Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation; and live services offerings, including extra content and subscription offerings through its global football and American football franchises, such as …
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Competitive advantage assessment
Key strengths
Margins Consistently Above PeersGross margin at 79.0% (top 12%) and operating margin at 15.4% (top 20%) indicate strong pricing power.
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.95), demonstrating pricing resilience across cycles.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Electronic Arts Inc. ranks #2 of 26
scored companies in Electronic Gaming & Multimedia by moat score — the top 8%.
The widest moat in the group is NetEase, Inc. (NTES)
at 83/100.
Moat scores for companies ranked near EA in Electronic Gaming & Multimedia
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 74
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 86
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 81
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 63
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 75
· 15% of the moat score
Scale matters only when it converts into economics.
Electronic Arts Inc. (EA) scores 79 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #2 of 26 scored companies in Electronic Gaming & Multimedia, the top 8%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 25 companies in Electronic Gaming & Multimedia. Its strongest defense is Pricing Power (89/100) and its weakest is Resilience (63/100).
How does Electronic Arts Inc. compare with other Electronic Gaming & Multimedia companies?
Electronic Arts Inc. ranks #2 of 26 scored companies in Electronic Gaming & Multimedia by moat score. The widest moat in Electronic Gaming & Multimedia is NetEase, Inc. (NTES) at 83/100. The companies ranked closest are NetEase, Inc. (NTES) at 83 just above it and DoubleDown Interactive Co., Ltd (DDI) at 75 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 25 companies in Electronic Gaming & Multimedia. The defenses are then weighted to produce the overall score out of 100.
Why is Electronic Arts Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Electronic Arts Inc.?
The Corporate Default template measures 6 defenses, and EA scores: Pricing Power (89), Cost Advantage (74), Customer Stickiness (86), Capital Efficiency (81), Resilience (63), Scale & Market Position (75). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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