Market Pulse53Neutral

Take-Two Interactive Software, Inc.(TTWO) Intrinsic Value & DCF Analysis (2026)

Sector: Technology

Current Price

$230.25

Last updated: Jul 24, 2026

Price vs Intrinsic Value

$230.25
Price
$76.79
Intrinsic Value
Overvalued by 67%MOS: $61.43

Fundamental Score

12/100
Bearish

Weighted across 6 signals

Narrative Score

62/100
Improving

No change vs previous

Trend Score

0/100
Unavailable

Trend data unavailable

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The intrinsic value of Take-Two Interactive Software, Inc. (TTWO) is estimated at $76.79 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $230.25, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 5.52% long-term growth rate and a 9.00% discount rate (calculated: 8.55%), reflecting expected future free cash flow and cost of capital.

The intrinsic value of Take-Two Interactive Software, Inc. (TTWO) is estimated at $76.79 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $230.25, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 5.52% long-term growth rate and a 9.00% discount rate (calculated: 8.55%), reflecting expected future free cash flow and cost of capital.

Valuation Details

$76.79
-66.65% downside
20% margin of safety: $61.43
Years: 10Growth Rate: 5.52%
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Capital Efficiency

Average Quarterly ROIC
-0.53%
Cost of Capital (estimated)10%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.

Fundamental Details

12/100
BearishWeighted across 6 signals
DCF Discount
66.6% premium to price
0
FCF Yield
1.9% trailing FCF yield
0
ROIC vs WACC
ROIC -0.5% vs WACC 10.0% (-0.1x)
0
Net Debt / FCF
0.7x net debt to FCF
87
Buybacks
Share count growing
30
FCF CAGR (5Y)
-2.1% 5Y FCF CAGR (adjusted)
0
Strengths: Net Debt / FCF. Concerns: DCF Discount, FCF Yield.

Narrative Details

62/100
Improving
Vs 6-Month Baseline:Average (54th pct)Weighted across 5 recent drivers
Trend: Deteriorating downConfidence: 85%Updated: 1d ago
Sources: 64 (54 News · 10 Analyst)
Drivers(last 30 days)
50 news sentiment+1.1
2 regulatory scrutiny+0.1
Upgrade headlines+0.0
Downgrade headlines+0.0
10 analyst reiterations0.0

Trend Details

0/100
NeutralRules-based daily model
Trend score unavailable for this ticker right now.

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Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 5.52%5 Year CAGR (Adjusted): -2.14%

Free Cash Flow (in millions)

TTM2025202420232022202120202019201820172016201520142013201220112009200820072006
$798$124$126$205$417$981$739$910$581$429$299$262$730$12-$74$144-$193$171-$42$68

How Intrinziq Estimates Fair Value

Intrinziq estimates Take-Two Interactive Software, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Take-Two Interactive Software, Inc.Technology

Established in 1993 and headquartered in New York, New York, Take-Two Interactive Software, Inc. is a global leader in the development, publishing, and marketing of interactive entertainment experiences for consumers worldwide. The company's extensive catalog is primarily distributed under its prominent labels: Rockstar Games, 2K, Private Division, and T2 Mobile Games. Rockstar Games is renowned for its action-adventure titles, including iconic franchises like Grand Theft Auto, Red Dead Redemption, Max Payne, and Midnight Club, alongside other fan favorites such as LA Noire, Bully, and Manhunt. The 2K label covers a broad spectrum of genres, offering popular series in shooter (Borderlands), action (BioShock, Mafia), role-playing, strategy (Sid Meier's Civilization, XCOM series), sports, and family/casual categories. This includes highly successful sports simulation games like the NBA 2K basketball series, WWE 2K professional wrestling, and PGA TOUR 2K. Private Division supports titles such as Kerbal Space Program, OlliOlli World, The Outer Worlds, and Ancestors: The Humankind Odyssey. For mobile device users, T2 Mobile Games provides free-to-play options like Dragon City, Monster Legends, Two Dots, and Top Eleven. Take-Two's diverse range of products is designed for major gaming platforms, encompassing current and previous generation consoles (PlayStation 4, PlayStation 5, Xbox One, Nintendo Switch), personal computers, and mobile devices (smartphones and tablets). Consumers can purchase these games through traditional physical retail channels, digital storefronts for download, various online platforms, and cloud streaming services.