Electronic Arts (EA)
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-09-04
$209.700.00%
Close 2026-08-10 · 1-day change
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-09-04
QuarterlyIQ Insights · EA
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $210, EA's earnings are too small for P/E to mean much; on sales it trades at 6.8× p/s (5.4× the 1.3× p/s peer median, and 1.0× even its own history). At a normal multiple the price implies ~201% near-term growth vs our ~6% forecast. That gap is an optionality premium a financial-multiple model can't price — our $70 fair value covers only the as-is business, low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $179.93 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $246.67 | — | — | Hist. CAGR | high |
| graham number | 12M | $37.56 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $32.43 | 5.2 | 5.62 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Only expensive valuation — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 54% over what the business is worth with no growth; closing that gap needs roughly 15.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $5.17/sh owner earnings.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $107.45 |
| 13.2 |
| 8.11 |
| TTM |
| high |
| Peer P/E | 12M | $114.22 | 12.7 | 9.02 | ntm analyst | high |
| Peer P/S | 12M | $39.07 | 1.3 | 30.89 | TTM | high |
| residual income | 12M | $29.76 | — | — | TTM | high |
| triangulated | 12M | $42.37 | 17.4 | 2.43 | Triangulated | high |
| Peer P/FCF | 3Y | $123.38 | 13.2 | 9.31 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $103.85 | 12.7 | 8.20 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $37.22 | 1.3 | 29.42 | guidance | medium |
| Peer P/FCF | 5Y | $135.29 | 13.2 | 10.21 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $84.44 | 12.7 | 6.67 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $30.26 | 1.3 | 23.93 | guidance | medium |