Electronic Arts Inc (EA)vsMeta Platforms Inc. (META)
EA
Electronic Arts Inc
$209.70
-0.10%
COMMUNICATION SERVICES · Cap: $52.92B
META
Meta Platforms Inc.
$648.03
+0.57%
COMMUNICATION SERVICES · Cap: $1.65T
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 2809% more annual revenue ($228.25B vs $7.85B). META leads profitability with a 29.8% profit margin vs 13.8%. META appears more attractively valued with a PEG of 0.85. META earns a higher WallStSmart Score of 71/100 (B).
EA
Strong Buy67
out of 100
Grade: B-
META
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.5%
Fair Value
$112.02
Current Price
$209.70
$97.68 premium
Margin of Safety
+31.3%
Fair Value
$943.81
Current Price
$648.03
$295.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 97.5% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 25.8%
18.9% revenue growth
Mega-cap, among the largest globally
Strong operational efficiency at 34.8%
Every $100 of equity generates 26 in profit
Keeps 30 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 28.0% year-over-year
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Weak financial health signals
Earnings declined 13.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : EA
The strongest argument for EA centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 18.9% demonstrates continued momentum. PEG of 1.30 suggests the stock is reasonably priced for its growth.
Bull Case : META
The strongest argument for META centers on Market Cap, Operating Margin, Return on Equity. Profitability is solid with margins at 29.8% and operating margin at 34.8%. Revenue growth of 28.0% demonstrates continued momentum.
Bear Case : EA
The primary concerns for EA are Piotroski F-Score, P/E Ratio, Free Cash Flow. A P/E of 59.9x leaves little room for execution misses.
Bear Case : META
The primary concerns for META are Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
META carries more volatility with a beta of 1.24 — expect wider price swings.
META is growing revenue faster at 28.0% — sustainability is the question.
META generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.
Bottom Line
META scores higher overall (71/100 vs 67/100), backed by strong 29.8% margins and 28.0% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Electronic Arts Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. It is the second-largest gaming company in the Americas and Europe by revenue and market capitalization after Activision Blizzard and ahead of Take-Two Interactive, and Ubisoft as of May 2020.
Visit Website →Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
Visit Website →Compare with Other ELECTRONIC GAMING & MULTIMEDIA Stocks
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