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6May 5, 2026·SEC
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Electronic Arts Inc. (EA) fundamental analysis — strengths, weaknesses & financial health based on data analysis
No significant weaknesses identified
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Electronic Arts Inc. (EA) stock price & volume — 10-year historical chart
Electronic Arts Inc. (EA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Electronic Arts Inc. (EA) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $1.50vs $2.39-37.2% | $1.9Bvs $2.0B-5.7% |
| Q1 2026 | Feb 3, 2026 | $4.82vs $4.72+2.1% | $3.0Bvs $2.9B+4.2% |
| Q4 2025 | Oct 28, 2025 | $1.21vs $1.30-6.9% | $1.8Bvs $1.9B-1.9% |
| Q3 2025 | Jul 29, 2025 | $0.25vs $0.11+125.8% | $1.7Bvs $1.2B+34.2% |
Electronic Arts Inc. (EA) competitors in Game Publishers (Console, PC, Mobile) — business model, growth, and fundamentals comparison
Electronic Arts Inc. (EA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Electronic Arts Inc. (EA) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | Mar'25 | Mar'26 |
|---|---|---|---|---|---|---|---|---|---|
| Sales/Revenue | 5.15B | 4.95B | 5.54B | 5.63B | 6.99B | 7.43B | 7.56B | 7.46B | 7.53B |
| Revenue Growth % | 6.3% | -3.88% | 11.86% | 1.66% | 24.2% | 6.22% | 1.83% | -1.31% | 0.91% |
| Cost of Goods Sold | 1.28B | 1.32B | 1.37B | 1.49B | 1.86B | 1.79B | 1.71B | 1.54B | 1.58B |
| COGS % of Revenue | 24.8% | 26.71% | 24.72% | 26.54% | 26.59% | 24.13% | 22.61% | 20.68% | 21.03% |
| Gross Profit | 3.87B▲ 0% | 3.63B▼ 6.3% | 4.17B▲ 14.9% | 4.13B▼ 0.8% | 5.13B▲ 24.1% | 5.63B▲ 9.8% | 5.85B▲ 3.9% | 5.92B▲ 1.2% | 5.95B▲ 0.5% |
| Gross Margin % | 75.2% | 73.29% | 75.28% | 73.46% | 73.41% | 75.87% | 77.39% | 79.32% | 78.97% |
| Gross Profit Growth % | 9.19% | -6.33% | 14.88% | -0.79% | 24.11% | 9.78% | 3.87% | 1.16% | 0.46% |
| Operating Expenses | 2.44B | 2.63B | 2.72B | 3.09B | 4B | 4.3B | 4.33B | 4.4B | 4.79B |
| OpEx % of Revenue | 47.36% | 53.17% | 49.18% | 54.88% | 57.26% | 57.93% | 57.31% | 58.96% | 63.54% |
| Selling, General & Admin | 1.11B | 1.16B | 1.14B | 1.28B | 1.63B | 1.71B | 1.71B | 1.71B | 1.89B |
| SG&A % of Revenue | 21.55% | 23.47% | 20.53% | 22.76% | 23.37% | 22.96% | 22.61% | 22.87% | 25.11% |
| Research & Development | 1.32B | 1.43B | 1.56B | 1.78B | 2.19B | 2.33B | 2.42B | 2.57B | 2.83B |
| R&D % of Revenue | 25.63% | 28.95% | 28.16% | 31.59% | 31.27% | 31.35% | 32% | 34.42% | 37.55% |
| Other Operating Expenses | 9M | 37M | 27M | 30M | 183M | 269M | 204M | 124M | 66M |
| Operating Income | 1.43B▲ 0% | 996M▼ 30.5% | 1.45B▲ 45.1% | 1.05B▼ 27.6% | 1.13B▲ 7.9% | 1.33B▲ 18.0% | 1.52B▲ 14.0% | 1.52B▲ 0.1% | 1.16B▼ 23.6% |
| Operating Margin % | 27.84% | 20.12% | 26.1% | 18.58% | 16.15% | 17.94% | 20.07% | 20.37% | 15.43% |
| Operating Income Growth % | 17.16% | -30.54% | 45.08% | -27.61% | 7.94% | 17.98% | 13.96% | 0.13% | -23.55% |
| EBITDA | 1.57B | 1.14B | 1.59B | 1.23B | 1.61B | 1.87B | 1.92B | 1.88B | 1.23B |
| EBITDA Margin % | 30.49% | 23.05% | 28.81% | 21.8% | 23.1% | 25.15% | 25.42% | 25.14% | 16.31% |
| EBITDA Growth % | 12.46% | -27.32% | 39.79% | -23.07% | 31.62% | 15.67% | 2.89% | -2.39% | -34.54% |
| D&A (Non-Cash Add-back) | 136M | 145M | 150M | 181M | 486M | 536M | 404M | 356M | 66M |
| EBIT | 1.49B | 1.12B | 1.55B | 1.06B | 1.14B | 1.38B | 1.65B | 1.66B | 1.16B |
| Net Interest Income | 6M | 43M | 56M | -21M | -54M | -9M | 68M | 67M | 0 |
| Interest Income | 50M | 88M | 100M | 24M | 4M | 49M | 126M | 125M | 0 |
| Interest Expense | 44M | 45M | 44M | 45M | 58M | 58M | 58M | 58M | 0 |
| Other Income/Expense | 15M | 83M | 63M | -29M | -48M | -6M | 71M | 85M | 18M |
| Pretax Income | 1.45B▲ 0% | 1.08B▼ 25.5% | 1.51B▲ 39.8% | 1.02B▼ 32.6% | 1.08B▲ 6.3% | 1.33B▲ 22.7% | 1.59B▲ 19.8% | 1.6B▲ 1.0% | 1.18B▼ 26.5% |
| Pretax Margin % | 28.14% | 21.8% | 27.23% | 18.07% | 15.46% | 17.86% | 21.01% | 21.51% | 15.67% |
| Income Tax | 406M | 60M | -1.53B | 180M | 292M | 524M | 316M | 484M | 293M |
| Effective Tax Rate % | 28.02% | 5.56% | -101.53% | 17.7% | 27.01% | 39.52% | 19.89% | 30.16% | 24.83% |
| Net Income | 1.04B▲ 0% | 1.02B▼ 2.3% | 3.04B▲ 198.2% | 837M▼ 72.5% | 789M▼ 5.7% | 802M▲ 1.6% | 1.27B▲ 58.7% | 1.12B▼ 11.9% | 887M▼ 20.9% |
| Net Margin % | 20.25% | 20.59% | 54.89% | 14.87% | 11.29% | 10.8% | 16.83% | 15.02% | 11.78% |
| Net Income Growth % | 7.86% | -2.3% | 198.23% | -72.46% | -5.73% | 1.65% | 58.73% | -11.94% | -20.87% |
| Net Income (Continuing) | 1.04B | 1.02B | 3.04B | 837M | 789M | 802M | 1.27B | 1.12B | 887M |
| Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| EPS (Diluted) | 3.34▲ 0% | 3.33▼ 0.3% | 10.30▲ 209.3% | 2.87▼ 72.1% | 2.76▼ 3.8% | 2.88▲ 4.3% | 4.68▲ 62.5% | 4.23▼ 9.6% | 3.51▼ 17.0% |
| EPS Growth % | 8.44% | -0.3% | 209.31% | -72.14% | -3.83% | 4.35% | 62.5% | -9.62% | -17.02% |
| EPS (Basic) | 3.39 | 3.36 | 10.37 | 2.90 | 2.78 | 2.90 | 4.71 | 4.28 | 3.55 |
| Diluted Shares Outstanding | 312M | 306M | 295M | 292M | 286M | 278M | 272M | 264M | 253M |
| Basic Shares Outstanding | 308M | 303M | 293M | 289M | 284M | 277M | 270M | 262M | 250M |
| Dividend Payout Ratio | - | - | - | 11.71% | 24.46% | 26.18% | 16.1% | 17.75% | 21.53% |
Electronic Arts Inc. (EA) balance sheet — assets, liabilities & shareholders' equity
| Line item | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | Mar'25 | Mar'26 |
|---|---|---|---|---|---|---|---|---|---|
| Total Current Assets | 6B | 6.38B | 6.52B | 7.21B | 4.15B | 3.97B | 4.25B | 3.28B | 3.97B |
| Cash & Short-Term Investments | 5.33B | 5.45B | 5.74B | 6.37B | 3.06B | 2.77B | 3.26B | 2.25B | 2.98B |
| Cash Only | 4.26B | 4.71B | 3.77B | 5.26B | 2.73B | 2.42B | 2.9B | 2.14B | 2.86B |
| Short-Term Investments | 1.07B | 737M | 1.97B | 1.11B | 330M | 343M | 362M | 112M | 116M |
| Accounts Receivable | 385M | 623M | 461M | 521M | 650M | 684M | 565M | 679M | 632M |
| Days Sales Outstanding | 27.29 | 45.94 | 30.39 | 33.78 | 33.94 | 33.62 | 27.27 | 33.21 | 30.63 |
