Electronic Arts Inc.

Electronic Arts develops, markets, publishes and distributes games, content and services that can be played and watched on a variety of platforms, including game consoles, personal computers, and mobile phones. The company markets and sells its games and services through digital distribution channels and through retail channels. Digitally, the company's console games and services can be purchased through third-party storefronts. In its games and services, the company utilizes brands that it either wholly own or license from others. The company develops and publishes games and services across genres. Within and alongside its games, the company provides live services, including in-game purchases, downloadable content, and esports.
  • TickerEA
  • ISINUS2855121099
  • ExchangeNASDAQ Stock Market
  • SectorLeisure Goods
  • CountryUnited States
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Valens Research
  • Valens Research
EA Electronic Arts... (Personal & Household Goods)

EA - Embedded Expectations Analysis - 2021 07 29

Electronic Arts Inc. (EA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 29.7x Uniform P/E. At these levels, the market has expectations for profitability to remain stable, but management may be concerned about growth opportunities, their franchise acquisitions, and further expansion into the mobile segment. Specifically, management may lack confidence in their ability to further innovate for FIFA Ultimate Team, increase investments in their larger franchises, and capitalize on major brand growth opportunities, particularly in the sports and m...

Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Valens Research
  • Valens Research
EA Electronic Arts... (Personal & Household Goods)

EA - Embedded Expectations Analysis - 2021 07 29

Electronic Arts Inc. (EA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 29.7x Uniform P/E. At these levels, the market has expectations for profitability to remain stable, but management may be concerned about growth opportunities, their franchise acquisitions, and further expansion into the mobile segment. Specifically, management may lack confidence in their ability to further innovate for FIFA Ultimate Team, increase investments in their larger franchises, and capitalize on major brand growth opportunities, particularly in the sports and m...

Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Valens Research
  • Valens Research
EA Electronic Arts... (Personal & Household Goods)

EA - Embedded Expectations Analysis - 2021 07 29

Electronic Arts Inc. (EA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 29.7x Uniform P/E. At these levels, the market has expectations for profitability to remain stable, but management may be concerned about growth opportunities, their franchise acquisitions, and further expansion into the mobile segment. Specifically, management may lack confidence in their ability to further innovate for FIFA Ultimate Team, increase investments in their larger franchises, and capitalize on major brand growth opportunities, particularly in the sports and m...

Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Valens Research
  • Valens Research
EA Electronic Arts... (Personal & Household Goods)

EA - Embedded Expectations Analysis - 2021 07 29

Electronic Arts Inc. (EA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 29.7x Uniform P/E. At these levels, the market has expectations for profitability to remain stable, but management may be concerned about growth opportunities, their franchise acquisitions, and further expansion into the mobile segment. Specifically, management may lack confidence in their ability to further innovate for FIFA Ultimate Team, increase investments in their larger franchises, and capitalize on major brand growth opportunities, particularly in the sports and m...

Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Valens Research
  • Valens Research
EA Electronic Arts... (Personal & Household Goods)

EA - Embedded Expectations Analysis - 2021 07 29

Electronic Arts Inc. (EA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 29.7x Uniform P/E. At these levels, the market has expectations for profitability to remain stable, but management may be concerned about growth opportunities, their franchise acquisitions, and further expansion into the mobile segment. Specifically, management may lack confidence in their ability to further innovate for FIFA Ultimate Team, increase investments in their larger franchises, and capitalize on major brand growth opportunities, particularly in the sports and m...

Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair
Valens Research
  • Valens Research
EA Electronic Arts... (Personal & Household Goods)

EA - Embedded Expectations Analysis - 2021 07 29

Electronic Arts Inc. (EA:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 29.7x Uniform P/E. At these levels, the market has expectations for profitability to remain stable, but management may be concerned about growth opportunities, their franchise acquisitions, and further expansion into the mobile segment. Specifically, management may lack confidence in their ability to further innovate for FIFA Ultimate Team, increase investments in their larger franchises, and capitalize on major brand growth opportunities, particularly in the sports and m...

Michael Pachter ... (+3)
  • Michael Pachter
  • Nick McKay
  • Junaid Zubair

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