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Side-by-side financial comparison of BNY Mellon (BK) and Electronic Arts (EA). Click either name above to swap in a different company.

Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.3B, roughly 1.4× BNY Mellon). BNY Mellon runs the higher net margin — 108.5% vs 4.6%, a 103.9% gap on every dollar of revenue. On growth, BNY Mellon posted the faster year-over-year revenue change (12.7% vs 1.0%). Over the past eight quarters, BNY Mellon's revenue compounded faster (13.8% CAGR vs 3.4%).

The Bank of New York Mellon Corporation, commonly known as BNY or by its prior brand name BNY Mellon, is an American international financial services company headquartered in New York City. It was established in its current form in July 2007 by the merger of the Bank of New York and Mellon Financial Corporation.

Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".

BK vs EA — Head-to-Head

Bigger by revenue
EA
EA
1.4× larger
EA
$1.9B
$1.3B
BK
Growing faster (revenue YoY)
BK
BK
+11.8% gap
BK
12.7%
1.0%
EA
Higher net margin
BK
BK
103.9% more per $
BK
108.5%
4.6%
EA
Faster 2-yr revenue CAGR
BK
BK
Annualised
BK
13.8%
3.4%
EA

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
BK
BK
EA
EA
Revenue
$1.3B
$1.9B
Net Profit
$1.5B
$88.0M
Gross Margin
73.8%
Operating Margin
6.7%
Net Margin
108.5%
4.6%
Revenue YoY
12.7%
1.0%
Net Profit YoY
26.5%
-70.0%
EPS (diluted)
$2.01
$0.35

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BK
BK
EA
EA
Q4 25
$1.3B
$1.9B
Q3 25
$1.2B
$1.8B
Q2 25
$1.2B
$1.7B
Q1 25
$1.2B
$1.9B
Q4 24
$1.2B
$1.9B
Q3 24
$1.0B
$2.0B
Q2 24
$1.0B
$1.7B
Q1 24
$1.0B
$1.8B
Net Profit
BK
BK
EA
EA
Q4 25
$1.5B
$88.0M
Q3 25
$1.4B
$137.0M
Q2 25
$1.4B
$201.0M
Q1 25
$1.2B
$254.0M
Q4 24
$1.2B
$293.0M
Q3 24
$1.2B
$294.0M
Q2 24
$1.2B
$280.0M
Q1 24
$1.0B
$182.0M
Gross Margin
BK
BK
EA
EA
Q4 25
73.8%
Q3 25
75.9%
Q2 25
83.3%
Q1 25
80.6%
Q4 24
75.8%
Q3 24
77.5%
Q2 24
84.2%
Q1 24
79.9%
Operating Margin
BK
BK
EA
EA
Q4 25
6.7%
Q3 25
10.9%
Q2 25
16.2%
Q1 25
20.8%
Q4 24
20.0%
Q3 24
19.0%
Q2 24
21.9%
Q1 24
13.2%
Net Margin
BK
BK
EA
EA
Q4 25
108.5%
4.6%
Q3 25
116.9%
7.4%
Q2 25
118.3%
12.0%
Q1 25
105.3%
13.4%
Q4 24
96.7%
15.6%
Q3 24
112.8%
14.5%
Q2 24
113.4%
16.9%
Q1 24
98.6%
10.2%
EPS (diluted)
BK
BK
EA
EA
Q4 25
$2.01
$0.35
Q3 25
$1.88
$0.54
Q2 25
$1.93
$0.79
Q1 25
$1.58
$0.99
Q4 24
$1.53
$1.11
Q3 24
$1.50
$1.11
Q2 24
$1.52
$1.04
Q1 24
$1.25
$0.67

