RDDT
Reddit, Inc.
RDDT has the edge over TTWO overall, supported by stronger fundamentals and stronger modeled upside.
TTWO
Take-Two Interactive Software, Inc.
TTWO has lower modeled downside risk, despite its lower overall score.
RDDT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
RDDT's revenue, profitability, cash flow and balance sheet are all currently healthy.
TTWO Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Stable | |
| Under pressure | |
| Weak |
TTWO's profitability is currently stable, but its revenue, cash flow and balance sheet are under pressure.
RDDT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 16x | $99.55 | — |
| Current | 20x | $99.55 | — |
| Cheap | 35x | $171 | +72% |
| Fair | 46x | $228 | +129% |
| Expensive | 53x | $262 | +163% |
Historical ranges are pointers, not guarantees.
RDDT's PE is 20x, but its earnings don't support one, so it isn't a reliable read right now.
TTWO PE Valuation
TTWO has no meaningful PE right now: it lost money over the past year.
RDDT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect strong earnings and revenue growth for RDDT, with profitability improving. However, they disagree widely on these estimates.
TTWO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for TTWO, with profitability improving. However, they disagree widely on these estimates.
RDDT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.32 | +29% |
| Q3 2024 | -$7.98 | -$7.17 |
| Q2 2024 | -$8.19 | -$7.15 |
| Q1 2024 | -$8.38 | -$7.25 |
| Q4 2023 | -$0.56 | +$0.41 |
| Q3 2023 | -$0.81 | -$0.02 |
| Q2 2023 | -$1.04 | -$0.48 |
| Q1 2023 | -$1.13 | -$0.48 |
| Q4 2022 | -$0.97 | -$0.19 |
RDDT has the stronger earnings trend. Trailing diluted EPS is down 39% for RDDT versus TTWO down 106%.
TTWO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.45 | — |
| Q3 2026 | -$1.29 | +$21.49 |
| Q2 2026 | -$1.73 | +$22.40 |
| Q1 2026 | -$1.62 | +$23.96 |
| Q4 2025 | -$22.57 | -$1.21 |
| Q3 2025 | -$22.78 | -$1.59 |
| Q2 2025 | -$24.13 | -$1.82 |
| Q1 2025 | -$25.58 | -$3.57 |
| Q4 2024 | -$21.36 | -$12.58 |
TTWO is still losing money, but far less than before: $1.29 per share over the past year, against $25.58 at its worst in early 2025.
RDDT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $895M | +53% |
| Q2 2026 | $804.9M | +61% |
| Q1 2026 | $663.4M | +69% |
| Q4 2025 | $725.6M | +70% |
| Q3 2025 | $584.9M | +68% |
| Q2 2025 | $499.6M | +78% |
| Q1 2025 | $392.4M | +61% |
| Q4 2024 | $427.7M | +71% |
RDDT has the edge over TTWO on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 29% | +5.5 points |
| Q2 2026 | 29% | +15 points |
| Q1 2026 | 28% | +27 points |
| Q4 2025 | 32% | +20 points |
| Q3 2025 | 24% | +22 points |
| Q2 2025 | 14% | +25 points |
| Q1 2025 | 1% | +244 points |
| Q4 2024 | 12% | +11 points |
RDDT has the edge over TTWO on profitability, with a higher operating margin.
TTWO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.5B | -16% |
| Q2 2026 | $1.5B | +2% |
| Q1 2026 | $1.7B | +6.1% |
| Q4 2025 | $1.7B | +25% |
| Q3 2025 | $1.8B | +31% |
| Q2 2025 | $1.5B | +12% |
| Q1 2025 | $1.6B | +13% |
| Q4 2024 | $1.4B | -0.5% |
TTWO's revenue fell from its 2025 peak and has held roughly level since: $1.5B last quarter, down 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -7.8% | -2.3 points |
| Q2 2026 | -2.3% | -3.8 points |
| Q1 2026 | 0.7% | +239 points |
| Q4 2025 | -2.3% | +7.4 points |
| Q3 2025 | -5.5% | +16 points |
| Q2 2025 | 1.4% | +15 points |
| Q1 2025 | -239% | -45 points |
| Q4 2024 | -9.7% | -0.2 points |
TTWO's operating margin was −7.8% last quarter, down 2.3 points from the same quarter a year ago.
