Electronic Arts Inc. (EA)
Electronic Arts develops and publishes video games including its EA Sports franchises, Battlefield, and The Sims.
EA vs TTWO: how the two businesses compare
- Bigger business: EA, with $7.5B of yearly revenue, about 1.1× TTWO's $6.7B.
- More profitable: EA keeps 12 cents of each sales dollar as profit; TTWO lost money over the year.
- More cash from each sale: EA turns 34 cents of each sales dollar into operating cash flow, against 9 cents at TTWO.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Electronic Arts (EA) is the larger business by reported revenue: $7.5B in its fiscal year ended Mar 2026, about 1.1× TTWO's $6.7B (fiscal year ended Mar 2026). EA's net margin was 11.8% and TTWO's -4.5%. Both file with the SEC under the same industry code, SIC 7372 (Services-Prepackaged Software).
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Communication Services
- Prepackaged Software
- Same classification
- March 31
- Same calendar
- Jul 28, 2026
EA vs TTWO: quick comparison
| Company fact | EA | TTWO |
|---|---|---|
| Company | Electronic Arts Inc. | Take-Two Interactive Software, Inc. |
| Exchange | NASDAQ | NASDAQ |
| SEC industry | Services-Prepackaged Software | Services-Prepackaged Software |
| Fiscal year-end | March 31 | March 31 |
| Latest annual filing | 10-K/A · 2026-07-28 | 10-K · 2026-05-22 |
EA vs TTWO: audited financials
- Scale: EA's $7.5B of revenue is about 1.1× TTWO's $6.7B.
- Net margin: EA kept 11.8% of revenue as net income versus -4.5% at TTWO.
- Cash conversion: operating cash flow equalled EA 33.9% of revenue, or 2.88× net income; TTWO 9.4% of revenue. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: both fiscal years end on 2026-03-31, so these annual figures cover the same months.
| Metric | EA | TTWO |
|---|---|---|
| Revenue | $7.5B2025-04-01 to 2026-03-31 · SEC filing | $6.7B2025-04-01 to 2026-03-31 · SEC filing |
| Net income | $887M2025-04-01 to 2026-03-31 · SEC filing | −$298M2025-04-01 to 2026-03-31 · SEC filing |
| Operating cash flow | $2.6B2025-04-01 to 2026-03-31 · SEC filing | $624M2025-04-01 to 2026-03-31 · SEC filing |
| Diluted EPS | $3.512025-04-01 to 2026-03-31 · SEC filing | −$1.622025-04-01 to 2026-03-31 · SEC filing |
| Net margin | 11.8%2025-04-01 to 2026-03-31 · SEC filing | -4.5%2025-04-01 to 2026-03-31 · SEC filing |
EA: FY ending 2026-03-31 · TTWO: FY ending 2026-03-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where EA and TTWO overlap, and where they don't
Overlap
- Same SEC industry: both report under SIC 7372, Services-Prepackaged Software.
- Same fiscal calendar: both fiscal years end March 31.
Differences
- Profitability: net margin of 11.8% for EA versus -4.5% for TTWO.
- TTWO reported a net loss of $298M in its fiscal year ended Mar 2026.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Take-Two Interactive Software, Inc. (TTWO)
Take-Two Interactive publishes blockbuster video games including Grand Theft Auto, NBA 2K, and titles from Zynga.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves EA
We have not yet published a company-specific driver list for EA. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K/A filed 2026-07-28.
What moves TTWO
We have not yet published a company-specific driver list for TTWO. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-05-22.
The investment question
You now know EA reports about 1.1× TTWO's revenue, and EA keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about the services-prepackaged software cycle, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. Both fiscal years end March 31, so annual reports line up, but check segment definitions before comparing growth or margins.
The current verified House and Senate snapshot contains 9 matched transaction rows for EA and 12 matched transaction rows for TTWO. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
EA primary filings
TTWO primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
EA vs TTWO FAQs
Are EA and TTWO direct competitors?
Electronic Arts and Take-Two Interactive Software share the SEC industry classification “Services-Prepackaged Software.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Is EA or TTWO the bigger company by revenue?
Electronic Arts (EA) is the larger business by reported revenue: $7.5B in its fiscal year ended Mar 2026, about 1.1× TTWO's $6.7B (fiscal year ended Mar 2026). EA's net margin was 11.8% and TTWO's -4.5%. Both file with the SEC under the same industry code, SIC 7372 (Services-Prepackaged Software). Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, EA or TTWO?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this EA vs TTWO comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Electronic Arts Inc. and Take-Two Interactive Software, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
EA vs TTWO compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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