Based on the aggregated intelligence of 140,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, video game publisher Take-Two Interactive
With that in mind, let's take a closer look at Take-Two's business and see what CAPS investors are saying about the stock right now.
Take-Two facts
Headquarters (Founded) |
New York City (1993) |
Market Cap |
$903 million |
Industry |
Software |
Trailing-12-Month Revenue |
$948.5 million |
Management |
CEO Ben Feder |
Franchises |
Grand Theft Auto, NBA 2K, Bioshock, Midnight Club |
Return on Equity (Average, Past 3 Years) |
(10.8%) |
Cash / Debt |
$175 million / $138 million |
Competitors |
Activision Blizzard |
CAPS Members Bullish on TTWO Also Bullish on |
General Electric |
CAPS Members Bearish on TTWO Also Bearish on |
Amazon.com |
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 95.3% of the 342 All-Star members who have rated Take-Two believe the stock will outperform the S&P 500 going forward. These bulls include All-Stars jamespeer and TMFmrquakeroats.
Just last month, jamespeer tapped Take-Two as a tantalizing takeover target:
Can't lose at this price, some big titles due for release late 09 and into 2010 will significantly boost revenues and expect a takeover bid from one of the big boys in the industry, they refused EA's bid of $26 a share last year but don't think they will be able to refuse next time around even though a bid will be less.
In a pitch from two weeks later, TMFmrquakeroats expands on the grand opportunity:
I am very bullish on video games. No, [Take-Two] is not the best opportunity in this industry, but it is usually a good idea to buy a basket of stocks when you are bullish on a certain segment of the market. ... Take-two has a few blockbuster titles it publishes (Elder Scrolls, Bioshock, and Grand Theft Auto; not to mention 2K Sports basketball titles) that drive the economic engine here.
Also, as the EA takeover attempt proved a few years ago, I believe [Take-Two] is an inevitable takeover target by some larger player in the industry.
What do you think about Take-Two, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. The CAPS community is waiting to hear your opinions. CAPS is 100% free, so get started!