| Inventory | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Days Inventory Outstanding | - | - | - | - | - | - | - | - | - |
| Other Current Assets | 288M | 313M | 321M | 326M | 439M | 518M | 420M | 349M | 361M |
| Total Non-Current Assets | 2.58B | 2.58B | 4.59B | 6.08B | 9.65B | 9.49B | 9.17B | 9.09B | 9.16B |
| Property, Plant & Equipment | 453M | 448M | 449M | 491M | 550M | 549M | 578M | 586M | 613M |
| Fixed Asset Turnover | 11.37x | 11.05x | 12.33x | 11.46x | 12.71x | 13.53x | 13.08x | 12.74x | 12.29x |
| Goodwill | 1.88B | 1.89B | 1.89B | 2.87B | 5.39B | 5.38B | 5.38B | 5.38B | 5.39B |
| Intangible Assets | 71M | 87M | 53M | 309M | 962M | 618M | 400M | 293M | 195M |
| Long-Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Current Assets | 89M | 114M | 305M | 362M | 507M | 481M | 436M | 417M | 529M |
| Total Assets | 8.58B▲ 0% | 8.96B▲ 4.3% | 11.11B▲ 24.1% | 13.29B▲ 19.6% | 13.8B▲ 3.9% | 13.46B▼ 2.5% | 13.42B▼ 0.3% | 12.37B▼ 7.8% | 13.13B▲ 6.2% |
| Asset Turnover | 0.60x | 0.55x | 0.50x | 0.42x | 0.51x | 0.55x | 0.56x | 0.60x | 0.57x |
| Asset Growth % | 11.22% | 4.35% | 24.06% | 19.58% | 3.85% | -2.47% | -0.29% | -7.84% | 6.17% |
| Total Current Liabilities | 2.49B | 2.27B | 2.66B | 2.96B | 3.51B | 3.29B | 3.09B | 3.46B | 3.8B |
| Accounts Payable | 48M | 113M | 68M | 96M | 101M | 99M | 110M | 105M | 0 |
| Days Payables Outstanding | 13.72 | 31.2 | 18.13 | 23.45 | 19.83 | 20.16 | 23.48 | 24.84 | - |
| Short-Term Debt | 0 | 0 | 599M | 0 | 0 | 0 | 0 | 400M | 0 |
| Deferred Revenue (Current) | 1.73B | 1.19B | 1.05B | 1.62B | 2.18B | 2B | 1.87B | 1.79B | 2.23B |
| Other Current Liabilities | 282M | 524M | 435M | 609M | 644M | 526M | 566M | 570M | 1.56B |
| Current Ratio | 2.41x | 2.82x | 2.45x | 2.43x | 1.18x | 1.21x | 1.37x | 0.95x | 1.05x |
| Quick Ratio | 2.41x | 2.82x | 2.45x | 2.43x | 1.18x | 1.21x | 1.37x | 0.95x | 1.05x |
| Cash Conversion Cycle | - | - | - | - | - | - | - | - | - |
| Total Non-Current Liabilities | 1.5B | 1.36B | 987M | 2.48B | 2.66B | 2.88B | 2.82B | 2.52B | 2.57B |
| Long-Term Debt | 992M | 994M | 397M | 1.88B | 1.88B | 1.88B | 1.88B | 1.48B | 1.49B |
| Capital Lease Obligations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 267M | 0 |
| Deferred Tax Liabilities | 1M | 2M | 1M | 43M | 1M | 1M | 1M | 0 | 0 |
| Other Non-Current Liabilities | 505M | 365M | 589M | 565M | 783M | 1B | 934M | 772M | 1.08B |
| Total Liabilities | 3.99B | 3.63B | 3.65B | 5.45B | 6.17B | 6.17B | 5.91B | 5.98B | 6.37B |
| Total Debt | 992M | 994M | 1.06B | 1.95B | 1.96B | 1.95B | 1.95B | 2.22B | 1.49B |
| Net Debt | -3.27B | -3.71B | -2.7B | -3.31B | -773M | -478M | -952M | 82M | -1.38B |
| Debt / Equity | 0.22x | 0.19x | 0.14x | 0.25x | 0.26x | 0.27x | 0.26x | 0.35x | 0.22x |
| Debt / EBITDA | 0.63x | 0.87x | 0.67x | 1.59x | 1.21x | 1.04x | 1.01x | 1.18x | 1.21x |
| Net Debt / EBITDA | -2.08x | -3.26x | -1.69x | -2.70x | -0.48x | -0.26x | -0.50x | 0.04x | -1.12x |
| Interest Coverage | 33.89x | 24.93x | 35.27x | 23.60x | 19.64x | 23.86x | 28.40x | 28.67x | - |
