Communication Services · NYSE/NASDAQ: EA
ELECTRONIC ARTS INC.
Electronic Gaming & Multimedia
Market Cap $50.93B
Verdict: High
Quality Scores
Multi-Bagger
62/100
Compounder Quality
89/100
Management Credibility
88/100
Governance
92/100
Cash Flow Quality
95/100
AI Summary
Electronic Arts (EA) demonstrates a robust evolution from a traditional packaged-goods publisher to a live-services powerhouse, evidenced by the dramatic revenue scaling from $1.24B in 2019 to over $7.5B in 2026. The company maintains an asset-light model with significant cash generation capabilities, supporting a lean balance sheet with no reported long-term debt in the primary data set. Net income has scaled from $566M in 2017 to peak at $1.27B in 2024, showing strong operational leverage despite cyclicality in game release schedules. The transition to recurring revenue through Ultimate…
Top Opportunities
- Robust Cash Flow from Operations (CFO)
- Virtually debt-free balance sheet
- Dominant position in sports gaming (EA Sports FC)
Top Risks
- High dependence on key franchises (Sports, Apex, Sims)
- Significant volatility in annual Net Income
- Intense competition from free-to-play titles
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