Electronic Arts

Electronic Gaming & Multimedia · Technology

Also trades as: 0IFX.L

Price

$209.70

+0.00 (+0.00%)

Market Cap

$52.92B

Exchange

NASDAQ

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Data as of Aug 12, 2026 · filings through Jun 30, 2026

Share count falling — buybacks

−11.5% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 286.0M (2022) → 253.0M (2026)

Electronic Arts (EA) makes video games sold to players around the world. Its biggest franchises include FIFA (now called EA Sports FC), Madden NFL, The Sims, Apex Legends, and Battlefield. EA sells games to casual and hardcore players on consoles, PC, and mobile devices, making it one of the largest video game publishers in the world.

EA makes money through game sales, in-game purchases (like player packs and cosmetic items), and subscriptions via its EA Play service. The company operates globally, with a large share of revenue coming from North America and Europe. Its sports licenses — exclusive deals with the NFL, FIFA, and other leagues — give it a competitive edge that rivals cannot easily copy. The biggest risk EA faces is player spending shifting away from its live-service games, since a large portion of revenue now depends on ongoing in-game purchases rather than one-time game sales.

Winston Score History

Politician Trades

14 trades / 12mo

9 Congressional buys and 5 sells on EA in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+11.1% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+90.7% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$2.8B/ year

↑ Rising (+10% vs prior year)

37.6% of revenue

2.5x the sector average (15%)

Investing heavily in future products and technology

Insider Activity

10.2%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$3.0B cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Company generates more cash than it spends — no dilution risk from fundraising

Heavy R&D investment

Electronic Arts is putting 38% of revenue into R&D and that number is rising. That's 2.5x the sector average. And they're generating enough cash to self-fund it.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Gross Margin

86.2%

Premium pricing power — 86.2% gross margin

Operating Margin

25.8%

Excellent — 25.8% operating margin

ROCE

6.0%

Weak — 6.0% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales YoY

+5.0%

Slow sales growth (+5.0% YoY)

EPS YoY

+8.3%

Earnings growing (+8.3% YoY)

Single-digit earnings growth — steady but not exciting.

EPS Consistency

4/8 quarters

Earnings inconsistent quarter-to-quarter

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Cash Flow

Cash Conversion

212%

Turns 212% of profit into real cash

FCF Margin

26.3%

Converts sales into free cash efficiently (26.3%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

Debt / Equity

0.21

Conservative — low debt load (0.21)

Interest Cover

175.50x

Comfortably covers interest (175.5x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

P/E Ratio (TTM)

48.4x

Expensive — P/E 48.4

P/E over 35. The market is pricing in heavy, sustained growth.

P/E vs Forward

+26.5

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (48.4 → 21.9)

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Dividends

Dividend Yield

0.36%

Small dividend — 0.36% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend Growth

+0.0%

Dividend flat

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