Electronic Arts Inc. (EA) Stock

Electronic Arts Inc. (EA) is a Technology stock trading at $209.00 (as of 2026-07-17), with a market capitalization of $52.41B and a trailing P/E of 59.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Electronic Arts Inc. develops, publishes, and distributes games, related content, and services for consoles, PCs, and mobile devices. It offers internally developed titles and services across multiple game genres and licenses third-party intellectual property, with distribution through digital channels and retail partners serving consumers worldwide.

Understand Electronic Arts Inc.: how it makes money

Electronic Arts (EA) develops, publishes, and licenses video games and game services across consoles, PCs, and mobile devices, selling full games and ongoing live services, and it also licenses its games so third parties can distribute and host them.

EA’s profit model is structurally built around two revenue engines, full game sales and ongoing live services and other revenue, which together determine how much of franchise demand shows up upfront versus over time, while licensing to third parties shapes how games reach and run for players.

Revenue by segment (latest quarter)
Live	$1.5B
Full	$0.4B

Business quality (Weak): Franchise-driven revenue mix (live services plus full games) is clear, but results can be sensitive to how well live offerings and new releases perform.

Valuation: Trades at 58× trailing earnings · $51B market cap.

Bull case

Recurring-style revenue bucket alongside one-time releases: EA reports both live services and other revenue and full game revenue, so a meaningful share of revenue can come from ongoing offerings rather than only from new releases.
Multiple franchise pillars and licensed content: EA develops and publishes games primarily under major franchises, and it also has licensed games from other brands, which can broaden its content slate.

Bear case

Performance sensitivity of the live services bucket: Because live services and other revenue is a major part of total net revenue, changes in live engagement or monetization can materially affect results.
Content cycle and launch dependency: Full game revenue is a distinct component, which can make outcomes dependent on the success and timing of new game releases.
Reliance on third-party distribution and hosting for licensed games: EA licenses games to third parties to distribute and host them, so external partner execution can influence how games are delivered to players.

Valuation — source: SEC EDGAR (first-party)
Price	$209.00
Market Cap	$52.41B
P/E Ratio	59.1
EV / EBITDA	33.4
Price / Book	7.75
Price / Sales	6.96
DCF Value (model)	$67.02
DCF Upside vs Price	-67.9%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$7.53B
Net Margin	11.8%
Revenue Growth (YoY)	0.9%
EPS Growth (YoY)	-17.1%

Financial Health — source: SEC EDGAR
Altman Z-Score	6.52 (safe)

Valuation vs Sector & Industry
Stock P/E	59.1
Sector P/E (Technology)	34.7
Industry P/E (Business Services)	30.7
vs Sector	70.4%
vs Industry	92.3%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	Decagon Asset Management LLP ($27.23B)
Institutional Holders Tracked	10
Congressional Trades (recent)	10

Company
Sector	Technology
Industry	Business Services
CEO	Andrew Wilson
Employees	13,700
Country	US
IPO Date	1989-09-20

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Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.