EA · Electronic Arts Inc.
$205.252026-07-21Sector: Communication Services; Industry: Electronic Gaming & Multimedia; Sub-Industry: Interactive Home Entertainment
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$170
-17.3% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($140 · $185) Analysts Range ($118 · $210) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2024.Q4 | $7.6B | — | 33.0% | 19.9% | $2.0B | −$239MM | $1.8B | 6.9% | — | 15.2% | $13.2B | $5.03 | — |
| 2025.Q3 | $7.5B | -1.3% | 33.5% | 28.1% | $1.8B | $399MM | $2.2B | 8.1% | — | 13.4% | $13.6B | $4.43 | — |
| 2025.Q4 | $7.5B | 0.0% | 33.5% | 30.2% | $1.7B | $102MM | $1.9B | 7.2% | — | 12.9% | $13.5B | $4.43 | — |
| 2026.Q3 | $7.5B | 0.9% | 25.4% | 32.5% | $1.3B | $126MM | $1.4B | 7.7% | — | 9.6% | $13.3B | $3.51 | — |
| 2026.Q4 | $7.5B | 0.0% | 25.4% | 24.8% | $1.4B | $25MM | $1.5B | 7.0% | — | 10.7% | $13.5B | $3.51 | 27.1 |
| italics below = DCF projection · 10yr Rev CAGR: 7.4% |
| 2027.Q4 | $8.3B | +9.9% | 23.5% | 24.4% | $1.5B | −$1.4B | $107MM | 7.1% | $100MM | 10.4% | $14.8B | $3.53 | 58.1 |
| 2028.Q4 | $8.7B | +5.4% | 24.3% | 23.9% | $1.6B | −$830MM | $784MM | 7.3% | $682MM | 10.6% | $15.7B | $3.88 | 52.9 |
| 2029.Q4 | $9.2B | +5.2% | 22.5% | 23.4% | $1.6B | −$865MM | $721MM | 7.4% | $584MM | 9.8% | $16.5B | $3.81 | 53.9 |
| 2030.Q4 | $11.0B | +20.1% | 22.5% | 22.9% | $1.9B | −$3.6B | −$1.6B | 7.6% | −$1.2B | 10.5% | $20.1B | $4.60 | 44.6 |
| 2031.Q4 | $12.4B | +12.8% | 22.5% | 22.4% | $2.2B | −$2.8B | −$604MM | 7.7% | −$422MM | 10.1% | $22.9B | $5.22 | 39.3 |
|
| Term. Yr+ | $16.1B | 4.1% | 31.1% | 20.0% | $4.0B | −$1.3B | $2.7B | 8.6% | $28.8B | 13.1% | — | — | — |
Active scenario IV: $170 (-17.3% vs market)