised at 9.5% with no growth, values the shares at $9.10; the price of $205.53 is 2159% above that value.

Leak Score 17/100 on 7 of 12 signals

MetricPLTKTTWO
VerdictNo reliable verdictOvervalued
Price$2.32$205.53
Intrinsic value$9.10
Margin of safety-2159%
Leak Score56/100 (2/12)17/100 (7/12)
Market cap$885M$38.4B
Revenue growth, 5 years3.0%14.6%
Operating margin17.1%-1.0%
Net margin-9.9%-4.8%
Return on equity-9.0%
Debt to equity0.82
Forward P/E3.5x20.1x
P/B10.7x
Dividend yield5.2%

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