Electronic Arts Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Electronic Arts Inc (EA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Electronic Arts Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 7,846M vs 461,134M combined for its competitors (1.7% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (+1.2% annualized vs trailing 12 months), vs accelerating (+3.3%) for its tracked peer group.
- Growth: Electronic Arts Inc generated 18.9% revenue growth year over year in Q1 2026, vs 11.6% for its competitors combined.
- Profitability: Its 20.0% net margin compares with 32.3% for the peer group.
- Peer revenue share: Electronic Arts Inc accounted for 1.6% of combined revenue among its tracked peer group, up from 1.5% a year earlier.
- Peer differentiation: Revenue per employee of $0.54M compares with $1.00M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
EA Sales vs. its Competitors, Q1 2026
Electronic Arts Inc reported revenue growth of 18.85 % year on year in Q1 2026, above its competitors' combined revenue growth of 11.55 %.
With a net margin of 19.99 %, Electronic Arts Inc reported lower profitability than its competitors (32.30 %).
Electronic Arts Inc generated 1.64 % of the combined sales of its peer group, up from 1.54 % a year earlier.
API endpoints for this dataset
Electronic Arts Inc vs. its Competitors, Q1 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Electronic Arts Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Electronic Arts Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Electronic Arts Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (13) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Electronic Arts Inc's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.7% year over year, combined, vs 18.9% for Electronic Arts Inc. Electronic Arts Inc's share of combined industry revenue moved from 0.60% to 0.61%, a gain of 0.01 percentage points.
Electronic Arts Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Electronic Arts Inc | Yes | Yes | No | No |
| Competitors combined (16) | ||||
| High-Confidence Competitors (16) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
EA Stock Performance relative to its Competitors
EA Stock Performance relative to High-Confidence Competitors
EA Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Playstudios Inc | 282.9% | Outperformed |
| 2 | Gamesquare Holdings Inc | 282.9% | Outperformed |
| 3 | Snail Inc | 282.9% | Outperformed |
| 4 | Motorsport Games Inc | 282.9% | Outperformed |
| 5 | Gamestop Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Electronic Arts Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Electronic Arts Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Electronic Arts Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Electronic Arts Inc |
53,263.80 | 7,846.00 |
 Microsoft Corporation |
3,950,922.06 | 346,445.00 |
 Walt Disney Co |
203,495.25 | 98,861.00 |
 Netease Inc |
83,318.52 | 15,670.59 |
 Take two Interactive Software Inc |
40,008.79 | 6,686.60 |
 Roblox Corporation |
35,288.49 | 5,851.70 |
| SUBTOTAL | 4,413,480.08 | 505,871.42 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Electronic Arts Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Electronic Arts Inc's Competitors Named by the Company
Competitive relationships identified from Electronic Arts Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Playstudios Inc | Company report | 85% |
| Playtika Holding Corp | Company report | 85% |
| Motorsport Games Inc | Company report | 85% |
| Snail Inc | Company report | 85% |
| Take Two Interactive | Company report | 85% |
| Doubledown Interactive Co Ltd | Company report | 85% |
| All In Futuretech Alliance Inc | Company report | 85% |
| Brag House Holdings, Inc. | Company report | 85% |
| Webtoon Entertainment Inc | Company report | 85% |
| Zynga | Company report | 85% |
| Alphabet Inc. | Company report | 85% |
| Netflix, Inc. | Company report | 85% |
| Meta Platforms, Inc. | Company report | 85% |
| Amazon.com, Inc. | Company report | 85% |
| Activision Blizzard | Company report | 85% |
| Microsoft | Company report | 85% |
| ebook | Company report | 85% |
| Roblox Corporation | Company report | 85% |
| Netease Inc | Company report | 85% |
| Gamer Pakistan Inc | Company report | 85% |
| Gamesquare Holdings Inc | Company report | 85% |
| Gamestop Corp | Company report | 85% |
Company report basis, confidence, active dates and source counts for Electronic Arts Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Electronic Arts Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Microsoft Corporation | Agents and Infra 83.22 % |
| Fox Corporation | Television 59.35 % |
| Gamestop Corp | United States 70.96 % |
| Playstudios Inc | Play Games 98.96 % |
| Gamesquare Holdings Inc | Agency Revenue 65.69 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Electronic Arts Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Electronic Arts Inc | 53,264 | 541,103 | 74,690 |
| Microsoft Corporation | 3,950,922 | 1,553,565 | 639,601 |
| Walt Disney Co | 203,495 | 427,970 | 39,983 |
| Netease Inc | 83,319 | 1,741,176,143 | 552,890,667 |
| Take two Interactive Software Inc | 40,009 | 540,506 | -25,899 |
| Roblox Corporation | 35,288 | 1,909,200 | -319,121 |
| PEERS TOTAL | 4,360,216 | 997,407 | 316,233 |
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Electronic Arts Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Microsoft Corporation | US 53.60 % |
| Take two Interactive Software Inc | United States 59.98 % |
| Playtika Holding Corp | United States 59.54 % |
| Playstudios Inc | United States 81.55 % |
| Gamesquare Holdings Inc | US 58.03 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Electronic Arts Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 229 companies in Electronic Arts Inc's industry classification, broader than the peer set above. Market cap in millions of $.Electronic Arts Inc ranks #0 of 229 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,855, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Microsoft Corporation | 3,954,636 | 52.39 % |
| 2 | Palantir Technologies Inc | 411,967 | 5.46 % |
| 3 | Oracle Corporation | 338,315 | 4.48 % |
| 4 | Sap Se | 307,220 | 4.07 % |
| 5 | Crowdstrike Holdings Inc | 1,234 | 5.2% |
| 6 | Shopify Inc | 1,234 | 5.2% |
| 7 | Full Truck Alliance Co Ltd | 1,234 | 5.2% |
| 8 | Salesforce Inc | 1,234 | 5.2% |
| 9 | Servicenow Inc | 1,234 | 5.2% |
| 10 | Snowflake Inc | 1,234 | 5.2% |
| 0 | Electronic Arts Inc | 53,054 | 0.00 % |
Market cap and industry share for the rest of Electronic Arts Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-08-10.