| Total Equity | 4.59B▲ 0% | 5.33B▲ 16.0% | 7.46B▲ 40.0% | 7.84B▲ 5.1% | 7.63B▼ 2.7% | 7.29B▼ 4.4% | 7.51B▲ 3.0% | 6.39B▼ 15.0% | 6.76B▲ 5.9% |
| Equity Growth % | 13.18% | 16.02% | 39.95% | 5.08% | -2.74% | -4.35% | 3.02% | -15% | 5.92% |
| Book Value per Share | 14.73 | 17.42 | 25.29 | 26.85 | 26.66 | 26.23 | 27.62 | 24.19 | 26.74 |
| Total Shareholders' Equity | 4.59B | 5.33B | 7.46B | 7.84B | 7.63B | 7.29B | 7.51B | 6.39B | 6.76B |
| Common Stock | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M | 3M |
| Retained Earnings | 4.06B | 5.36B | 7.51B | 7.89B | 7.61B | 7.36B | 7.58B | 6.47B | 6.61B |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accumulated OCI | -127M | -30M | -50M | -50M | 15M | -67M | -72M | -87M | -102M |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Electronic Arts Inc. (EA) cash flow — operating, investing & free cash flow history
| Line item | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | Mar'25 | Mar'26 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 1.69B | 1.55B | 1.8B | 1.93B | 1.9B | 1.55B | 2.31B | 2.08B | 2.55B |
| Operating CF Margin % | 32.85% | 31.25% | 32.45% | 34.36% | 27.16% | 20.87% | 30.61% | 27.86% | 33.9% |
| Operating CF Growth % | 22.34% | -8.57% | 16.16% | 7.62% | -1.81% | -18.38% | 49.35% | -10.19% | 22.8% |
| Net Income | 1.04B | 1.02B | 3.04B | 837M | 789M | 802M | 1.27B | 1.12B | 887M |
| Depreciation & Amortization | 136M | 145M | 150M | 181M | 486M | 536M | 344M | 356M | 323M |
| Stock-Based Compensation | 242M | 284M | 347M | 435M | 528M | 548M | 584M | 642M | 656M |
| Deferred Taxes | 204M | -16M | -1.87B | -143M | -329M | -221M | 0 | 0 | -13M |
| Other Non-Cash Items | 0 | 30M | 1.88B | 143M | 329M | 221M | 60M | 0 | 0 |
| Working Capital Changes | 67M | 85M | -1.74B | 481M | 96M | -336M | 54M | -40M | 700M |
| Change in Receivables | -25M | -88M | 164M | -41M | -77M | -34M | 119M | -115M | 46M |
| Change in Inventory | 0 | 88M | -164M | 41M | 77M | 34M | 0 | 0 | 0 |
| Change in Payables | -44M | 59M | -36M | 18M | -7M | 10M | -6M | 190M | 206M |
| Cash from Investing | 622M | 169M | -1.36B | -505M | -2.8B | -217M | -207M | 37M | -276M |
| Capital Expenditures | -107M | -119M | -140M | -124M | -188M | -207M | -199M | -221M | -230M |
| CapEx % of Revenue | 2.08% | 2.4% | 2.53% | 2.2% | 2.69% | 2.79% | 2.63% | 2.96% | 3.05% |
| Acquisitions | -150M | -58M | 140M | -1.24B | -3.39B | 10M | 0 | 0 | -17M |
| Investments | - | - | - | - | - | - | - | - | - |
| Other Investing | 0 | 0 | -140M | 0 | 0 | -10M | 0 | 0 | 0 |
| Cash from Financing | -643M | -1.25B | -1.36B | -15M | -1.62B | -1.6B | -1.62B | -2.86B | -1.57B |
| Debt Issued (Net) | 0 | 0 | 0 | 878M | 0 | 0 | 0 | 0 | -400M |
| Equity Issued (Net) | -523M | -1.13B | -1.15B | -881M | -1.22B | -1.22B | -1.22B | -2.43B | -977M |
| Dividends Paid | 0 | 0 | 0 | -98M | -193M | -210M | -205M | -199M | -191M |
| Share Repurchases | -601M | -1.19B | -1.21B | -729M | -1.3B | -1.29B | -1.3B | -2.51B | -1.06B |
