Financial Comparison: TAKE-TWO INTERACTIVE SOFTWARE (NASDAQ:TTWO) and Cloudera (NASDAQ:CLDR)

Cloudera (NYSE:CLDR) and TAKE-TWO INTERACTIVE SOFTWARE (NASDAQ:TTWO) are both computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, dividends, profitability, valuation, earnings, risk and institutional ownership.

Analyst Recommendations

This is a breakdown of current ratings and target prices for Cloudera and TAKE-TWO INTERACTIVE SOFTWARE, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudera 1 11 6 0 2.28
TAKE-TWO INTERACTIVE SOFTWARE 0 4 18 0 2.82

Cloudera currently has a consensus target price of $12.04, indicating a potential upside of 10.70%. TAKE-TWO INTERACTIVE SOFTWARE has a consensus target price of $134.04, indicating a potential upside of 8.34%. Given Cloudera’s higher possible upside, research analysts clearly believe Cloudera is more favorable than TAKE-TWO INTERACTIVE SOFTWARE.

Earnings & Valuation

This table compares Cloudera and TAKE-TWO INTERACTIVE SOFTWARE’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Cloudera $479.94 million 6.34 -$192.65 million ($1.14) -9.54
TAKE-TWO INTERACTIVE SOFTWARE $2.67 billion 5.26 $333.84 million $3.88 31.89

TAKE-TWO INTERACTIVE SOFTWARE has higher revenue and earnings than Cloudera. Cloudera is trading at a lower price-to-earnings ratio than TAKE-TWO INTERACTIVE SOFTWARE, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

Cloudera has a beta of 0.9, indicating that its stock price is 10% less volatile than the S&P 500. Comparatively, TAKE-TWO INTERACTIVE SOFTWARE has a beta of 0.7, indicating that its stock price is 30% less volatile than the S&P 500.

Insider and Institutional Ownership

78.4% of Cloudera shares are held by institutional investors. Comparatively, 90.9% of TAKE-TWO INTERACTIVE SOFTWARE shares are held by institutional investors. 17.9% of Cloudera shares are held by company insiders. Comparatively, 1.2% of TAKE-TWO INTERACTIVE SOFTWARE shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares Cloudera and TAKE-TWO INTERACTIVE SOFTWARE’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Cloudera -46.72% -21.07% -13.75%
TAKE-TWO INTERACTIVE SOFTWARE 11.14% 26.81% 12.55%

Summary

TAKE-TWO INTERACTIVE SOFTWARE beats Cloudera on 10 of the 14 factors compared between the two stocks.

About Cloudera

Cloudera, Inc. provides a suite of data analytics and management products in the United States, Europe, and Asia. The company operates through two segments, Subscription and Services. It offers Cloudera Enterprise Data Hub that allows companies to execute various analytic functions against a shared set of governed and secures data in public and private clouds, and data centers; Cloudera Data Warehouse, a hybrid cloud solution for self-service analytics; Cloudera Data Science and Engineering enables users to streamline, simplify, and scale big data processing; and Cloudera Operational DB that enables stream processing and real-time analytics on continuously changing data. The company also provides Cloudera DataFlow, a data platform that collects, curates and analyzes data; Hortonworks Data Platform, a data management platform that helps organizations to securely store, process, and analyze various data assets; Cloudera Data Science Workbench that enables self-service data science for the enterprise; Cloudera Altus, a platform-as-a-service offering; and Cloudera Fast Forward Labs, which delivers applied research in machine learning and artificial intelligence to its customers. In addition, it offers Cloudera SDX, a solution that enables common security, governance, and metadata management for multiple analytics functions; Cloudera Workload XM, an analytic workload experience management cloud service; Hortonworks DataPlane Service, a data fabric that enables businesses to discover, manage, and govern their data; and Hortonworks Cybersecurity Platform, which offers a single, comprehensive view of business risk through a security lens. Further, the company provides consulting, professional, and education services. It serves corporate enterprises and public sector organizations primarily through its direct sales force. The company has strategic partnerships with Intel Corporation. Cloudera, Inc. was founded in 2008 and is headquartered in Palo Alto, California.

About TAKE-TWO INTERACTIVE SOFTWARE

Take-Two Interactive Software, Inc. develops, publishes, and markets interactive entertainment solutions for consumers worldwide. The company offers its products under the Rockstar Games and 2K labels, as well as under Private Division and Social Point labels. It develops and publishes action/adventure products under the Grand Theft Auto, Max Payne, Midnight Club, and Red Dead names through developing sequels; and offers downloadable episodes, content and virtual currency, and releasing titles for smartphones and tablets. The company also develops brands in other genres, including the L.A. Noire, Bully, and Manhunt franchises. In addition, the company publishes various entertainment properties across platforms and a range of genres, including shooter, action, role-playing, strategy, sports, and family/casual entertainment under the BioShock, Mafia, Sid Meier's Civilization, XCOM series, Borderlands, and Evolve. Further, it publishes sports simulation titles, including NBA 2K series, a basketball video game; and the WWE 2K professional wrestling series. Additionally, the company offers free-to-play mobile games, such as Dragon City and Monster Legends. Its products are designed for console gaming systems, such as Sony's PlayStation 3 and PlayStation 4, and Microsoft's Xbox 360 and Xbox One; and personal computers comprising smartphones and tablets. The company provides its products through physical retail, digital download, online platforms, and cloud streaming services. Take-Two Interactive Software, Inc. was founded in 1993 and is headquartered in New York, New York.

Receive News & Ratings for Cloudera Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cloudera and related companies with MarketBeat.com's FREE daily email newsletter.