Electronic Arts (EA)
Market Price (9/18/2025): $173.7 | Market Cap: $43.6 BilSector: Communication Services | Industry: Interactive Home Entertainment
Electronic Arts (EA)
Market Price (9/18/2025): $173.7Market Cap: $43.6 BilSector: Communication ServicesIndustry: Interactive Home Entertainment
Investment Highlights
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23% | Trading close to highsDist 52W High is -2.9%, Dist 3Y High is -2.9% | Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 42x |
Low stock price volatilityVol 12M is 30% | Weak multi-year price returns2Y Excs Rtn is -3.6%, 3Y Excs Rtn is -26% |
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23% |
Low stock price volatilityVol 12M is 30% |
Trading close to highsDist 52W High is -2.9%, Dist 3Y High is -2.9% |
Weak multi-year price returns2Y Excs Rtn is -3.6%, 3Y Excs Rtn is -26% |
Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 42x |
Market Valuation
9/18/25 | 2024 | 2023 | 2022 | |
---|---|---|---|---|
Share Price CYE | $173.70 | $145.74 | $135.58 | $120.33 |
Market Cap CYE ($ Bil) | 43.6 | 38.2 | 36.5 | 33.2 |
Total Debt ($ Bil) | 2.0 | 2.0 | 1.9 | 1.9 |
Total Cash ($ Bil) | 1.6 | 2.2 | 3.3 | 2.8 |
Enterprise Value ($ Bil) | 43.9 | 40.2 | 38.4 | 35.1 |
Valuation Ratios | ||||
P/S TTM | 5.8 | 5.1 | 4.9 | 4.6 |
P/EBIT TTM | 28.6 | 23.1 | 22.4 | 24.4 |
P/E TTM | 41.8 | 34.2 | 29.0 | 42.2 |
Sector Ratios | ||||
P/S TTM (Sector) | 1.1 | 1.0 | 1.1 | 1.2 |
P/EBIT TTM (Sector) | 1.3 | 0.9 | 0.0 | 1.0 |
P/E TTM (Sector) | -0.6 | -0.7 | -0.5 | -0.3 |
9/18/25 | 2024 | |
---|---|---|
Share Price CYE | $173.70 | $145.74 |
Market Cap CYE ($ Bil) | 43.6 | 38.2 |
Total Debt ($ Bil) | 2.0 | 2.0 |
Total Cash ($ Bil) | 1.6 | 2.2 |
Enterprise Value ($ Bil) | 43.9 | 40.2 |
Valuation Ratios | ||
P/S TTM | 5.8 | 5.1 |
P/EBIT TTM | 28.6 | 23.1 |
P/E TTM | 41.8 | 34.2 |
Sector Ratios | ||
P/S TTM (Sector) | 1.1 | 1.0 |
P/EBIT TTM (Sector) | 1.3 | 0.9 |
P/E TTM (Sector) | -0.6 | -0.7 |
Business Description
Electronic Arts Inc. develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and Plants vs.
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Price Returns Compared
Expand for Detailed View2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
---|---|---|---|---|---|---|---|
Returns | |||||||
EA Return | 34% | -8% | -7% | 13% | 7% | 19% | 65% |
Peers Return | 37% | 8% | -37% | 47% | 15% | 52% | 138% |
S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 12% | 104% |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: MSFT, TTWO, RBLX, EA. See EA Returns vs. Peers.
