Playstudios Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Playstudios Inc (MYPS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Playstudios Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 227M vs 966,131M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-2.9% annualized vs trailing 12 months), vs holding steady (+0.3%) for its tracked peer group.
- Growth: Playstudios Inc generated -7.3% revenue growth year over year in Q2 2026, vs 15.6% for its tracked competitors combined.
- Profitability: Its -24.1% net margin compares with 29.7% for the peer group.
- Scale: Playstudios Inc ranks #166 of 260 companies by market capitalization in the Software & Programming industry, holding 0.0% of industry market cap.
- Peer revenue share: Playstudios Inc accounted for 0.0% of combined revenue among its tracked peer group, down from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.42M compares with $1.48M for the peer group (0.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
MYPS Sales vs. its Competitors, Q2 2026
Playstudios Inc reported revenue contraction of 7.34 % year on year in Q2 2026, below its competitors' combined revenue growth of 15.64 %.
With a net margin of -24.14 %, Playstudios Inc reported lower profitability than its competitors (29.71 %).
Playstudios Inc generated 0.02 % of the combined sales of its peer group, down from 0.03 % a year earlier.
Playstudios Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Playstudios Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Playstudios Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Playstudios Inc's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.0% year over year, combined, vs -7.3% for Playstudios Inc. Playstudios Inc's share of combined industry revenue moved from 0.02% to 0.02%, a gain of 0.00 percentage points.
Playstudios Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Playstudios Inc | No | No | No | Yes |
| Competitors combined (14) | ||||
| High-Confidence Competitors (7) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
MYPS Stock Performance relative to its Competitors
MYPS Stock Performance relative to High-Confidence Competitors
MYPS Stock Performance relative to Similar-Size Competitors
MYPS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Apple Inc | 282.9% | Outperformed |
| 2 | Fox Corporation | 282.9% | Outperformed |
| 3 | Microsoft Corporation | 282.9% | Outperformed |
| 4 | Walt Disney Co | 282.9% | Outperformed |
| 5 | Take two Interactive Software Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Playstudios Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Playstudios Inc's Comment on Competition and Industry Peers
We believe we are well positioned as a gaming company with a robust loyalty program. It is our view that our investments in the quality of our games, coupled with the unique value proposition of playAWARDS, will continue to distinguish our products and drive our growth.
We believe the value of our playAWARDS program is tied to the breadth of rewards we make available to our players. Our ability to keep the program fresh and relevant is rooted in the value we deliver to our awards partners. As we continue to demonstrate the productivity and impact of our games as a user acquisition, reactivation and inventory management solution, our awards partners can increase their engagement, optimizing their rewards and the overall merchandising of the program. Driving demonstrable results is key to retaining our existing awards partners and attracting new ones. We expect to continue to demonstrate the value of our program, and in doing so, further build upon our substantial collection of awards partners and rewards.
Publicly Traded Peers of Playstudios Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Playstudios Inc | 58.74 | 226.52 |
| Apple Inc | 4,979,446.36 | 466,823.00 |
| Microsoft Corporation | 3,795,216.66 | 331,839.00 |
| Netflix Inc | 295,009.80 | 48,370.76 |
| Walt Disney Co | 184,235.10 | 98,861.00 |
| Netease Inc | 77,905.56 | 16,104.33 |
| SUBTOTAL | 9,482,033.38 | 998,667.54 |
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Sources: Playstudios Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Playstudios Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Playstudios Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| NetEase | Named by the company | 85% |
| Activision Blizzard | Named by the company | 85% |
| Electronic Arts | Named by the company | 85% |
| Microsoft | Named by the company | 85% |
| SciPlay | Named by the company | 85% |
| Zynga | Named by the company | 85% |
| EA Mobile | Named by the company | 85% |
| Jam City | Named by the company | 85% |
| Scopely | Named by the company | 85% |
| Gameloft | Named by the company | 85% |
| Light & Wonder | Named by the company | 85% |
| Playtika | Named by the company | 85% |
| Vivendi | Named by the company | 85% |
| Kabam | Named by the company | 85% |
| Netmarble | Named by the company | 85% |
| Take-Two Interactive | Named by the company | 85% |
| DoubleU | Named by the company | 85% |
| Huuuge Games | Named by the company | 85% |
| Epic Games | Named by the company | 85% |
| King Digital | Named by the company | 85% |
| Niantic | Named by the company | 85% |
| Take-Two Interactive Software | Named by the company | 85% |
| Aristocrat | Named by the company | 85% |
| Apple Inc | Named by the company | 85% |
| Netflix Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Playstudios Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Playstudios Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Playstudios Inc | Play Games 99.03 % |
| Apple Inc | Americas 41.84 % |
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Netflix Inc | Reportable 100.00 % |
| Fox Corporation | Television 55.01 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Playstudios Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Playstudios Inc | 59 | 417,157 | -86,116 |
| Apple Inc | 4,979,446 | 2,812,187 | 776,687 |
| Microsoft Corporation | 3,795,217 | 1,488,067 | 599,771 |
| Netflix Inc | 295,010 | 3,023,173 | 853,103 |
| Walt Disney Co | 184,235 | 427,970 | 39,983 |
| Netease Inc | 77,906 | 1,789,369,889 | 552,890,667 |
| PEERS TOTAL | 9,481,975 | 1,475,482 | 431,524 |
