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Side-by-side financial comparison of Electronic Arts (EA) and eXp World Holdings, Inc. (EXPI). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($2.1B vs $1.2B, roughly 1.8× eXp World Holdings, Inc.). Electronic Arts runs the higher net margin — 21.7% vs -1.1%, a 22.8% gap on every dollar of revenue. On growth, eXp World Holdings, Inc. posted the faster year-over-year revenue change (8.5% vs 1.0%). Electronic Arts produced more free cash flow last quarter ($495.0M vs $11.9M). Over the past eight quarters, Electronic Arts's revenue compounded faster (13.0% CAGR vs 12.4%).
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".
eXp World Holdings, Inc. is a global cloud-based real estate services provider. It operates the eXp Realty brokerage network, leverages immersive virtual 3D campus environments to support agent collaboration and operations, serves residential and commercial real estate markets across over 20 countries, and offers complementary services including mortgage, title insurance and professional development resources for real estate practitioners.
EA vs EXPI — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.2B |
| Net Profit | $461.0M | $-12.9M |
| Gross Margin | 82.8% | — |
| Operating Margin | 26.6% | -1.1% |
| Net Margin | 21.7% | -1.1% |
| Revenue YoY | 1.0% | 8.5% |
| Net Profit YoY | 81.5% | -35.7% |
| EPS (diluted) | $1.81 | $-0.08 |
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.
| Q1 26 | $2.1B | — | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.9B | $954.9M | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.7B | $1.3B |
| Q1 26 | $461.0M | — | ||
| Q4 25 | $88.0M | $-12.9M | ||
| Q3 25 | $137.0M | $3.5M | ||
| Q2 25 | $201.0M | $-2.3M | ||
| Q1 25 | $254.0M | $-11.0M | ||
| Q4 24 | $293.0M | $-9.5M | ||
| Q3 24 | $294.0M | $-8.5M | ||
| Q2 24 | $280.0M | $12.4M |
| Q1 26 | 82.8% | — | ||
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | 99.9% | ||
| Q2 24 | 84.2% | 99.9% |
| Q1 26 | 26.6% | — | ||
| Q4 25 | 6.7% | -1.1% | ||
| Q3 25 | 10.9% | 0.3% | ||
| Q2 25 | 16.2% | -0.2% | ||
| Q1 25 | 20.8% | -1.1% | ||
| Q4 24 | 20.0% | -1.0% | ||
| Q3 24 | 19.0% | -0.7% | ||
| Q2 24 | 21.9% | 1.4% |
| Q1 26 | 21.7% | — | ||
| Q4 25 | 4.6% | -1.1% | ||
| Q3 25 | 7.4% | 0.3% | ||
| Q2 25 | 12.0% | -0.2% | ||
| Q1 25 | 13.4% | -1.2% | ||
| Q4 24 | 15.6% | -0.9% | ||
| Q3 24 | 14.5% | -0.7% | ||
| Q2 24 | 16.9% | 1.0% |
| Q1 26 | $1.81 | — | ||
| Q4 25 | $0.35 | $-0.08 | ||
| Q3 25 | $0.54 | $0.02 | ||
| Q2 25 | $0.79 | $-0.01 | ||
| Q1 25 | $0.99 | $-0.07 | ||
| Q4 24 | $1.11 | $-0.06 | ||
| Q3 24 | $1.11 | $-0.06 | ||
| Q2 24 | $1.04 | $0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.0M | $124.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.8M | $242.8M |
| Total Assets | $13.1M | $442.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.8B | $124.2M | ||
| Q3 25 | $1.1B | $112.8M | ||
| Q2 25 | $1.5B | $94.6M | ||
| Q1 25 | $2.1B | $115.7M | ||
| Q4 24 | $2.8B | $113.6M | ||
| Q3 24 | $2.2B | $130.4M | ||
| Q2 24 | $2.4B | $108.4M |
| Q1 26 | $6.8M | — | ||
| Q4 25 | $6.2B | $242.8M | ||
| Q3 25 | $6.0B | $235.3M | ||
| Q2 25 | $6.1B | $218.4M | ||
| Q1 25 | $6.4B | $212.0M | ||
| Q4 24 | $7.4B | $204.9M | ||
| Q3 24 | $7.4B | $211.1M | ||
| Q2 24 | $7.4B | $220.3M |
| Q1 26 | $13.1M | — | ||
| Q4 25 | $13.3B | $442.5M | ||
| Q3 25 | $11.9B | $458.7M | ||
| Q2 25 | $11.7B | $481.2M | ||
| Q1 25 | $12.4B | $435.8M | ||
| Q4 24 | $13.5B | $390.7M | ||
| Q3 24 | $13.1B | $432.6M | ||
| Q2 24 | $12.7B | $457.4M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $580.0M | $13.8M |
| Free Cash FlowOCF − Capex | $495.0M | $11.9M |
| FCF MarginFCF / Revenue | 23.3% | 1.0% |
| Capex IntensityCapex / Revenue | 2.9% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.26× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $109.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $580.0M | — | ||
| Q4 25 | $1.8B | $13.8M | ||
| Q3 25 | $130.0M | $28.9M | ||
| Q2 25 | $17.0M | $36.1M | ||
| Q1 25 | $549.0M | $39.8M | ||
| Q4 24 | $1.2B | $13.7M | ||
| Q3 24 | $234.0M | $46.0M | ||
| Q2 24 | $120.0M | $71.1M |
| Q1 26 | $495.0M | — | ||
| Q4 25 | — | $11.9M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | — | $33.3M | ||
| Q1 25 | — | $37.3M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $44.4M | ||
| Q2 24 | — | $69.7M |
| Q1 26 | 23.3% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.4% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | 1.26× | — | ||
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | 8.26× | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | — | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | 5.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live services and other | $1.5B | 71% |
| Full game | $609.0M | 29% |
EXPI
| North American Realty | $1.1B | 96% |
| International Realty | $42.2M | 4% |