Electronic Arts Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (442 companies). See the full Software & Programming industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.80 % | 50.50 % (avg) | -49.7 pp |
| Operating Margin | 0.19 % | industry median | +0.1 pp |
| EBITDA Margin | 0.27 % | 1.87 % (avg) | -1.6 pp |
| Capital Intensity (Capex / Revenue) | 2.98 % | 5.22 % (avg) | -2.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Electronic Arts Inc's Valuation vs Competitive Position
Valuation multiples vs the Software & Programming industry average (442 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Software & Programming industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 47.4x | 40.4x | +7.0x |
| EV / EBITDA | 27.6x | 20.3x | +7.3x |
| P/B | 7.8x | 5.5x | +2.3x |
| Return on Equity | 0.17 % | industry aggregate | -24.99 % |
| Return on Invested Capital | 0.18 % | -3.23 % (avg) | 3.41 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Electronic Arts Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 3.91 % | 1.78 % | 5.23 % | 14.85 % | 13.28 % | 3.80 % | -4.05 % | -0.56 % |
| Operating Margin | 29.34 % | 23.01 % | 22.43 % | 14.42 % | 20.63 % | 19.05 % | 18.50 % | 13.59 % |
| Return on Invested Capital | 13.23 % | 8.46 % | 7.52 % | 5.10 % | 8.23 % | 8.03 % | 7.48 % | 6.35 % |
| P/E | 18.8x | 11.0x | 33.0x | 59.6x | 34.1x | 33.3x | 39.2x | 76.5x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Electronic Arts Inc's Strategic Group Map
Electronic Arts Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Electronic Arts Inc's trailing-12-month revenue growth of 5.0% and operating margin of 0.2% compares with an average of 5.4% growth and 1.7% margin across its 8 closest peers by combined growth, margin and ROIC -- Electronic Arts Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Electronic Arts Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,855 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.98 % vs industry average 5.22 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Electronic Arts Inc's dedicated Suppliers and Customers pages, not here.
Electronic Arts Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Electronic Arts Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Electronic Arts Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 25.0 points below the industry aggregate.
Opportunities
- Industry revenue growing at a healthy 11.3% median pace.
Threats
- Industry dominated by Microsoft Corporation, holding 52.39 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Electronic Arts Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Electronic Arts Inc | 0.26 | 1.00 | 0.26 |
| Microsoft Corporation | 0.16 | 1.27 | 0.10 |
| Walt Disney Co | 0.16 | 0.70 | 0.38 |
| Netease Inc | 0.90 | 3.45 | 0.04 |
| Take two Interactive Software Inc | 0.51 | 1.04 | 0.88 |
| Roblox Corporation | 0.20 | 0.86 | 4.54 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Electronic Arts Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Electronic Arts Inc | Q2 2026 | +18.9 % | +97.5 % |
| Microsoft Corporation | Q3 2026 | +18.8 % | +32.0 % |
| Walt Disney Co | Q2 2026 | +6.8 % | -52.1 % |
| Netease Inc | Q4 2025 | +7.1 % | +20.0 % |
| Take two Interactive Software Inc | Q2 2026 | +2.1 % | - |
| Roblox Corporation | Q3 2026 | +15.6 % | - |
| PEERS TOTAL | +15.3 % | +19.5 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Electronic Arts Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Electronic Arts Inc | Q2 2026 | -1.8 % | +5.6 % |
| Microsoft Corporation | Q3 2026 | +23.6 % | +103.0 % |
| Walt Disney Co | Q2 2026 | - | +0.8 % |
| Netease Inc | Q4 2025 | +6.3 % | +10.7 % |
| Take two Interactive Software Inc | Q2 2026 | +16.7 % | -0.4 % |
| Roblox Corporation | Q3 2026 | +7.3 % | -70.1 % |
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Electronic Arts Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Electronic Arts Inc | 8.68% | 11.03% | 16.52% |
| Microsoft Corporation | 20.01% | 23.87% | 34.15% |
| Walt Disney Co | 4.59% | 5.45% | 8.01% |
| Netease Inc | 15.72% | 20.25% | 21.71% |
| Take two Interactive Software Inc | - | - | - |
| Roblox Corporation | - | - | - |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Electronic Arts Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Electronic Arts Inc | 49.11 | 6.79 |
| Microsoft Corporation | 27.71 | 11.40 |
| Walt Disney Co | 24.07 | 2.06 |
| Netease Inc | 17.26 | 5.32 |
| Take two Interactive Software Inc | - | 5.98 |
| Roblox Corporation | - | 6.03 |
| PEERS AVERAGE | 27.76 | 8.72 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.