Ferguson vs Take-Two Interactive
This page compares Ferguson (Ferguson PLC) and Take-Two Interactive (Take-Two Interactive Software Inc.), outlining their business models, financial performance, and market context in a neutral, accessible way. It highlights how each operates, grows, and competes within its sector, without favour or forecast. Educational content, not financial advice.
This page compares Ferguson (Ferguson PLC) and Take-Two Interactive (Take-Two Interactive Software Inc.), outlining their business models, financial performance, and market context in a neutral, acces...
Why It's Moving
TTWO Shares Climb on Q3 Earnings Beat and Raised Full-Year Outlook
- Net bookings surged 28% to $1.76 billion, driven by recurrent consumer spending that made up the bulk of revenue, highlighting sticky engagement in franchises like NBA 2K.
- Strong cash position grew to $2.16 billion, up 79% year-over-year, providing firepower for development and marketing pushes.
- Management reaffirmed Grand Theft Auto VI launch for November 19, 2026, underpinning the upbeat guidance amid robust sector demand.
TTWO Shares Climb on Q3 Earnings Beat and Raised Full-Year Outlook
- Net bookings surged 28% to $1.76 billion, driven by recurrent consumer spending that made up the bulk of revenue, highlighting sticky engagement in franchises like NBA 2K.
- Strong cash position grew to $2.16 billion, up 79% year-over-year, providing firepower for development and marketing pushes.
- Management reaffirmed Grand Theft Auto VI launch for November 19, 2026, underpinning the upbeat guidance amid robust sector demand.
Investment Analysis
Ferguson
FERG
Pros
- Ferguson PLC reported Q4 2025 EPS of $3.48, surpassing estimates by 5.78%, indicating strong profitability.
- The company achieved 6.9% year-over-year net sales growth in Q4 2025, driven by robust demand in HVAC and waterworks sectors.
- Ferguson maintains strong operational efficiency with a 29% return on equity and a healthy current ratio of 1.64, indicating solid liquidity.
Considerations
- Q4 2025 revenue of $8.5 billion fell slightly short of expectations, missing the forecasted $8.67 billion.
- Ferguson's stock appears to be trading above its intrinsic value, suggesting limited upside potential at current prices.
- Input costs increased in fiscal 2025, pushing cost of goods sold higher by 3.6%, which could pressure margins moving forward.
Pros
- Take-Two Interactive is a leading global publisher with strong franchises like Grand Theft Auto and NBA 2K, accounting for significant sales volume.
- The acquisition of Zynga in 2022 expanded Take-Two’s mobile gaming presence, now representing about half of total sales.
- Industry analysts generally rate Take-Two stock as a strong buy, reflecting positive market sentiment and growth expectations.
Considerations
- Take-Two reported a significant net loss of $4.23 billion on trailing twelve months, reflecting recent profitability challenges.
- The company’s trailing twelve month EPS is negative at -23.86, indicating current operational losses.
- Take-Two’s revenue of $5.80 billion is substantially lower than larger peers, potentially limiting economies of scale.
Related Market Insights
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Related Market Insights
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Take-Two Interactive (TTWO) Next Earnings Date
Take-Two Interactive is scheduled to report its next earnings on May 13, 2026, which will cover the fiscal third quarter of 2026. This earnings announcement will provide investors with updated financial results and guidance as the company approaches the highly anticipated November 2026 launch of Grand Theft Auto VI. The company has historically reported strong performance in recent quarters, with net bookings exceeding guidance and recurrent consumer spending representing a significant portion of revenue.
Take-Two Interactive (TTWO) Next Earnings Date
Take-Two Interactive is scheduled to report its next earnings on May 13, 2026, which will cover the fiscal third quarter of 2026. This earnings announcement will provide investors with updated financial results and guidance as the company approaches the highly anticipated November 2026 launch of Grand Theft Auto VI. The company has historically reported strong performance in recent quarters, with net bookings exceeding guidance and recurrent consumer spending representing a significant portion of revenue.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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