analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
TTWO: 1—ACIW: 4wins
Rule of 40
15.1TTWO
28.0ACIW
check_circleACIW leads
Revenue Growth
18.4%TTWO
10.4%ACIW
check_circleTTWO leads
Gross Margin
48%TTWO
49%ACIW
check_circleACIW leads
FCF Margin
-3.4%TTWO
17.6%ACIW
check_circleACIW leads
Operating Margin
-69.3%TTWO
18.8%ACIW
check_circleACIW leads
NRR
—TTWO
—ACIW
Metric
Rule of 40Efficiency score
TTWO
15.1
ACIW
28.0check_circle
Revenue GrowthYoY
TTWO
18.4%check_circle
ACIW
10.4%
Gross Margin% of revenue
TTWO
48%
ACIW
49%check_circle
FCF MarginFree cash flow
TTWO
-3.4%
ACIW
17.6%check_circle
Operating MarginGAAP
TTWO
-69.3%
ACIW
18.8%check_circle
NRRNet retention
TTWO
N/A
ACIW
N/A
EV / RevenueValuation multiple
TTWO
6.3x
ACIW
N/A
Market CapUSD
TTWO
$39.0B
ACIW
N/A
ARR GrowthYoY
TTWO
N/A
ACIW
N/A
CAC PaybackMonths to recover
TTWO
N/A
ACIW
N/A
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insights
Analysis
As of Q4 2025, TAKE TWO INTERACTIVE SOFTWARE INC trades at 6.3x EV/Revenue versus ACI WORLDWIDE, INC. at N/A. On the Rule of 40, TAKE TWO INTERACTIVE SOFTWARE INC scores 15.1 compared to ACI WORLDWIDE, INC.'s 28.0, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at TAKE TWO INTERACTIVE SOFTWARE INC 48% vs ACI WORLDWIDE, INC. 49%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.