Compare Stocks › NOW vs TTWO
ServiceNow, Inc. (NOW) vs Take-Two Interactive Software, Inc. (TTWO)
NOW
ServiceNow, Inc.
$91.16
VS
TTWO
Take-Two Interactive Software, Inc.
$216.03
Rewards
NOW
- ★Gross margin of 76.6% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 27.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $3.22 of earning power — management is an exceptional capital allocator.
TTWO
Risks
NOW
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 5.4% suggests reasonable valuation assuming continued moderate growth.
- ⚠PEG ratio of 23.59 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
TTWO
- ⚠ROIC has declined by 18.6 percentage points over the observed period, which may signal competitive erosion.
- ⚠Take-Two Interactive Software, Inc. scores only 26/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
- ⚠Share count has increased by 54% over the past 4 years, diluting existing shareholders.
Key Valuation Metrics
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TTWO
Valuation
$5.11B
Free Cash Flow
$1.48B
5.43%
FCF Yield
3.71%
54.26
Trailing P/E
N/A
18.22
Forward P/E
27.42
Quality & Moat
10.39%
ROIC
-1.51%
14.90%
ROE
-128.13%
76.56%
Gross Margin
59.29%
23.59
PEG Ratio
2.39
Balance Sheet Safety
0.21
Debt / Equity
1.00
N/A
Interest Coverage
N/A
-0.95
Net Debt / EBITDA
1.40
N/A
Dividend Yield
N/A
NOW: 8Ties: 1TTWO: 1
NOWTTWO
Historical Fundamentals
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Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
TTWO
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
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$16.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.90B
Δ Market Cap
+$81.66B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TTWO
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-9.35B
Δ Market Cap
+$33.34B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
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9.7% Overvalued
Price is 9.7% above estimated fair value
Current Price: $91.16
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $83.12
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TTWO
62.5% Margin of Safety
Price is 62.5% below estimated fair value
Current Price: $216.03
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $576.81
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
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What growth rate is the market pricing in at $91?
+20.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +6.2%
The market implies +20.8% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +6.2%, reflecting heavy growth investment expected to generate future returns.
TTWO
What growth rate is the market pricing in at $216?
+12.1%
Market-Implied FCF Growth Rate
Market below historical growth — potential opportunity.
Economic Moat Score
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61/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
TTWO
26/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though reinvestment efficiency shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
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-2.87
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
TTWO
-5.00
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
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Insiders 0.2%Institutions 90.5%Retail & Other 9.3%
No. of Institutional Holders3,112
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
TTWO
Insiders 1.4%Institutions 95.6%Retail & Other 3.0%
No. of Institutional Holders1,476
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
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1
Buys (3M)
1
Buys (12M)
Total value (12M): $3.00M
MCDERMOTT WILLIAM R
Chief Executive Officer
$3.00M
@ $104.60 · 2026-02-27
Open market purchases · includes direct & indirect ownership · excludes option exercises
TTWO
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
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5
Sells (3M)
48
Sells (12M)
Total value (12M): $28.54M
CANNEY JACQUELINE P
Officer
$799,868
@ $89.60 · 2026-04-24
FIPPS PAUL
Officer
$376,142
@ $101.77 · 2026-02-23
FIPPS PAUL
Officer
$1.02M
@ $105.93 · 2026-02-18
MCBRIDE KEVIN THOMAS
Officer
$147,994
@ $105.71 · 2026-02-13
CHAMBERLAIN PAUL EDWARD
Director
$151,755
@ $101.17 · 2026-02-12
MASTANTUONO GINA
President
$352,750
@ $850.00 · 2025-12-05
JACKSON LAWRENCE
Director
$214,708
@ $810.22 · 2025-11-28
MASTANTUONO GINA
President
$336,936
@ $808.00 · 2025-11-28
CHAMBERLAIN PAUL EDWARD
Director
$242,400
@ $808.00 · 2025-11-28
FIPPS PAUL
Officer
$249,353
@ $817.55 · 2025-11-18
ELMER RUSSELL S.
