JKHY vs TTWO
Jack Henry & Associates vs Take-Two Interactive — AI-powered side-by-side comparison
JKHY
Jack Henry & Associates
66
Buy
VS
TTWO
Take-Two Interactive
64
Buy
| Metric | JKHY | TTWO |
|---|
| AI Score |
66
|
64
|
| Price |
$154.92
|
$253.52
|
| P/E Ratio |
21.78×
|
-142.49×
|
| ROE |
21.4%
|
-8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.1%
|
56.0%
|
| Debt / Equity |
0.04×
|
0.29×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
56.2
|
58.7
|
| Beta |
0.553
|
0.983
|
| Expected Upside |
+16.5%
|
+5.5%
|
AI Committee View
Current Innellis committee reasoning for JKHY versus TTWO.
JKHY leads by 2 points.
JKHY scores 66/100 (Buy) versus TTWO at 64/100 (Buy).
JKHY Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 6.2x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 24.0% shows genuine earnings power backing the valuation — Value
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 6.2x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
TTWO Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical