EA logo
Electronic Arts Inc.
EA
201.06 (-0.14%) 0.28
Communication Services
Entertainment
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 EA SPORTS College Football and EA SPORTS Madden NFL as well as based on its IP comprising The Sims Apex Legends and Battlefield. The company markets and sells its games and services through digital distribution and retail channels; and directly to mass market retailers specialty stores and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City California.

Quality Checklist 6/8

5Y Shares Out Change < 0%
ROIC > 10%
Debt/Equity < 1
Net Margin > 10%
Past Net Income CAGR > 0%
Est. EPS Growth > 5%
Current Ratio > 1
Quick Ratio > 1
0.0%of Portfolio

My holdings

Day change:
Total change:
Shares:
Cost basis:
Market cap: $50.15(B)
EV: $51.08(B)
Total Equity: $6.00(B)
Earnings date: Feb-04-2026
P/E: 57.94
Forward P/E: 23.46
P/FCF: 30.33
P/S: 7.03
P/B: 8.36
EPS: $3.5
EPS (fwd): $8.6
FCF/share: $6.6
Revenue/share: $28.6
Book value/share: $24.1
ROIC: 10.3%
ROA: 7.1%
ROE: 13.2%
Debt/Equity: 0.37
Current Ratio: 0.80
Gross margin: 78.8%
Operating margin: 17.1%
Net margin: 12.1%
Dividend/share: $0.8
Div. yield: 0.38%

EA Valuation & Price Targets

Current Price
$201

Favorite Valuation Methods

More Valuation Methods

DCF (simple)
N/A
N/A
DCF (exit mult.)
N/A
N/A
DDM
N/A
N/A
EPS growth
N/A
N/A
Revenue growth
N/A
N/A
Peter Lynch FV
N/A
N/A
Graham No.
N/A
N/A

PEvaluation

29% overvalued
Low
$107
Mid
$143
High
$179
Current price
$201
Fair P/E
Margin of safety
EPS
Market Model
Shares outstan...ROICRevenue growthDebt/FCFAssets/Liabili...
Economic moat: Wide

EPS Estimates

LowAvgHigh#
FY+17.78.69.320
FY+28.39.310.520
FY+38.410.111.115

Analyst Price Targets

4% undervalued
Low
$160
Mid
$210
High
$250
Current price
$201

Analyst Recommendations

Strong Buy0
Buy4
Hold18
Sell1
Strong Sell0

2-stage DCF

First Stage Duration: 5 Years
Starting Free Cash Flow
First Stage Growth Rate
LowMidHigh
Terminal Growth Rate
LowMidHigh
Discount Rate

Discounted Cash Flow

Forecast years: 5 Years
Terminal Growth Rate
LowMidHigh
Discount Rate
Free cash flow estimates:
Y+1 est.
Y+2 est.
0.00%
Y+3 est.
0.00%
Y+4 est.
0.00%
Y+5 est.
0.00%

Discounted Cash Flow (exit mult.)

Forecast years: 5 Years
Exit FCF Multiple
LowMidHigh
Discount Rate
Free cash flow estimates:
Y+1 est.
Y+2 est.
0.00%
Y+3 est.
0.00%
Y+4 est.
0.00%
Y+5 est.
0.00%

Dividend Discount Model

Annual Dividend
First Stage Length (Years): 0 Years
First Stage Growth Rate
Final Growth Rate
Discount Rate

EPS Growth

Forecast years: 5 Years
Starting EPS
EPS Growth Rate
LowMidHigh
Final P/E
LowMidHigh
Discount Rate

Revenue Growth Valuation

Forecast Years: 10 Years
Base Revenue
Revenue Growth Rate
LowMidHigh
Final Net Margin
LowMidHigh
Final P/E Ratio
LowMidHigh
Discount Rate

Peter Lynch Fair Value

Earnings Per Share
Growth Rate

Graham Formula

Earnings Per Share
EPS Growth (7-10 years)
Government Bond Rate

TTM Financials

Income (TTM)

RevenueGrossNet
Revenue$7.29(B)
Gross profit$5.74(B)
EBITDA$1.57(B)
Net income$885.00(M)
Gross margin78.8%
Operating margin17.1%
Net margin12.1%
Shares outstanding249.40(M)

Balance sheet

Cash & ST inv.Other ST assetsLong term assetsCurrent liabilitiesLong term debtOther LT liabilitiesEquity
Total assets$11.85(B)
Current assets$2.72(B)
Total liabilities$5.85(B)
Current liabilities$3.24(B)
Cash & Short-term inv.$1.26(B)
Long-term debt$1.49(B)
Total intangibles$5.63(B)
PP&E$578.00(M)

Cash flow (TTM)

CFOCFICFF
FCF$1.65(B)
CapEx$-219.00(M)
Dividends paid$-194.00(M)
Stock issued$81.00(M)
Stock repurchased$-2.80(B)
Stock-based comp.$651.00(M)
Debt issued$0
Debt repaid$0

Per share data (TTM)

Price: $201
Revenue: $28.6 (7.0x | 14.2%) Gross profit: $23.0 (8.7x | 11.5%) Earnings: $3.47 (57.9x | 1.7%)
FCF: $6.63 (30.3x | 3.3%) Stock-based Comp.: $2.61 (77.0x | 1.3%) CapEx.: $0.88 (229.0x | 0.4%) Dividend: $0.76 (264.6x | 0.4%)
Total Assets: $47.5 (4.2x | 23.6%) Total Liabilities: $23.5 (8.6x | 11.7%) Book Value: $24.1 (8.4x | 12.0%) Cash & ST inv.: $5.05 (39.8x | 2.5%) Debt: $5.95 (33.8x | 3.0%)
Earnings FY+1: $8.57 (23.5x | 4.3%) Earnings FY+2: $9.26 (21.7x | 4.6%) Earnings FY+3: $10.1 (19.9x | 5.0%)
FCF FY+1: $8.77 (22.9x | 4.4%) FCF FY+2: $9.00 (22.3x | 4.5%) FCF FY+3: $9.47 (21.2x | 4.7%) FCF FY+4: $9.99 (20.1x | 5.0%) FCF FY+5: $10.2 (19.8x | 5.1%)

Summary

Growth Estimates

Revenue

CAGR: 3.5%
FY+1FY+2FY+3FY+4FY+5
FY+1$8.04(B)
FY+2(+3.4%)$8.31(B)
FY+3(+4.0%)$8.64(B)
FY+4(+1.9%)$8.81(B)
FY+5(+4.9%)$9.24(B)

Net Income

CAGR: 7.5%
FY+1FY+2FY+3
FY+1$2.19(B)
FY+2(+7.9%)$2.36(B)
FY+3(+7.1%)$2.53(B)

EPS

CAGR: 8.5%
FY+1FY+2FY+3
FY+1$8.57
FY+2(+8.1%)$9.26
FY+3(+9.0%)$10.09

FCF per share

CAGR: 3.8%
FY+1FY+2FY+3FY+4FY+5
FY+1$8.77
FY+2(+2.6%)$9.00
FY+3(+5.3%)$9.47
FY+4(+5.5%)$9.99
FY+5(+1.8%)$10.18

Historical Financials

Showing limited histrical data.
TTM (Y)TTM (Q)FYFQ
Income(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0.02.0(B)4.0(B)6.0(B)
Revenue Operating Income Net IncomeCOGSGross ProfitTotal OpEx.R&DSG&AInterest ExpenseInterest IncomeOther Non-operating IncomePre-tax incomeIncome tax
Cash flow(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0.0500.0(M)1.0(B)1.5(B)2.0(B)
Stock-based Comp. FCFCFONet IncomeD&AChange in Working CapitalCFFStock IssuedStock RepurchasedDebt IssuedDebt RepaidDividend PaidCFIAcquisitionsDivestituresCapital Expenditures
Balance sheet(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0.02.0(B)4.0(B)6.0(B)8.0(B)10.0(B)12.0(B)
Total Assets Total LiabilitiesCurrent assetsCash and EquivalentsShort-term investmentsInventoriesReceivablesNon-current assetsNet PP&EIntangible AssetsGoodwillCurrent liabilitiesShort-Term DebtAccounts payableNon-current liabilitiesLong-Term DebtTotal Equity
Per share data(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0.02.04.06.0
EPS (Basic) FCF/Share Dividend/ShareEPS (Diluted)Book value/ShareCash & ST inv./ShareDebt/Share
Ratios(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0.010.020.030.040.0
P/E P/S EV/EarningsP/FCFP/BEV/FCFDebt/EquityPayout ratio
Margins(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0%20%40%60%
Net Income Margin Operating Margin Gross MarginEBITDA MarginFCF Margin
Returns(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0%5%10%15%20%25%
ROIC ROAROCEROE
Shares outstanding(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0.050.0(M)100.0(M)150.0(M)200.0(M)250.0(M)
Shares (Basic)Shares (Diluted)
Market Cap.(show more...)
Q2'21 (TTM)Q2'22 (TTM)Q2'23 (TTM)Q2'24 (TTM)Q2'25 (TTM)Q2'26 (TTM)0.010.0(B)20.0(B)30.0(B)40.0(B)50.0(B)
Market Cap.

