Electronic Arts, Inc.

Electronic Arts, Inc.

EA

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Market Cap$50.58B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Electronic Arts, Inc.Electronic Arts, Inc.56.90.38%13%6.80.6

Earnings Call Q1 2026

July 29, 2025 - AI Summary

Strong Q1 Performance: EA reported net bookings of $1.3 billion for Q1 FY '26, a 3% increase year-over-year and exceeding guidance expectations. Full game net bookings were particularly strong at $214 million, up 27%, driven by successful titles such as Split Fiction and a resurgence of Star Wars Battlefront II, highlighting the resilience of core franchises.
Challenges Ahead: For Q2 FY '26, EA anticipates net bookings to decline by 9% to 13%, projected at $1.8 billion to $1.9 billion. This expected decrease is largely due to previous atypical demand for the College Football franchise, which resulted in a hard comparison against last year's launch and a significant 4-point headwind relating to the EA SPORTS FC deluxe edition content.
Strategic Focus and Community Engagement: EA is committed to a community-centric approach for its games—specifically FC 26 and the American Football ecosystems—including Madden and College Football. The anticipation for EA SPORTS FC 26 remains high, with positive early sentiment observed prior to the September 26 launch, underscoring EA's strategy to deepen engagement for core player communities.

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$334.99

Current Fair Value

65.3% upside

Undervalued by 65.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$50.58 Billion
Enterprise Value$52.04 Billion
Dividend Yield$0.76 (0.38%)
Earnings per Share$3.55
Beta0.66
Outstanding Shares250,000,000

Return

Return on Equity13.11%ROE
Return on Assets6.76%
Return on Invested Capital12.45%

Valuation & Multiples

P/E Ratio56.85P/E Ratio
PEG69.76PEG
Price to Sales6.75Price to Sales
Price to Book Ratio7.5Price to Book Ratio
Enterprise Value to Revenue6.91
Enterprise Value to EBIT44.78
Enterprise Value to Net Income58
Total Debt to Enterprise0.08
Debt to Equity0.64Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$2.39
Average shareholder expectation
Revenue Estimate
$1.98 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$0.75
Average shareholder expectation
Revenue Estimate
$1.48 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.4882 81.24%
Total Calls4,574,924 10.16%
Total Puts6,808,209 142.58%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %89.48% 1.69%
Total Invested$45.59B 1.93%
Investors Holding1,084 42.00%

ESG Score

No data

About Electronic Arts, Inc.

9,800 employees
CEO: Andrew Wilson

Electronic Arts is a global leader in digital interactive entertainment. The Company develops and delivers games, content and online services for Internet-connected consoles, mobile devices and personal computers. In fiscal year 2020, E...

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in developing and analyzing tax legislation, providing revenue estimates, and influencing corporate tax structures directly affects EA's financial planning, profitability, and investment decisions.

Finance

As the primary committee for taxation and trade, it directly impacts EA's profitability through corporate tax policy, international tax agreements, and trade policies affecting global market access and operational costs.

Judiciary

This committee's oversight of antitrust laws and intellectual property is highly relevant. It could influence potential M&A activities in the gaming sector and ensures the protection of EA's critical game brands and technologies.

Commerce, Science, and Transportation

This committee's vast jurisdiction over interstate commerce, the FCC, and FTC directly impacts 'Big Tech' companies like EA through regulations concerning privacy, consumer protection (e.g., loot boxes, in-game purchases), data security, and potentially net neutrality impacting online gaming.