Pinterest vs Take-Two Interactive

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KIRA’s take AI analyst

I put Pinterest and Take-Two Interactive side by side, using each one’s latest annual report. Here is what stands out:

Take-Two Interactive is the larger business, with $6.7B of revenue in fiscal 2026 against $4.2B for Pinterest, about 1.6 times as much.
Take-Two Interactive grew revenue faster (18.2%, against 15.8%).
Pinterest kept more of each dollar of sales as operating profit (7.6% operating margin, against −1.6%).
Pinterest turned more of its sales into free cash flow (29.7% FCF margin, against 6.9%).
Pinterest earned a higher return on the capital invested in it (13.2%, against −2.0%).

Who comes out ahead

Of the 11 measures where higher (or lower) is clearly better, how many each company leads.

PINS

9/11

5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change

Take-Two Interactive

TTWO

2/11

Revenue growthPiotroski F-score

Side by side

Best in the row

Latest fiscal year	PINS FY25	TTWO FY26
Size
Market cap	$12.0B	$37.9B
Revenue	$4.2B	$6.7B
Free cash flow	$1.3B	$462M
Net income	$417M	−$298M
Growth
Revenue growth	15.8%	18.2%
5-year growth	20.1%	14.6%
Share count change	−1.5%	5.0%
Profitability
Gross margin	80.1%	57.2%
Operating margin	7.6%	−1.6%
Net margin	9.9%	−4.5%
FCF margin	29.7%	6.9%
Return on capital	13.2%	−2.0%
Return on equity	8.8%	−10.6%
Balance sheet
Net debt	−$2.5B	$529M
Net debt / EBITDA	−7.2x	5.6x
Dividends and buybacks	$927M	$0.0M
Valuation & quality
P/E	62.4x	—
Piotroski F-score	5	7

Ten years

Revenue

FY17

PINS $473M

TTWO $1.8B

FY18

PINS $756M

TTWO $1.8B

FY19

PINS $1.1B

TTWO $2.7B

FY20

PINS $1.7B

TTWO $3.1B

FY21

PINS $2.6B

TTWO $3.4B

FY22

PINS $2.8B

TTWO $3.5B

FY23

PINS $3.1B

TTWO $5.3B

FY24

PINS $3.6B

TTWO $5.3B

FY25

PINS $4.2B

TTWO $5.6B

FY26

PINS —

TTWO $6.7B

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

PINS TTWO

Operating margin

FY17

PINS −29.2%

TTWO 5.1%

FY18

PINS −9.9%

TTWO 7.6%

FY19

PINS −121.5%

TTWO 7.8%

FY20

PINS −8.4%

TTWO 13.8%

FY21

PINS 12.7%

TTWO 18.7%

FY22

PINS −3.6%

TTWO 13.5%

FY23

PINS −4.1%

TTWO −21.8%

FY24

PINS 4.9%

TTWO −67.1%

FY25

PINS 7.6%

TTWO −77.9%

FY26

PINS —

TTWO −1.6%

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

PINS TTWO

Free cash flow

FY17

PINS −$144M

TTWO $387M

FY18

PINS −$82.6M

TTWO $432M

FY19

PINS −$33.1M

TTWO $777M

FY20

PINS $11.4M

TTWO $632M

FY21

PINS $744M

TTWO $843M

FY22

PINS $440M

TTWO $99.4M

FY23

PINS $605M

TTWO −$203M

FY24

PINS $940M

TTWO −$158M

FY25

PINS $1.3B

TTWO −$215M

FY26

PINS —

TTWO $462M

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

PINS TTWO

Return on capital

FY17

PINS —

TTWO —

FY18

PINS —

TTWO —

FY19

PINS —

TTWO —

FY20

PINS −28.4%

TTWO 74.5%

FY21

PINS 61.8%

TTWO 96.1%

FY22

PINS −14.1%

TTWO 45.8%

FY23

PINS −17.1%

TTWO −14.9%

FY24

PINS 12.8%

TTWO −29.7%

FY25

PINS 13.2%

TTWO −56.4%

FY26

PINS —

TTWO −2.0%

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

PINS TTWO

Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.