| Other Financing | -120M | -122M | -213M | 86M | -204M | -175M | -196M | -234M | 0 |
| Net Change in Cash | 1.69B▲ 0% | 450M▼ 73.4% | -940M▼ 308.9% | 1.49B▲ 258.7% | -2.53B▼ 269.4% | -308M▲ 87.8% | 476M▲ 254.5% | -764M▼ 260.5% | 728M▲ 195.3% |
| Free Cash Flow | 1.58B▲ 0% | 1.43B▼ 9.9% | 1.66B▲ 16.0% | 1.81B▲ 9.2% | 1.71B▼ 5.5% | 1.34B▼ 21.5% | 2.12B▲ 57.6% | 1.86B▼ 12.2% | 2.32B▲ 25.0% |
| FCF Margin % | 30.78% | 28.85% | 29.93% | 32.15% | 24.47% | 18.09% | 27.98% | 24.9% | 30.85% |
| FCF Growth % | 25.79% | -9.91% | 16.04% | 9.23% | -5.47% | -21.51% | 57.56% | -12.19% | 25.03% |
| FCF per Share | 5.08 | 4.67 | 5.62 | 6.20 | 5.98 | 4.83 | 7.78 | 7.04 | 9.18 |
| FCF Conversion (FCF/Net Income) | 1.62x | 1.52x | 0.59x | 2.31x | 2.41x | 1.93x | 1.82x | 1.85x | 2.88x |
| Interest Paid | 42M | 42M | 42M | 40M | 56M | 56M | 56M | 56M | 0 |
| Taxes Paid | 57M | 100M | 170M | 340M | 629M | 583M | 300M | 404M | 0 |
Electronic Arts Inc. (EA) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 25.94% | 24.1% | 20.53% | 47.51% | 10.94% | 10.2% | 10.75% | 17.2% | 16.13% | 13.49% |
| Return on Invested Capital (ROIC) | 40.44% | 56.4% | 50.71% | 34% | 16.89% | 14.88% | 14.62% | 17.02% | 17.5% | 14.71% |
| Gross Margin | 73.21% | 75.2% | 73.29% | 75.28% | 73.46% | 73.41% | 75.87% | 77.39% | 79.32% | 78.97% |
| Net Margin | 19.96% | 20.25% | 20.59% | 54.89% | 14.87% | 11.29% | 10.8% | 16.83% | 15.02% | 11.78% |
| Debt / Equity | 0.24x | 0.22x | 0.19x | 0.14x | 0.25x | 0.26x | 0.27x | 0.26x | 0.35x | 0.22x |
| Interest Coverage | 26.70x | 33.89x | 24.93x | 35.27x | 23.60x | 19.64x | 23.86x | 28.40x | 28.67x | - |
| FCF Conversion | 1.43x | 1.62x | 1.52x | 0.59x | 2.31x | 2.41x | 1.93x | 1.82x | 1.85x | 2.88x |
| Revenue Growth | 10.21% | 6.3% | -3.88% | 11.86% | 1.66% | 24.2% | 6.22% | 1.83% | -1.31% | 0.91% |
Electronic Arts Inc. (EA) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 5, 2026·SEC
Feb 10, 2026·SEC
Feb 3, 2026·SEC
May 13, 2025·SEC
Electronic Arts Inc. (EA) stock FAQ — growth, dividends, profitability & financials explained
Electronic Arts Inc. (EA) reported $7.53B in revenue for fiscal year 2026. This represents a 1019% increase from $673.0M in 1997.
Electronic Arts Inc. (EA) grew revenue by 0.9% over the past year. Growth has been modest.
Yes, Electronic Arts Inc. (EA) is profitable, generating $887.0M in net income for fiscal year 2026 (11.8% net margin).
Yes, Electronic Arts Inc. (EA) pays a dividend with a yield of 0.38%. This makes it attractive for income-focused investors.
Electronic Arts Inc. (EA) has a return on equity (ROE) of 13.5%. This is reasonable for most industries.
Electronic Arts Inc. (EA) generated $2.32B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Electronic Arts Inc. (EA) financial analysis — history, returns, DCA and operating performance tools
Analyst verdict, bull/bear case, risk factors and peer comparison
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates