CVLT vs TTWO
CommVault Systems vs Take-Two Interactive — AI-powered side-by-side comparison
CVLT
CommVault Systems
56
Buy
VS
TTWO
Take-Two Interactive
53
Watch
| Metric | CVLT | TTWO |
|---|
| AI Score |
56
|
53
|
| Price |
$133.91
|
$239.60
|
| P/E Ratio |
84.69×
|
-138.51×
|
| ROE |
942.8%
|
-8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
80.9%
|
56.0%
|
| Debt / Equity |
17.63×
|
0.82×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
42.0
|
45.4
|
| Beta |
0.803
|
0.983
|
| Expected Upside |
+15.5%
|
+2.3%
|
AI Committee View
Current Innellis committee reasoning for CVLT versus TTWO.
CVLT leads by 3 points.
CVLT scores 56/100 (Buy) versus TTWO at 53/100 (Watch).
CVLT Committee View
50% agreement
6 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.44 across 9 articles, 14d). Value Analyst remains cautious — p/e of 91.7 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 56.1% shows genuine earnings power backing the valuation — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 91.7 is expensive by classic value standards — Value
- Price-to-book of 457.1x prices in significant intangible value — Value
- Debt-to-equity of 117.54 adds balance-sheet risk to the value case — Value
TTWO Committee View
60% agreement
5 analysts
Supporting evidence favours the bullish case. The main limiting factor is price-to-book of 10.4x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 10.4x prices in significant intangible value — Value
- ROE of only -8.6% -- cheap may mean cheap for a reason — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth