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...

Comparison Snapshot

Key Financial Metrics

FERG

Metric

TTWO

$47.44B

Market Cap

$44.46B

-6.65%

Potential Profit

17.00%

Buy

Analyst Rating

Buy

Why It's Moving

Take-Two Crushes Q2 Expectations and Raises Full-Year Outlook as GTA VI Locks In Fall Launch.

Q2 net bookings rocketed 33% year-over-year to $1.96 billion, with recurrent consumer spending up 20% and comprising 73% of total, highlighting sticky engagement in live services.
Fiscal 2026 net bookings outlook lifted to $6.4-$6.5 billion, reflecting 14% growth at midpoint and confidence in core franchises like NBA 2K and mobile titles for H2 strength.
GTA VI delayed to November 19, 2026 for extra polish, alongside excitement for upcoming slate including Judas, Mafia: The Old Country, and The Next Bioshock.

Sentiment:

🐃Bullish

Take-Two Crushes Q2 Expectations and Raises Full-Year Outlook as GTA VI Locks In Fall Launch.

Q2 net bookings rocketed 33% year-over-year to $1.96 billion, with recurrent consumer spending up 20% and comprising 73% of total, highlighting sticky engagement in live services.
Fiscal 2026 net bookings outlook lifted to $6.4-$6.5 billion, reflecting 14% growth at midpoint and confidence in core franchises like NBA 2K and mobile titles for H2 strength.
GTA VI delayed to November 19, 2026 for extra polish, alongside excitement for upcoming slate including Judas, Mafia: The Old Country, and The Next Bioshock.

Sentiment:

🐃Bullish

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.

Take-Two Interactive

TTWO

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.

About The Companies

Ferguson (FERG)

Ferguson PLC is a leading value-added distributor that serves the North American residential and non-residential construction markets. Operating primarily in the United States and Canada, the company supplies a vast range of products and services to specialised professionals. Its inventory includes everything from plumbing, heating, ventilation, and air conditioning (HVAC) equipment to pipes, valves, and fittings (PVF). Ferguson connects with its customers through a multi-channel network of distribution centres, branches, and e-commerce platforms. By catering to various sectors like plumbing, facilities supply, and waterworks, Ferguson has established itself as a key supplier within the construction industry's supply chain. It's important for potential investors to remember that the company's performance can be closely linked to the health of the broader construction market, and like any investment, its value can go down as well as up.

Take-Two Interactive (TTWO)

Take-Two Interactive Software Inc. is a leading developer and publisher in the video-game industry, known for high-profile franchises such as Rockstar Games’ Grand Theft Auto and 2K’s NBA 2K series. With a market capitalisation near $48.01 billion, the company benefits from valuable intellectual property, strong digital sales and recurring revenue from live services and in-game purchases. Investors should know the business is hit-driven and cyclical: blockbuster releases and back-catalog monetisation can produce significant revenue spikes, while quieter release years may show weaker top-line growth. Take-Two has pursued strategic acquisitions and focuses on cross-platform distribution, but faces risks including intense competition, development delays, regulatory scrutiny and shifting player preferences. Its cash-generation and franchise depth are strengths, yet share performance can be volatile. This summary is general, educational information and not personal investment advice; any investment decision should consider your circumstances and risk tolerance.

Take-Two Interactive (TTWO) Next Earnings Date

Take-Two Interactive's next earnings date is scheduled for Tuesday, February 3, 2026, following the market close with a conference call at 4:30 PM ET. This release will cover the third quarter of fiscal year 2026, ending December 2025. The date aligns with the company's official announcement and historical quarterly patterns.

Take-Two Interactive (TTWO) Next Earnings Date

Take-Two Interactive's next earnings date is scheduled for Tuesday, February 3, 2026, following the market close with a conference call at 4:30 PM ET. This release will cover the third quarter of fiscal year 2026, ending December 2025. The date aligns with the company's official announcement and historical quarterly patterns.

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Comparison Snapshot

Why It's Moving

Take-Two Crushes Q2 Expectations and Raises Full-Year Outlook as GTA VI Locks In Fall Launch.

Take-Two Crushes Q2 Expectations and Raises Full-Year Outlook as GTA VI Locks In Fall Launch.