General Counsel
$160,155
@ $838.51 · 2025-11-18
CANNEY JACQUELINE P
Officer
$200,549
@ $839.12 · 2025-11-18
TZITZON NICHOLAS
Officer
$431,736
@ $827.08 · 2025-11-18
MCBRIDE KEVIN THOMAS
Officer
$235,894
@ $842.48 · 2025-11-14
ELMER RUSSELL S.
General Counsel
$52,848
@ $852.39 · 2025-11-13
CANNEY JACQUELINE P
Officer
$56,257
@ $852.38 · 2025-11-13
ELMER RUSSELL S.
General Counsel
$164,997
@ $863.86 · 2025-11-10
CANNEY JACQUELINE P
Officer
$222,012
@ $863.86 · 2025-11-10
SANDS ANITA M
Director
$1.00M
@ $915.11 · 2025-08-29
MCDERMOTT WILLIAM R
Chief Executive Officer
$5.34M
@ $916.63 · 2025-08-28
FIPPS PAUL
Officer
$1.30M
@ $895.32 · 2025-08-20
ELMER RUSSELL S.
General Counsel
$1.50M
@ $884.26 · 2025-08-20
MCDERMOTT WILLIAM R
Chief Executive Officer
$1.43M
@ $900.00 · 2025-08-19
MASTANTUONO GINA
President
$1.53M
@ $866.45 · 2025-08-18
CANNEY JACQUELINE P
Officer
$1.35M
@ $866.45 · 2025-08-18
TZITZON NICHOLAS
Officer
$1.49M
@ $866.45 · 2025-08-18
MCBRIDE KEVIN THOMAS
Officer
$238,496
@ $851.77 · 2025-08-15
CHAMBERLAIN PAUL EDWARD
Director
$258,000
@ $860.00 · 2025-08-14
MASTANTUONO GINA
President
$72,288
@ $860.57 · 2025-08-13
CANNEY JACQUELINE P
Officer
$57,658
@ $860.57 · 2025-08-13
MASTANTUONO GINA
President
$256,490
@ $878.39 · 2025-08-08
CANNEY JACQUELINE P
Officer
$225,746
@ $878.39 · 2025-08-08
JACKSON LAWRENCE
Director
$749,805
@ $990.50 · 2025-07-29
CANNEY JACQUELINE P
Officer
$341,631
@ $965.06 · 2025-07-16
SANDS ANITA M
Director
$250,950
@ $1050.00 · 2025-07-03
MCBRIDE KEVIN THOMAS
Officer
$283,310
@ $1011.82 · 2025-06-03
SANDS ANITA M
Director
$250,267
@ $1009.14 · 2025-06-02
MCDERMOTT WILLIAM R
Chief Executive Officer
$2.07M
@ $1012.01 · 2025-05-30
CANNEY JACQUELINE P
Officer
$147,900
@ $1020.00 · 2025-05-30
TZITZON NICHOLAS
Officer
$1.19M
@ $1020.00 · 2025-05-30
BRIGGS TERESA
Director
$216,913
@ $1013.61 · 2025-05-27
SANDS ANITA M
Director
$433,825
@ $1013.61 · 2025-05-27
LUDDY FREDERIC B
Director
$428,000
@ $1000.00 · 2025-05-23
MASTANTUONO GINA
President
$121,570
@ $1030.25 · 2025-05-19
ELMER RUSSELL S.
General Counsel
$83,450
@ $1030.25 · 2025-05-19
CANNEY JACQUELINE P
Officer
$96,844
@ $1030.26 · 2025-05-19
CHAMBERLAIN PAUL EDWARD
Director
$310,326
@ $1034.42 · 2025-05-15
MASTANTUONO GINA
President
$85,932
@ $1023.00 · 2025-05-13
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TTWO
6
Sells (3M)
23
Sells (12M)
Total value (12M): $45.96M
GORDON WILLIAM BINGHAM
Director
$521,725
@ $208.69 · 2026-03-09
DORNEMANN MICHAEL
Director
$296,195
@ $213.09 · 2026-03-05
EMERSON DANIEL P
Officer
$535,637
@ $213.57 · 2026-03-02
GORDON WILLIAM BINGHAM
Director
$522,525
@ $209.01 · 2026-03-02
GOLDSTEIN LAINIE
Chief Financial Officer
$248,906
@ $213.47 · 2026-03-02
SHERESKY MICHAEL J
Director
$30,183
@ $194.73 · 2026-02-18
EMERSON DANIEL P
Officer
$274,658
@ $248.11 · 2025-12-02
GOLDSTEIN LAINIE
Chief Financial Officer
$399,953
@ $248.11 · 2025-12-02
SRINIVASAN LAVERNE EVANS
Director
$321,664
@ $238.27 · 2025-11-18
SHERESKY MICHAEL J
Director
$42,790
@ $235.11 · 2025-11-17
GOLDSTEIN LAINIE
Chief Financial Officer
$2.50M
@ $250.00 · 2025-09-08
MOSES JON J
Director
$239,570
@ $239.57 · 2025-09-04
EMERSON DANIEL P
Officer
$474,110
@ $238.73 · 2025-09-03
GOLDSTEIN LAINIE
Chief Financial Officer
$2.77M
@ $239.57 · 2025-09-02
GOLDSTEIN LAINIE
Chief Financial Officer
$4.61M
@ $230.64 · 2025-08-28
EMERSON DANIEL P
Officer
$5.11M
@ $227.47 · 2025-08-21
SRINIVASAN LAVERNE EVANS
Director
$528,868
@ $227.47 · 2025-08-21
SLATOFF KARL
President
$11.16M
@ $227.68 · 2025-08-21
SHERESKY MICHAEL J
Director
$46,227
@ $233.47 · 2025-08-18
MOSES JON J
Director
$231,330
@ $231.33 · 2025-08-15
EMERSON DANIEL P
Officer
$6.09M
@ $225.22 · 2025-06-02
SHERESKY MICHAEL J
Director
$45,106
@ $225.53 · 2025-06-02
GOLDSTEIN LAINIE
Chief Financial Officer
$8.95M
@ $225.22 · 2025-06-02
SHERESKY MICHAEL J
Director
$37,057
@ $214.20 · 2025-03-06
EMERSON DANIEL P
Officer
$121,885
@ $211.24 · 2025-03-03
GOLDSTEIN LAINIE
Chief Financial Officer
$175,118
@ $211.24 · 2025-03-03
SLATOFF KARL
President
$7.02M
@ $208.13 · 2025-02-25
EMERSON DANIEL P
Officer
$262,197
@ $187.95 · 2024-12-03
GOLDSTEIN LAINIE
Chief Financial Officer
$212,221
@ $187.64 · 2024-12-02
EMERSON DANIEL P
Officer
$818,545
@ $176.79 · 2024-11-08
SRINIVASAN LAVERNE EVANS
Director
$358,340
@ $179.17 · 2024-11-08
GOLDSTEIN LAINIE
Chief Financial Officer
$8.76M
@ $175.05 · 2024-11-08
EMERSON DANIEL P
Officer
$124,931
@ $158.14 · 2024-09-03
GOLDSTEIN LAINIE
Chief Financial Officer
$182,177
@ $158.14 · 2024-09-03
SHERESKY MICHAEL J
Director
$28,618
@ $149.83 · 2024-08-19
SHERESKY MICHAEL J
Director
$36,432
@ $167.12 · 2024-06-06
EMERSON DANIEL P
Officer
$2.07M
@ $162.39 · 2024-06-04
GOLDSTEIN LAINIE
Chief Financial Officer
$2.32M
@ $162.05 · 2024-06-03
MOSES JON J
Director
$378,138
@ $151.26 · 2024-05-21
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
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😨Fear(33/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
TTWO
😐Neutral(54/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
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⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (33)
TTWO
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (54)