RDDT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $362.6M | +98% |
| Q2 2026 | $260.7M | +135% |
| Q1 2026 | $311.2M | +146% |
| Q4 2025 | $263.6M | +196% |
| Q3 2025 | $183.1M | +161% |
| Q2 2025 | $110.8M | +308% |
| Q1 2025 | $126.6M | +333% |
| Q4 2024 | $89.2M | +$111.2M |
RDDT has the edge over TTWO on cash flow, with more consistent year-over-year improvement.
TTWO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$143M | -248% |
| Q2 2026 | -$193.8M | -$124M |
| Q1 2026 | $198.6M | -12% |
| Q4 2025 | $236.2M | +$284.4M |
| Q3 2025 | $96.5M | +$261.7M |
| Q2 2025 | -$69.8M | +$156.3M |
| Q1 2025 | $224.9M | +$280M |
| Q4 2024 | -$48.2M | +$64.4M |
TTWO usually generates cash, though not every quarter: the latest was −$143M, but it generated $98M over the past year.
RDDT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -169K shares |
| 1 year | -0.4% | -868K shares |
| 3 years | +24% | +38.5M shares |
| 5 years | +24% | +38.5M shares |
RDDT has the edge over TTWO on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100.4M |
| Q2 2026 | $234.6M |
| Q1 2026 | $5M |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | $4.2M |
| Q4 2022 | — |
TTWO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +900K shares |
| 1 year | +1.4% | +2.5M shares |
| 3 years | +10% | +17.2M shares |
| 5 years | +60% | +70.3M shares |
| Available history | +64% | +72.8M shares |
TTWO has 187M diluted shares, up 1.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2023 | — |
| Q4 2022 | — |
| Q1 2022 | — |
| Q1 2020 | — |
| Q4 2019 | — |
RDDT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.5x | Net Cash |
| Q2 2026 | -1.9x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -3.3x | Net Cash |
| Q2 2025 | -5.0x | Net Cash |
| Q1 2025 | -13.1x | Net Cash |
RDDT has the edge over TTWO on leverage, with a lower net debt burden relative to earnings.
TTWO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 92.6x | High |
| Q2 2026 | 33.0x | High |
| Q1 2026 | 10.3x | High |
| Q3 2022 | 30.0x | High |
| Q2 2022 | 7.2x | High |
| Q1 2022 | -3.2x | Net Cash |
| Q4 2021 | -1.5x | Net Cash |
| Q3 2021 | -1.3x | Net Cash |
TTWO's net debt is more than 20 years of its operating earnings (EBITDA), up from 7.2 years a year ago.
RDDT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.8 | Neutral |
| Stochastic | 6.5 | Oversold |
RDDT's weekly RSI is 35 (neutral) and its Stochastic is 6 (oversold).
TTWO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.3 | Neutral |
| Stochastic | 36.8 | Neutral |
TTWO's weekly RSI is 53 (neutral) and its Stochastic is 37 (neutral).
RDDT PE vs Communication Services Sector
| Metric | RDDT | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 16x | 23% above |
| PE % | 5 | 23 | 18 pts below |
RDDT is trading at 20x earnings, a 23% premium to the Communication Services sector's median of 16x, though its earnings don't support one.
TTWO PE vs Communication Services Sector
| Metric | TTWO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
TTWO has no meaningful PE right now: it lost money over the past year.
RDDT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $130.6 | 24% below |
| 20 week MA | $151.7 | 34% below |
| 50 week MA | $165.0 | 40% below |
| 100 week MA | $167.1 | 40% below |
TTWO has stronger trend alignment. RDDT is above 0 of 4 weekly averages versus TTWO above 5 of 5.
TTWO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $207.3 | 9.5% above |
| 20 week MA | $223.6 | 1.5% above |
| 50 week MA | $222.8 | 1.9% above |
| 100 week MA | $223.0 | 1.8% above |
| 200 week MA | $184.7 | 23% above |
TTWO is in an uptrend: it's above all five of its weekly moving averages, and 23% above its 200-week average.
RDDT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $46.0 | $173.5 | +277% |
| 2025 | $173.5 | $225.8 | +30% |
| 2026 YTD | $225.8 | $99.6 | -56% |
RDDT has finished every year since 2024 higher, and it's down 56% so far in 2026.
TTWO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $124.5 | $202.5 | +63% |
| 2021 | $202.5 | $178.0 | -12% |
| 2022 | $178.0 | $99.8 | -44% |
| 2023 | $99.8 | $161.0 | +61% |
| 2024 | $161.0 | $186.4 | +16% |
| 2025 | $186.4 | $256.1 | +37% |
| 2026 YTD | $256.1 | $227.0 | -11% |
TTWO has the edge over RDDT on returns for 2026, with the stronger performance.