Electronic Arts Inc. (EA)

Services-Prepackaged Software

Latest Price

$209.70

TTM P/E

49.00

Normalized P/E

55.62

Div Yield

0.27%

Book Value

28.09

P/B Ratio

7.46

Valuation metrics

EPS: $3.51

Book value / share: $26.95

Formula: √(22.5 × EPS × BVPS)

Graham Number

$46.13

78% downside

Norm. op. income: $1.3B (median of 7yr)

Tax rate: 26%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$50.72

76% downside

Base FCF: $1.9B (median of recent 5yr)

Growth: 2%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$111.75

47% downside

EPS: $3.51

Target P/E: 56×

Formula: EPS × P/E

P/E Fair Value

$196.56

6% downside

81.3% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	25.00M	$5.13B	9.92%	-103.3K	2026-06-30
Vanguard Capital Management LLC	15.57M	$3.19B	6.18%	+89.1K	2026-06-30
State Street Corp	14.05M	$2.88B	5.57%	-95.3K	2026-06-30
Vanguard Portfolio Management LLC	11.38M	$2.33B	4.52%	+270.9K	2026-06-30
Invesco Ltd.	8.88M	$1.82B	3.52%	+5.57M	2026-06-30
Farallon Capital Management, L.L.C.	7.92M	$1.62B	3.14%	--	2026-06-30
Geode Capital Management, LLC	7.55M	$1.54B	3.00%	+31.4K	2026-06-30
Citadel Advisors LLC	6.09M	$1.25B	2.42%	+3.06M	2026-06-30
UBS Group AG	4.43M	$908.0M	1.76%	-2.20M	2026-06-30
Millennium Management LLC	4.40M	$902.0M	1.75%	-347.5K	2026-06-30