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BK
BK
EA
EA
Cash + ST InvestmentsLiquidity on hand
$5.1B
$2.8B
Total DebtLower is stronger
$31.9B
Stockholders' EquityBook value
$44.3B
$6.2B
Total Assets
$472.3B
$13.3B
Debt / EquityLower = less leverage
0.72×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BK
BK
EA
EA
Q4 25
$5.1B
$2.8B
Q3 25
$5.1B
$1.1B
Q2 25
$5.7B
$1.5B
Q1 25
$5.4B
$2.1B
Q4 24
$4.2B
$2.8B
Q3 24
$6.2B
$2.2B
Q2 24
$5.3B
$2.4B
Q1 24
$5.3B
$2.9B
Total Debt
BK
BK
EA
EA
Q4 25
$31.9B
Q3 25
$32.3B
Q2 25
$33.4B
Q1 25
$30.9B
Q4 24
$30.9B
Q3 24
$33.2B
Q2 24
$30.9B
Q1 24
$32.4B
Stockholders' Equity
BK
BK
EA
EA
Q4 25
$44.3B
$6.2B
Q3 25
$43.9B
$6.0B
Q2 25
$44.0B
$6.1B
Q1 25
$43.1B
$6.4B
Q4 24
$41.3B
$7.4B
Q3 24
$42.0B
$7.4B
Q2 24
$40.8B
$7.4B
Q1 24
$40.6B
$7.5B
Total Assets
BK
BK
EA
EA
Q4 25
$472.3B
$13.3B
Q3 25
$455.3B
$11.9B
Q2 25
$485.8B
$11.7B
Q1 25
$440.7B
$12.4B
Q4 24
$416.1B
$13.5B
Q3 24
$427.5B
$13.1B
Q2 24
$428.5B
$12.7B
Q1 24
$434.7B
$13.4B
Debt / Equity
BK
BK
EA
EA
Q4 25
0.72×
Q3 25
0.74×
Q2 25
0.76×
Q1 25
0.72×
Q4 24
0.75×
Q3 24
0.79×
Q2 24
0.76×
Q1 24
0.80×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BK
BK
EA
EA
Operating Cash FlowLast quarter
$5.2B
$1.8B
Free Cash FlowOCF − Capex
$4.7B
FCF MarginFCF / Revenue
352.8%
Capex IntensityCapex / Revenue
32.4%
Cash ConversionOCF / Net Profit
3.55×
20.75×
TTM Free Cash FlowTrailing 4 quarters
$5.2B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BK
BK
EA
EA
Q4 25
$5.2B
$1.8B
Q3 25
$-1.1B
$130.0M
Q2 25
$2.2B
$17.0M
Q1 25
$412.0M
$549.0M
Q4 24
$1.6B
$1.2B
Q3 24
$-312.0M
$234.0M
Q2 24
$2.1B
$120.0M
Q1 24
$-2.7B
$580.0M
Free Cash Flow
BK
BK
EA
EA
Q4 25
$4.7B
Q3 25
$-1.5B
Q2 25
$1.8B
Q1 25
$92.0M
Q4 24
$1.1B
Q3 24
$-687.0M
Q2 24
$1.7B
Q1 24
$-3.0B
FCF Margin
BK
BK
EA
EA
Q4 25
352.8%
Q3 25
-121.5%
Q2 25
152.8%
Q1 25
7.9%
Q4 24
95.2%
Q3 24
-65.6%
Q2 24
169.6%
Q1 24
-286.4%
Capex Intensity
BK
BK
EA
EA
Q4 25
32.4%
Q3 25
35.4%
Q2 25
29.8%
Q1 25
27.6%
Q4 24
34.6%
Q3 24
35.8%
Q2 24
37.1%
Q1 24
28.7%
Cash Conversion
BK
BK
EA
EA
Q4 25
3.55×
20.75×
Q3 25
-0.74×
0.95×
Q2 25
1.54×
0.08×
Q1 25
0.34×
2.16×
Q4 24
1.34×
4.01×
Q3 24
-0.26×
0.80×
Q2 24
1.82×
0.43×
Q1 24
-2.61×
3.19×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BK
BK

Segment breakdown not available.

EA
EA

Live Services And Other Net Revenue$1.3B67%
PC And Other Net Revenue$465.0M24%
Packaged Goods Net Revenue$86.0M5%
Other$56.0M3%
Estimated Service Offering Period$25.0M1%

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