Playstudios Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Playstudios Inc | United States 81.80 % |
| Microsoft Corporation | US 51.47 % |
| Take two Interactive Software Inc | United States 59.98 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Playstudios Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 236 companies in Playstudios Inc's industry classification, broader than the peer set above. Market cap in millions of $.Playstudios Inc ranks #166 of 236 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,661, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Microsoft Corporation | 3,756,759 | 50.30 % |
| 2 | Palantir Technologies Inc | 486,305 | 6.51 % |
| 3 | Oracle Corporation | 388,902 | 5.21 % |
| 4 | Sap Se | 268,701 | 3.60 % |
| 5 | Crowdstrike Holdings Inc | 1,234 | 5.2% |
| 6 | Salesforce Inc | 1,234 | 5.2% |
| 7 | Shopify Inc | 1,234 | 5.2% |
| 8 | Full Truck Alliance Co Ltd | 1,234 | 5.2% |
| 9 | Servicenow Inc | 1,234 | 5.2% |
| 10 | Cloudflare Inc | 1,234 | 5.2% |
| 166 | Playstudios Inc | 60 | 0.00 % |
Market cap and industry share for the rest of Playstudios Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Playstudios Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 161 | Soundthinking Inc | 73 | -52.49 % |
| 162 | Alarum Technologies Ltd | 70 | -87.78 % |
| 163 | Great Elm Group Inc | 65 | -18.80 % |
| 164 | Cango inc | 62 | 7.32 % |
| 165 | Airship Ai Holdings Inc | 1,234 | 12.3% |
| 166 | Playstudios Inc | 60 | -51.30 % |
| 167 | Netsol Technologies Inc | 1,234 | 12.3% |
| 168 | Where Food Comes From Inc | 1,234 | 12.3% |
| 169 | Marketwise Inc | 1,234 | 12.3% |
| 170 | Skillsoft Corp | 1,234 | 12.3% |
| 171 | Intellicheck Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Playstudios Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Playstudios Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (343 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 77.93 % | 64.28 % (avg) | +13.6 pp |
| Operating Margin | -17.90 % | industry median | -15.2 pp |
| EBITDA Margin | -10.83 % | 2.53 % (avg) | -13.4 pp |
| Capital Intensity (Capex / Revenue) | 7.24 % | 4.79 % (avg) | +2.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Playstudios Inc's Valuation vs Competitive Position
Valuation multiples vs the Software & Programming industry average (343 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 39.5x | - |
| EV / EBITDA | - | 21.7x | - |
| P/B | 0.3x | 5.4x | -5.1x |
| Return on Equity | -20.93 % | industry aggregate | -46.13 % |
| Return on Invested Capital | -8.65 % | -0.26 % (avg) | -8.39 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Playstudios Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2020 | 2021 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue Growth | - | - | 7.59 % | -7.40 % | -18.96 % |
| Operating Margin | - | - | -3.35 % | -11.32 % | -10.17 % |
| Return on Invested Capital | - | -0.60 % | -1.72 % | -5.84 % | -4.74 % |
| P/E | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Playstudios Inc's Strategic Group Map
Every company in Playstudios Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Playstudios Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Playstudios Inc's BCG Growth-Share Matrix
Relative market share (vs Playstudios Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Playstudios Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 11.6% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 50% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Playstudios Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,661 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 7.24 % vs industry average 4.79 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Playstudios Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Playstudios Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Playstudios Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Playstudios Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Playstudios Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Operating margin 15.2 points below the industry median.
- Return on equity 46.1 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-2.9% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Industry revenue growing at a healthy 11.6% median pace.
Threats
- Industry dominated by Microsoft Corporation, holding 50.30 % of industry market cap.
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Playstudios Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Playstudios Inc | 2.51 | 3.23 | - |
| Apple Inc | 0.26 | 0.96 | 0.99 |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Netflix Inc | 0.88 | 1.27 | 0.51 |
| Walt Disney Co | 0.16 | 0.70 | 0.38 |
| Netease Inc | 0.90 | 3.45 | 0.04 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Playstudios Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Playstudios Inc | Q2 2026 | -7.3 % | - |
| Apple Inc | Q2 2026 | +16.4 % | +27.1 % |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Netflix Inc | Q2 2026 | +13.4 % | +8.8 % |
| Walt Disney Co | Q2 2026 | +6.8 % | -52.1 % |
| Netease Inc | Q4 2025 | +11.6 % | +20.0 % |
| PEERS TOTAL | +14.9 % | +20.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Playstudios Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Playstudios Inc | Q2 2026 | -25.7 % | -13.3 % |
| Apple Inc | Q2 2026 | +8.6 % | -29.1 % |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Netflix Inc | Q2 2026 | +13.4 % | +40.3 % |
| Walt Disney Co | Q2 2026 | - | +0.8 % |
| Netease Inc | Q4 2025 | +6.3 % | +10.7 % |
Playstudios Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Playstudios Inc | - | - | - |
| Apple Inc | 35.02% | 60.14% | 142.67% |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Netflix Inc | 23.74% | 29.51% | 47.96% |
| Walt Disney Co | 4.59% | 5.45% | 8.01% |
| Netease Inc | 15.72% | 20.57% | 21.71% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Playstudios Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Playstudios Inc | - | 0.26 |
| Apple Inc | 38.90 | 10.67 |
| Microsoft Corporation | 28.37 | 11.44 |
| Netflix Inc | 21.79 | 6.10 |
| Walt Disney Co | 21.79 | 1.86 |
| Netease Inc | 16.14 | 4.84 |
| PEERS AVERAGE | 32.48 | 9.49 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.