Electronic Arts Inc. (EAIN34) fair value: what the stock is really worth
As of Aug 13, 2026: fair value of Electronic Arts Inc. BRL 199, price BRL 533, upside -62.7%, quality 81 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 29, 2026.
How to read this chart
60‑month range R$278.38 – R$568.66 · fair‑value band R$151.36 – R$244.63 · the R$532.78 price screens above the R$198.56 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 29, 2026.
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Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide.
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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.
Stock analysis
Electronic Arts Inc. (EAIN34) currently trades at R$532.78, while our model-based Fair Value estimate is R$198.56, 62.7% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of R$263.40 per share, and 0 of the 23 models we run sit above the R$532.78 price.
Bear case: the Asset-Based group reads lowest at R$47.19, and 23 of the 23 models stay below the price. Evidence for this calculation is high.
Scenario range: R$151.36 (bear) to R$244.63 (bull), the price of R$532.78 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 81/100 (high quality), in the Communication Services sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Electronic Arts Inc. reported revenue of $7.5B in FY2026 versus $7.0B in FY2022, a compound +1.9%/yr. Reported net income was $887M in FY2026, compounding +3.0%/yr from FY2022.
Key figures
Market cap R$265B (≈ $50.7B) · P/E ratio 58.7 · P/S ratio 6.91 · EPS (TTM) R$9.08 · Dividend yield 0.1% · Net margin 11.8% · Return on equity 13.5% · Return on assets (EBIT) 10.1%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 58 out of 100 (medium confidence).
What moves the price
The share trades about 6% below its 52-week high and 20% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Communication Services peers we cover trades at 44% fair-value upside, at −63%, EAIN34 screens richer than that median.
Fair Value models
Bear R$151.36Fair Value R$198.56Bull R$244.63
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2026 figures (about 6 months old). Earnings retained since then (R$4.24 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.81/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+0.9%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+0.5%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.0%
Start year 2021 (pandemic)
Revenue growth 7 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.2%
’19
’20
’21
’22
’23
’24
’25
’26
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+4.0%
Earnings growth per share plus dividend.
Earnings per share, growth per year+3.9%
Dividend (yield on the price)0.1%
Profit margin 2021 to 2026 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.19% → 15%
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far and less than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+1.5%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+6.1%
Yearly sales growth analysts expect, extended to five years.
After inflation (figures in USD, USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about −0.9% a year for the price and +3.6% for the forecasts.
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Electronic Gaming & Multimedia · 138 stocks
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Electronic Arts Inc. Fair Value". https://www.fairvalue-calculator.com/stock/EAIN34
Frequently asked questions
Is Electronic Arts Inc. (EAIN34) overvalued or undervalued?
As of Sep 29, 2026, our model estimates a fair value of R$198.56 versus the last price from Aug 13, 2026 of R$532.78, about −63% upside (overvalued).
What is the fair value of EAIN34?
Our model-based fair value for Electronic Arts Inc. is R$198.56 (as of Sep 29, 2026), built from audited fundamentals. Last price (from Aug 13, 2026): R$532.78.
What is the quality score of EAIN34?
Electronic Arts Inc. has a Quality Score of 81/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Electronic Arts Inc. (EAIN34)?
Our model-based price target is the fair value of R$198.56 (as of Sep 29, 2026) from 23 valuation models. Cautious scenario R$151.36, optimistic scenario R$244.63. It is a calculation from audited fundamentals, not an analyst target.
What is the Electronic Arts Inc. stock forecast for 2026?
Our models put fair value at R$198.56, about −63% upside versus the last price from Aug 13, 2026 of R$532.78 (overvalued). Cautious scenario R$151.36, optimistic scenario R$244.63. The calculation is refreshed regularly with new filings.
What is the revenue of Electronic Arts Inc. (EAIN34)?
Electronic Arts Inc. reported trailing-twelve-month revenue of about $7.5B (latest available figure, as of Sep 29, 2026).
Does Electronic Arts Inc. pay a dividend?
Electronic Arts Inc. currently shows a dividend yield of about 0.14% relative to its recent price (as of Sep 29, 2026).
What growth is priced into Electronic Arts Inc. (EAIN34)?
For today's price to be fair in a discounted-cash-flow model, Electronic Arts Inc. would have to grow free cash flow by +1.5 % per year for five years (discount rate 11.1 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +6.0 % per year. As of Sep 29, 2026.
What discount rate (WACC) does the fair value of EAIN34 use?
Our models discount Electronic Arts Inc. at 11.1 %: a base by market capitalisation (large), damped by beta 0.64, country premium for Brazil. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Electronic Arts Inc. that is +1.5 % per year a year over ten years, using the same discount rate (11.1 %) and the same formula as our fair value.
How much growth has Electronic Arts Inc. (EAIN34) delivered so far?
Over the past 5 years revenue at Electronic Arts Inc. grew +6.0 % a year. The price currently implies +1.5 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Electronic Arts Inc. (EAIN34) growing?
