CHARGED ALPHA
Stock Analysis
EA Communication Latest YouTube: Q4 FY2026

Electronic Arts

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

EA Stock: Revenue Misses by 9% — Q4 FY2026 Earnings Analysis

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q4 FY2026
Podcast available
Yes
Current price
$204.89
-0.84 (-0.41%)
Trailing / Forward P/E
58.37x
Forward: 21.43x
Market cap / Volume
Volume:
Revenue / Earnings Growth
11.9%
Earnings: 85.3%
Margins
24.0% op
Gross: 79.0% · Net: 11.8%
Balance sheet
1.05x current
Debt / Equity: 27.4
52-week range / Beta
$146.97 - $206.01
Beta: 0.64
Analyst target
$205.79
Upside: 0.4%
Cash / shareholder return
4.32% FCF yield
Dividend yield: 0.37%

Company context

Industry: Electronic Gaming & Multimedia
Country: United States
Employees:
Price to book: 7.59x
Return on equity: 13.5%
Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. It develops and publishes games and experiences across diverse genres, such as sports, racing, first-person shooter, action, role-playing, and simulation; and live services offerings, including extra content and subscription offerings through its global football and American football franchises, such as EA SPORTS College Football and EA SPORTS Madden NFL, as well as based on its IP comprising The Sims, Apex Legends, and Battlefield. The company markets and sells its games and services through digital distribution and retail channels; and directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.

Price chart

Market context for EA

Competitive view

EA vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Electronic Arts latest YouTube video thumbnail YouTube
Electronic Arts
EA
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Netflix latest YouTube video thumbnail YouTube
Netflix
NFLX
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Verizon Communications latest YouTube video thumbnail YouTube
Verizon Communications
VZ
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
EA
$51.38B
Electronic Arts
NFLX
$318.29B
Netflix
VZ
$177.25B
Verizon Communications
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
EA
58.4x
Electronic Arts
NFLX
24.4x
Netflix
VZ
10.3x
Verizon Communications
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
EA
21.4x
Electronic Arts
NFLX
19.7x
Netflix
VZ
8.1x
Verizon Communications
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
EA
11.9%
Electronic Arts
NFLX
16.2%
Netflix
VZ
2.9%
Verizon Communications
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
EA
85.3%
Electronic Arts
NFLX
86.4%
Netflix
VZ
4.3%
Verizon Communications
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
EA
24.0%
Electronic Arts
NFLX
32.3%
Netflix
VZ
25.2%
Verizon Communications
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
EA
79.0%
Electronic Arts
NFLX
49.0%
Netflix
VZ
58.9%
Verizon Communications
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
EA
11.8%
Electronic Arts
NFLX
28.5%
Netflix
VZ
12.5%
Verizon Communications
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
EA
13.5%
Electronic Arts
NFLX
48.5%
Netflix
VZ
17.2%
Verizon Communications
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
EA
4.3%
Electronic Arts
NFLX
8.2%
Netflix
VZ
11.1%
Verizon Communications
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
EA
27.41x
Electronic Arts
NFLX
53.79x
Netflix
VZ
192.04x
Verizon Communications
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
EA
1.05x
Electronic Arts
NFLX
1.41x
Netflix
VZ
0.64x
Verizon Communications
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
EA
0.64
Electronic Arts
NFLX
1.52
Netflix
VZ
0.24
Verizon Communications
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
EA
0.4%
Electronic Arts
NFLX
Netflix
VZ
6.5%
Verizon Communications
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
EA
0.4%
Electronic Arts
NFLX
50.4%
Netflix
VZ
22.3%
Verizon Communications

Episode timeline

Episode archive for EA

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
Published youtube podcast complete
EA Stock: Revenue Misses by 9% — Q4 FY2026 Earnings Analysis
Quarterly earnings-analysis entry for Electronic Arts. Use the links on the right to open the video or podcast episode.