GuruFocus·Sep 16, 2026
Is EA Overvalued? DCF Says Worth $49On September 16, 2026, we conducted a DCF analysis for Electronic Arts Inc (EA), a company that has shown a price performance of +25.6% over the past year, desp
Electronic Arts is executing a disciplined shift toward digital and live services, evidenced by gross margin expansion to 86.2% and operating margin reaching 25.8% in 2027Q1. The company's fortress balance sheet, with D/E at 0.21 and $2.3B cash against $1.5B d...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stabilized with 18.9% growth in 2027Q1, while gross margin expanded to 86.2% and operating margin improved to 25.8%, reflecting strong operating leverage and cost discipline.
EA is a global leader in digital interactive entertainment, focusing on building games and experiences that grow online communities around key franchises.
The company is deepening engagement through interactive storytelling connected to key intellectual property and scaling live services.
EA is experiencing growth in its annualized sports franchises, which are a significant part of its revenue stream.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.20-74.2% vs $0.78 | $2.0B+36.4% vs $1.5B |
Q2 2026 May 5, 2026 | $1.50-37.2% vs $2.39 | $1.9B-5.7% vs $2.0B |
Q1 2026 Feb 3, 2026 | $4.82+2.1% vs $4.72 | $3.0B+4.2% vs $2.9B |
Q4 2025 Oct 28, 2025 | $1.21-6.9% vs $1.30 | $1.8B-1.9% vs $1.9B |
On September 16, 2026, we conducted a DCF analysis for Electronic Arts Inc (EA), a company that has shown a price performance of +25.6% over the past year, desp
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Electronic Arts Inc. today launches EA SPORTS™ NHL® 27 worldwide on PlayStation®5 and Xbox Series X|S, giving fans the chance to prepare for the coming 2026-27 NHL® regular season with all-new levels of realism. NHL 27 brings all 32 arenas to life with authentic team atmospheres, presentation that reflects each team's identity, an overhauled broadcast package and a new commentary duo featuring John Buccigross and Darren Pang. Combined with the long request.
Saudi Arabia's wealth fund is considering merging Electronic Arts with Savvy Games to create a gaming giant, Bloomberg News reported on Thursday, citing people familiar with the matter.
Arizona State Retirement System trimmed its position in Electronic Arts Inc. (NASDAQ: EA) by 4.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,497 shares of the game software company's stock after selling 2,601 shares during the
Benchmark EA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Electronic Arts Inc. (EA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $209.70 | $52.92B | 59.74 | 0.91% | 11.78% | 13.49% | 0.36% | |
| $205.53 | $38.43B | -126.87 | 18.16% | -4.79% | -9.12% | — | |
| $2.32 | $882.48M | -4.22 | 8.08% | -9.89% | — | — | |
| $1.00 | $1.95M | -3.98 | -88.31% | -25.82% | -29.62% | — | |
| $49.87 | $35.71B | -32.38 | 35.77% | -17.6% | -306.65% | — | |
| $3.88 | $18.15M | -0.51 | -4.77% | 279.15% | 145.83% | — |
Electronic Arts Inc. (EA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Electronic Arts Inc. (EA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jul 30, 2026·SEC
May 5, 2026·SEC
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Electronic Arts Inc. (EA) stock FAQ — growth, dividends, profitability & financials explained
Electronic Arts Inc. (EA) reported $7.85B in revenue for fiscal year 2026. This represents a 1066% 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 $1.08B in net income for fiscal year 2026 (11.8% net margin).
Yes, Electronic Arts Inc. (EA) pays a dividend with a yield of 0.36%. 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 $2.06B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
