Verdict: Side-by-side breakdown using the Bull Rankings model. GOOG scored 80.4, TTWO scored 27.1 — GOOG leads.
Compare another set
GOOG
Alphabet Inc.
Internet Content & Information · Quality-Growth
80.4
$347.86 · $4.3T
fundamentals as of
Score gap
53.3
GOOG leads
TTWO
Take-Two Interactive Software, Inc.
Electronic Gaming & Multimedia · Quality-Growth
27.1
$213.44 · $39.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthGOOG+20.1%
Strongest balance sheetGOOG0.19
Highest qualityGOOG84 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GOOG
stronger →← stronger
TTWO
84
Qualityreturns · margins · balance sheet
26
91
Growthrevenue & earnings expansion
82
68
Valuevaluation vs sector peers
9
GOOG is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
GOOG
TTWO
$53.3bA
FCF
$338mC
+20.1%A-
Rev
+15.3%B+
0.19A-
D/E
0.82B
17.5xB
P/E
—
1.21B
PEG
2.87C
—
P/S
6.0xC
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GOOG
TTWO
344% above
Price vs fair valuelower is cheaper
507% above
~54%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~59%/yr
-82%
1-yr DCF upside
-86%
-77%
5-yr DCF upside
-84%
-70%
10-yr DCF upside
-80%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GOOG
Why this score
Durable high returns
TTWO
No notable signals flagged.
The companies
GOOGAlphabet Inc.
Internet Content & Information · $347.86 · beta 1.21
Why now
Internet Content & Information · market cap $4.3T. 14% off the 52-week high of $404.47. Revenue growing +20%, comfortably above the S&P median. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $420.36 (implying +21% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.3T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Electronic Gaming & Multimedia · market cap $39.9b. 20% off the 52-week high of $265.94. Revenue growing +15%, comfortably above the S&P median. 29 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $286.44 (implying +34% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -4.8%) — path to GAAP profitability is the core thesis risk. ROE -9% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where GOOG and TTWO diverge
On the headline score the gap is 53.3 points in favor of GOOG. The widest single difference is Quality, where GOOG leads by 58.8 points.
QualityGOOG 84.4 · TTWO 25.6GOOG +58.8
ValueGOOG 67.9 · TTWO 9.4GOOG +58.5
GrowthGOOG 90.5 · TTWO 82.1GOOG +8.4
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is GOOG or TTWO the better stock?
GOOG scores higher: GOOG 80.4, TTWO 27.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do GOOG and TTWO differ most?
The widest gap is quality, where GOOG leads by 59 points on the 0–100 pillar scale. GOOG leads all three pillars, so the gap is broad rather than a single-measure difference.
How are GOOG and TTWO scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.