The median revenue growth in the sector is +3.0 % a year. That is the yardstick for the growth priced into Electronic Arts Inc. (+1.5 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Electronic Arts Inc. (EAIN34)?
The free-cash-flow yield on the price is 9.08 %: that much free cash flow Electronic Arts Inc. produces per unit of market value. When it exceeds the discount rate of our models (11.1 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Electronic Arts Inc. (EAIN34)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Electronic Arts Inc. it is R$198.56 per share (as of Sep 29, 2026), against a price of R$532.78. It is the blended result of 23 valuation models (cash flow, earnings, asset, dividend).
Is Electronic Arts Inc. stock overvalued or undervalued in 2026?
As of Sep 29, 2026, EAIN34 trades above its calculated fair value: price R$532.78, fair value R$198.56, a gap of about −63% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of EAIN34?
No. The price is what the market pays today (R$532.78); the fair value is what the company's own numbers justify (R$198.56). For Electronic Arts Inc. the two are R$334.22 per share apart. That gap is exactly why we show both numbers side by side.
How much is Electronic Arts Inc. worth?
The market values Electronic Arts Inc. at about R$265B (market capitalisation, as of Sep 29, 2026). Per share that is R$532.78; our models calculate a fair value of R$198.56 per share.
What do the bullish and bearish scenarios say about EAIN34?
Our models span a range for Electronic Arts Inc.: cautious scenario R$151.36, base R$198.56, optimistic R$244.63 per share (as of Sep 29, 2026, price R$532.78). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of EAIN34?
Electronic Arts Inc. trades at a price-to-earnings ratio of 58.7 (as of Sep 29, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of R$198.56 is built from several models across several years. Other multiples: PEG 1.3, P/B 7.5, P/S 6.7, EV/EBITDA 33.2.
What is the PEG ratio of EAIN34?
The PEG ratio of Electronic Arts Inc. is 1.26 (P/E divided by earnings growth, as of Sep 29, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Electronic Arts Inc. (EAIN34)?
Balance-sheet figures for Electronic Arts Inc. (as of Sep 29, 2026): return on equity 13.5%, debt of 0.22 per unit of equity. They feed the Quality Score of 81/100, which measures business quality independently of the share price.
How far is EAIN34 from its 52-week high?
Electronic Arts Inc. trades at R$532.78, about 6% below its 52-week high of R$568.66 and 20% above the low of R$445.83 (as of Aug 13, 2026). Distance from the high says nothing about value: that is what the fair value of R$198.56 is for.
Which stocks are comparable to Electronic Arts Inc.?
From the same area (Communication Services) we also value NetEase, Inc, Take-Two Interactive Software, Inc, Roblox Corporation, Zhejiang Century Huatong Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Electronic Arts Inc. stock attractive at the current price?
The data as of Sep 29, 2026: price R$532.78, calculated fair value R$198.56 (−63%), Quality Score 81/100, from 23 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of EAIN34 calculated?
We run Electronic Arts Inc. through 23 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of R$198.56, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. Electronic Arts Inc. itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Electronic Arts Inc. (EAIN34)?
The latest price we hold is from Aug 13, 2026 and stands at R$532.78. Our model-based fair value is R$198.56, about −63% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Electronic Arts Inc. right now?
A high-quality business (quality 81/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety. The price sits above even our optimistic bull case (R$244.63). The favourable scenario is already priced in.
Key figures of Electronic Arts Inc.
How large is the market capitalisation of Electronic Arts Inc. (EAIN34)?
The market capitalisation of Electronic Arts Inc. is R$265B (≈ $50.7B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Electronic Arts Inc. (EAIN34)?
The price-to-sales ratio of Electronic Arts Inc. is 6.91 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Electronic Arts Inc. (EAIN34)?
Earnings per share at Electronic Arts Inc. are R$9.08 (price ÷ EPS = P/E 58.7). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Electronic Arts Inc. (EAIN34)?
The dividend yield of Electronic Arts Inc. is 0.1% (payout 8.4%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Electronic Arts Inc. (EAIN34)?
The net margin of Electronic Arts Inc. is 11.8% (fiscal year 2026). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Electronic Arts Inc. (EAIN34)?
The return on equity (ROE) of Electronic Arts Inc. is 13.5% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Electronic Arts Inc. (EAIN34)?
On an EBIT basis the return on assets of Electronic Arts Inc. is 10.1% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Electronic Arts Inc. (EAIN34)?
The operating margin of Electronic Arts Inc. is 24.0% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Electronic Arts Inc. (EAIN34)?
Revenue at Electronic Arts Inc. is growing +11.9% versus a year earlier (3y avg +0.5%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Electronic Arts Inc. (EAIN34)?
Earnings per share at Electronic Arts Inc. are growing +85.3% versus a year earlier. How much earnings per share grew versus a year earlier.
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