Stock Comparison

DDI vs TTWO

DoubleDown Interactive Co Ltd vs Take-Two Interactive Software Inc

Who's the better investment? Let's break it down.

The Verdict

TTWO takes this one.

It's not even close. TTWO outscores DDI by 3.5 points. That's a significant gap in our deep value framework.

DDI

DoubleDown Interactive Co Ltd

0.7

out of 10

Distressed

Winner

TTWO

Take-Two Interactive Software Inc

4.2

out of 10

Proceed with Caution

Want to compare any two stocks?

Valuation

DDI

Metric

TTWO

$580M

Market Cap

$41.6B

4.8

P/E Ratio

Lower may indicate better value

20.6

4.7

Forward P/E

17.6

0.6

Price/Book

9.0

2.0

EV/EBITDA

116.4

Profitability & Growth

DDI

Metric

TTWO

32.9%

Profit Margin

-4.5%

72.5%

Gross Margin

57.2%

38.0%

Operating Margin

-1.6%

13.0%

Return on Equity

-8.6%

11.9%

Return on Assets

-3.0%

-37.8%

Revenue Growth

18.2%

$49.26

EPS

$-1.61

Financial Health

DDI

Metric

TTWO

0.0

Debt-to-Equity

Lower = less leverage

0.7

7.7

Current Ratio

Above 1.0 is healthy

1.2

1.0

Beta

Lower = less volatile

1.0

Risk Comparison

DDI

Overall

Moderate

Financial

Low

Market

Medium

Competitive

High

Execution

Medium

Regulatory

Medium

What Could Go Wrong

The biggest risk for DDI is its continued reliance on the mature and highly competitive social casino market, which accounts for ~80% of its revenue. If this segment faces increased competition or dec...

Red Flags

🚩Lack of a clear, transformative growth strategy beyond optimizing existing mature titles and modest ...
🚩Extreme P/E multiple of 5.20 indicates market skepticism about future growth, despite strong profita...
🚩Outstanding legal case (unverified in this research) represents an unknown, unquantified financial r...

TTWO

Overall

Moderate

Financial

Medium

Market

Medium

Competitive

Medium

Execution

Medium

Regulatory

Low

What Could Go Wrong

The biggest risk is that Grand Theft Auto VI, despite its immense anticipation, fails to meet the extremely high market expectations in terms of initial sales or long-term engagement. Given the multi-...

Red Flags

🚩Insider selling of 64,724 shares worth $13.87 million in the last 90 days, potentially indicating a ...
🚩Despite dramatic improvement, the company reported a GAAP net loss of $298.2 million for FY2026, ind...

Competitive Moat

DDI

Rating

🛡️ Narrow

Trend

➡️ Stable

Brand PowerSwitching CostsIntangible Assets/IP

TTWO

Rating

🛡️ Wide

Trend

📈 Expanding

Brand PowerIntangible Assets/IPSwitching Costs

Investment Thesis

DDI0.7/10

If DoubleDown Interactive can successfully leverage the 30% YoY growth from its SuprNation iGaming segment to significantly diversify its revenue base (e.g., SuprNation reaching 25-30% of total revenue by FY2028) while maintaining stability and strong cash flow in its core social casino business, then the market's perception could shift from a mature value play to a more diversified mobile gaming/...

Full DDI Analysis

TTWO4.2/10

If Grand Theft Auto VI launches on November 19, 2026, achieving over $8 billion in net bookings in its first fiscal year (FY2027) and consistently driving strong recurring revenue through GTA Online, then Take-Two Interactive could return to substantial GAAP net profitability and generate significant free cash flow, leading to a re-rating of its valuation multiples and providing 2-3x capital appre...

Full TTWO Analysis

Price Targets & Strategy

Price Targets & Entry/Exit Strategy

Growth Catalysts

Growth Catalysts Comparison

Market Sentiment

Market Sentiment Analysis

The Deep Dive

DDI0.7/10

DoubleDown Interactive (DDI) operates in the mature and highly competitive social casino gaming market, showing consistent profitability and strong cash generation. Q1 2026 results demonstrated improved execution with 12.7% YoY revenue growth and a notable 48.4% YoY EPS increase, partly driven by the faster-growing SuprNation iGaming segment (30% YoY revenue growth). While financial health is solid and profitability trajectory is positive, DDI lacks a clear, transformative strategic pivot or mar...

Full DDI Analysis

TTWO4.2/10

Take-Two Interactive, with a current market capitalization of $41.62 billion, still faces a significant challenge in achieving a 10x return within 3-5 years, as this would necessitate a market cap exceeding $400 billion. However, recent Q4 FY2026 earnings (May 15, 2026) showed a dramatic narrowing of GAAP net losses from $4.48 billion to $298.2 million for the full fiscal year, signaling a strong operational turnaround. The confirmed Grand Theft Auto VI launch on November 19, 2026, presents a co...

Full TTWO Analysis

Want More Comparisons?

Run any stock through our deep value analyzer.

Analyze Any Stock →View Top 100 →

Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified financial advisor before making investment decisions.