KPIs

Bookings By Platform(show more...)
3/20236/20239/202312/20233/20246/20249/202412/20243/20256/2025
Console Mobile PC and Other
Bookings By Segment(show more...)
3/20236/20239/202312/20233/20246/20249/202412/20243/20256/2025
Packaged Goods and Other Live Services Full Game Downloads
Revenue By Segment(show more...)
3/20236/20239/202312/20233/20246/20249/202412/20243/20256/2025
Mobile Packaged Goods and Other Live Services Full Game Downloads

EA vs Peers

Similar Companies

Ownership

Major holders

*Excludes indirect insider ownership

Insiders: 0.21%
Institutions: 104.39%

Institutional ownership

11.34% Vanguard Group Inc10.37% Blackrock Inc.9.95% Public Investment Fund6.85% State Street Corporati...3.89% Capital International ...3.41% Ninety One UK Ltd2.65% Geode Capital Manageme...1.73% Invesco Ltd.1.69% Ameriprise Financial, ...1.54% Morgan Stanley50.97% Others

Trading Summary

In the past year, insiders have bought $0.00 worth of the company's stock, and sold $22.29(M).

Congress members have bought between $10010 - $150000 worth of the company's stock, and sold between $8008 - $120000.

Insider transactions

$0.002025-12$0.00
$8020492025-11$0.00
$1.99(M)2025-10$0.00
$3.93(M)2025-09$0.00
$2.13(M)2025-08$0.00
$1.54(M)2025-07$0.00
$1.48(M)2025-06$0.00
$2.61(M)2025-05$0.00
$1.45(M)2025-04$0.00
$1.38(M)2025-03$0.00
$1.42(M)2025-02$0.00
$1.44(M)2025-01$0.00
$1.29(M)2024-12$0.00
DateSharesTotal ($)Price ($)NameTitle
Sell2025-11-074,000802,049200.5KELLY ERIC CHARLESOfficer
Grant2025-11-0311723,387199.9HOSKINS ROCHE LOUISE TALBOTTDirector
Grant2025-11-0310320,589199.9HUBER JEFFREY TDirector
Grant2025-11-0350000.0SCHATZ JACOB JOfficer
Sell2025-10-205,0001,002,752200.6WILSON ANDREWChief Executive Officer
Sell2025-10-151,200240,372200.3SINGH VIJAYANTHIMALAOfficer
Sell2025-10-151,200240,961200.8SCHATZ JACOB JOfficer
Sell2025-10-012,500504,477201.8MIELE LAURA KARENOfficer
Sell2025-09-2910,0001,979,400197.9CANFIELD STUARTChief Financial Officer
Sell2025-09-291,200244,080203.4SINGH VIJAYANTHIMALAOfficer
Sell2025-09-225,000863,948172.8WILSON ANDREWChief Executive Officer
Sell2025-09-151,200205,824171.5SINGH VIJAYANTHIMALAOfficer
Sell2025-09-151,200205,824171.5SCHATZ JACOB JOfficer
Sell2025-09-022,500429,234171.7MIELE LAURA KARENOfficer
Sell2025-08-271,200206,712172.3SINGH VIJAYANTHIMALAOfficer
Sell2025-08-211,746297,707170.5UBINAS LUIS ADirector
Sell2025-08-201,000171,059171.1CANFIELD STUARTChief Financial Officer
Sell2025-08-205,000855,257171.1WILSON ANDREWChief Executive Officer
Sell2025-08-151,200209,580174.7SCHATZ JACOB JOfficer
Grant2025-08-011,89523,40512.4HOSKINS ROCHE LOUISE TALBOTTDirector
Grant2025-08-011,87720,57711.0HUBER JEFFREY TDirector
Sell2025-08-012,500388,733155.5MIELE LAURA KARENOfficer
Sell2025-07-215,000761,046152.2WILSON ANDREWChief Executive Officer
Sell2025-07-151,500222,486148.3SCHATZ JACOB JOfficer
Sell2025-07-011,000159,530159.5SINGH VIJAYANTHIMALAOfficer
Sell2025-07-012,500398,744159.5MIELE LAURA KARENOfficer
Sell2025-06-205,000753,215150.6WILSON ANDREWChief Executive Officer
Sell2025-06-161,500223,035148.7SCHATZ JACOB JOfficer
Sell2025-06-021,000143,610143.6SINGH VIJAYANTHIMALAOfficer
Sell2025-06-022,500363,803145.5MIELE LAURA KARENPresident
Sell2025-05-219,2291,394,575151.1WILSON ANDREWChief Executive Officer
Sell2025-05-201,000151,320151.3CANFIELD STUARTChief Financial Officer
Sell2025-05-162,000302,090151.0KELLY ERIC CHARLESOfficer
Sell2025-05-151,500224,462149.6SCHATZ JACOB JOfficer
Sell2025-05-082,500388,929155.6MIELE LAURA KARENOfficer
Grant2025-05-0116123,361145.1HOSKINS ROCHE LOUISE TALBOTTDirector
Grant2025-05-0113719,879145.1UEBERROTH HEIDI JDirector
Grant2025-05-0114220,604145.1SIMONSON RICHARD ADirector
Grant2025-05-0115622,636145.1GONZALEZ RACHEL ADirector
Grant2025-05-0114220,604145.1HUBER JEFFREY TDirector
Sell2025-05-011,000145,560145.6SINGH VIJAYANTHIMALAOfficer
Sell2025-04-225,000726,868145.4WILSON ANDREWChief Executive Officer
Sell2025-04-151,500218,468145.6SCHATZ JACOB JOfficer
Sell2025-04-011,000145,000145.0SINGH VIJAYANTHIMALAOfficer
Sell2025-04-012,500362,764145.1MIELE LAURA KARENOfficer
Sell2025-03-205,000712,523142.5WILSON ANDREWChief Executive Officer
Sell2025-03-171,500208,470139.0SCHATZ JACOB JOfficer
Sell2025-03-031,000130,380130.4SINGH VIJAYANTHIMALAOfficer
Sell2025-03-032,500325,837130.3MIELE LAURA KARENOfficer
Sell2025-02-201,000130,108130.1CANFIELD STUARTChief Financial Officer
Sell2025-02-205,000650,695130.1WILSON ANDREWChief Executive Officer
Sell2025-02-181,500192,900128.6SCHATZ JACOB JOfficer
Grant2025-02-142,501323,629129.4CANFIELD STUARTChief Financial Officer
Sell2025-02-062,500327,078130.8MIELE LAURA KARENOfficer
Grant2025-02-0516320,034122.9UEBERROTH HEIDI JDirector
Grant2025-02-0516720,526122.9SIMONSON RICHARD ADirector
Grant2025-02-0319023,353122.9HOSKINS ROCHE LOUISE TALBOTTDirector
Grant2025-02-0318522,738122.9GONZALEZ RACHEL ADirector
Grant2025-02-0316820,649122.9HUBER JEFFREY TDirector
Sell2025-02-031,000122,030122.0SINGH VIJAYANTHIMALAOfficer
Sell2025-01-215,000713,400142.7WILSON ANDREWChief Executive Officer
Sell2025-01-151,500215,175143.4SCHATZ JACOB JOfficer
Sell2025-01-021,000147,570147.6SINGH VIJAYANTHIMALAOfficer
Sell2025-01-022,500365,371146.1MIELE LAURA KARENOfficer
Sell2024-12-261,000148,180148.2CANFIELD STUARTChief Financial Officer
Sell2024-12-205,000739,986148.0WILSON ANDREWChief Executive Officer
Sell2024-12-161,500234,409156.3SCHATZ JACOB JOfficer
Sell2024-12-021,000164,450164.4SINGH VIJAYANTHIMALAOfficer
Sell2024-11-205,000832,332166.5WILSON ANDREWChief Executive Officer
Grant2024-11-193,03200.0WILSON ANDREWChief Executive Officer