[3] 2025 data is for the year up to 9/17/2025 (YTD)
Latest Trefis Analyses
Research & Analysis
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Wealth Management
Peer Comparisons for Electronic Arts
Financials
Median | |
---|---|
Name | |
Mkt Price | 212.06 |
Mkt Cap | 68.1 |
Rev LTM | 6,637 |
Op Inc LTM | 448 |
FCF LTM | 1,313 |
FCF 3Y Avg | 1,071 |
CFO LTM | 1,502 |
CFO 3Y Avg | 1,329 |
Growth & Margins
Median | |
---|---|
Name | |
Rev Chg LTM | 11.1% |
Rev Chg 3Y Avg | 14.7% |
Rev Chg Q | 15.2% |
QoQ Delta Rev Chg LTM | 3.6% |
Op Mgn LTM | 4.9% |
Op Mgn 3Y Avg | 0.9% |
QoQ Delta Op Mgn LTM | 1.7% |
CFO/Rev LTM | 26.6% |
CFO/Rev 3Y Avg | 23.7% |
FCF/Rev LTM | 23.1% |
FCF/Rev 3Y Avg | 16.6% |
Valuation
Median | |
---|---|
Name | |
Mkt Cap | 68.1 |
P/S | 10.6 |
P/EBIT | 8.9 |
P/E | 13.3 |
P/CFO | 58.2 |
Total Yield | 0.8% |
Dividend Yield | 0.1% |
FCF Yield 3Y Avg | 1.4% |
D/E | 0.0 |
Net D/E | -0.0 |
Returns
Median | |
---|---|
Name | |
1M Rtn | 5.2% |
3M Rtn | 10.7% |
6M Rtn | 27.3% |
12M Rtn | 43.2% |
3Y Rtn | 107.6% |
1M Excs Rtn | 2.9% |
3M Excs Rtn | 0.9% |
6M Excs Rtn | 10.5% |
12M Excs Rtn | 24.8% |
3Y Excs Rtn | 34.1% |
Returns Analyses
Earnings Returns History
Expand for MoreForward Returns | |||
---|---|---|---|
Earnings Date | 1D Returns | 5D Returns | 21D Returns |
7/29/2025 | 5.7% | 8.9% | 16.9% |
5/6/2025 | 0.6% | -3.5% | -4.2% |
1/22/2025 | -16.7% | -17.7% | -8.0% |
10/29/2024 | 2.4% | 6.8% | 12.1% |
7/30/2024 | 1.2% | -2.3% | 0.3% |
5/7/2024 | -3.8% | -2.8% | 5.6% |
1/30/2024 | 0.0% | -1.7% | 1.5% |
11/1/2023 | 3.6% | 5.6% | 11.4% |
... | |||
SUMMARY STATS | |||
# Positive | 13 | 9 | 14 |
# Negative | 11 | 15 | 10 |
Median Positive | 2.4% | 5.6% | 4.2% |
Median Negative | -3.8% | -2.3% | -6.1% |
Max Positive | 8.0% | 15.1% | 21.9% |
Max Negative | -16.7% | -17.7% | -12.6% |
SEC Filings
Expand for MoreReport Date | Filing Date | Filing |
---|---|---|
6302025 | 8012025 | 10-Q 6/30/2025 |
3312025 | 5132025 | 10-K 3/31/2025 |
12312024 | 2052025 | 10-Q 12/31/2024 |
9302024 | 11012024 | 10-Q 9/30/2024 |
6302024 | 8022024 | 10-Q 6/30/2024 |
3312024 | 5222024 | 10-K 3/31/2024 |
12312023 | 2062024 | 10-Q 12/31/2023 |
9302023 | 11072023 | 10-Q 9/30/2023 |
6302023 | 8082023 | 10-Q 6/30/2023 |
3312023 | 5242023 | 10-K 3/31/2023 |
12312022 | 2072023 | 10-Q 12/31/2022 |
9302022 | 11082022 | 10-Q 9/30/2022 |
6302022 | 8092022 | 10-Q 6/30/2022 |
3312022 | 5252022 | 10-K 3/31/2022 |
12312021 | 2082022 | 10-Q 12/31/2021 |
9302021 | 11092021 | 10-Q 9/30/2021 |
Insider Activity
Expand for MoreOwner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
---|---|---|---|---|---|---|---|---|---|
0 | Singh Vijayanthimala | Chief People Officer | 8272025 | Sell | 172.26 | 1,200 | 206,712 | 6,189,474 | Form |
1 | Ubinas Luis A | 8212025 | Sell | 170.51 | 1,746 | 297,707 | Form | ||
2 | Wilson Andrew | Chairman & CEO | 8212025 | Sell | 170.76 | 3,113 | 531,591 | 9,269,108 | Form |
3 | Canfield Stuart | EVP & Chief Financial Officer | 8212025 | Sell | 170.91 | 800 | 136,728 | 2,621,753 | Form |
4 | Schatz Jacob J. | EVP, Global Affairs and CLO | 8182025 | Sell | 173.72 | 500 | 86,862 | 4,855,238 | Form |
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