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Company Analysis

Electronic Arts Inc. EA

A comprehensive view of key metrics, scores, and financial health for Electronic Arts Inc.

Overview of Electronic Arts Inc.

EA NMS
Communication Services Electronic Gaming & Multimedia Large Cap
Electronic Arts Inc. (EA), is a Large Cap company, in the Electronic Gaming & Multimedia industry, last closed at $199.24, about 73.6% overvalued vs fair value, +39.4% 1Y return, placing in the top 10% of its sector.
$199.24
0.08%
As of March 13, 2026
Previous close • Vol 90d: 6.7%
52-Week Range
Market Cap
$49.86B
Enterprise Value
$49.03B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.ea.com
HQ Redwood City, CA
Employees 14,500
Fiscal year Mar 31

Next Events

Dividend Mar 18
Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$47
$53
$59
Current: $199.24 -74% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$7.5B
-1.3%%
Gross Profit
$5.9B
1.2%%
Operating Income
$1.6B
-0.2%%
Net Income
$1.1B
-11.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
165.7%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$2.7B
145.7% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
1/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Electronic Arts Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
81
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
94
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing EA's balance between Growth (26.0%), Profitability (41.3%), and Safety (32.7%). Growth 26% Safety 33% Profitability 41%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

51th percentile vs peers
52
Key Signals
Rev Growth YoY -1.3% 44p Revenue CAGR 3Y 2.2% 52p EPS CAGR 3Y 15.5% 66p EPS Growth YoY -9.3% 39p TSR 66.9% 75p
Strengths
  • Interest Coverage Ratio in top 20% of peers (28.67, 82th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Operating Margin in top 20% of peers (21.1%, 88th percentile)
Risks

No significant risks identified for this axis.

Profitability

81th percentile vs peers
82
Key Signals
Strengths
Risks
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Safety

64th percentile vs peers
65
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Electronic Arts Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$52.52
- - -
-73.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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