Congressional trading

$0.002025-12$0.00
$0.002025-11$0.00
$0.002025-10$0.00
$0.002025-09$0.00
$0.002025-08$0.00
$0.002025-07$0.00
$80012025-06$0.00
$320022025-05$0.00
$160012025-04$0.00
$0.002025-03$80005
$0.002025-02$0.00
$80012025-01$0.00
$0.002024-12$0.00
DatePoliticianPartyChamberAmount ($)
Sell2025-06-26Ro KhannaDHouse$1,001 - $15,000
Sell2025-05-19Ro KhannaDHouse$1,001 - $15,000
Sell2025-05-15Rob BresnahanRHouse$1,001 - $15,000
Sell2025-05-02Ro KhannaDHouse$1,001 - $15,000
Sell2025-05-02Ro KhannaDHouse$1,001 - $15,000
Sell2025-04-01Julie JohnsonDHouse$1,001 - $15,000
Sell2025-04-01Julie JohnsonDHouse$1,001 - $15,000
Buy2025-03-19Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-19Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-17Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-17Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-10Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-10Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-06Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-06Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-06Ro KhannaDHouse$1,001 - $15,000
Buy2025-03-06Ro KhannaDHouse$1,001 - $15,000
Sell2025-01-17Ro KhannaDHouse$1,001 - $15,000

Tools

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What is the Future Yield Calculator?

The Future Yield Calculator helps you estimate the future dividend yield of a stock based on its current dividend, price, and expected dividend growth rate.

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Future Dividend Income

Base Dividend
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What is the Future Dividend Income Calculator?

The Future Dividend Income Calculator helps you estimate the future dividend income from your investments based on the current dividend yield and expected growth rate.

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