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

KeyCorp is the larger business by last-quarter revenue ($2.0B vs $1.9B, roughly 1.1× Electronic Arts). KeyCorp runs the higher net margin — 25.4% vs 4.6%, a 20.8% gap on every dollar of revenue. On growth, KeyCorp posted the faster year-over-year revenue change (131.8% vs 1.0%). Over the past eight quarters, KeyCorp's revenue compounded faster (14.4% CAGR vs 3.4%).

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".

Key is a Japanese visual novel studio known for making dramatic and plot-oriented titles. It was formed on July 21, 1998, as a brand under the publisher Visual Arts, and is located in Kita, Osaka.

EA vs KEY — Head-to-Head

Bigger by revenue
KEY
KEY
1.1× larger
KEY
$2.0B
$1.9B
EA
Growing faster (revenue YoY)
KEY
KEY
+130.8% gap
KEY
131.8%
1.0%
EA
Higher net margin
KEY
KEY
20.8% more per $
KEY
25.4%
4.6%
EA
Faster 2-yr revenue CAGR
KEY
KEY
Annualised
KEY
14.4%
3.4%
EA

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
EA
EA
KEY
KEY
Revenue
$1.9B
$2.0B
Net Profit
$88.0M
$510.0M
Gross Margin
73.8%
Operating Margin
6.7%
32.3%
Net Margin
4.6%
25.4%
Revenue YoY
1.0%
131.8%
Net Profit YoY
-70.0%
309.0%
EPS (diluted)
$0.35
$0.43

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
EA
EA
KEY
KEY
Q4 25
$1.9B
$2.0B
Q3 25
$1.8B
$1.9B
Q2 25
$1.7B
$1.8B
Q1 25
$1.9B
$1.8B
Q4 24
$1.9B
$865.0M
Q3 24
$2.0B
$695.0M
Q2 24
$1.7B
$1.5B
Q1 24
$1.8B
$1.5B
Net Profit
EA
EA
KEY
KEY
Q4 25
$88.0M
$510.0M
Q3 25
$137.0M
$489.0M
Q2 25
$201.0M
$425.0M
Q1 25
$254.0M
$405.0M
Q4 24
$293.0M
$-244.0M
Q3 24
$294.0M
$-410.0M
Q2 24
$280.0M
$274.0M
Q1 24
$182.0M
$219.0M
Gross Margin
EA
EA
KEY
KEY
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
EA
EA
KEY
KEY
Q4 25
6.7%
32.3%
Q3 25
10.9%
31.8%
Q2 25
16.2%
29.3%
Q1 25
20.8%
29.0%
Q4 24
20.0%
-92.6%
Q3 24
19.0%
-72.8%
Q2 24
21.9%
22.0%
Q1 24
13.2%
18.1%
Net Margin
EA
EA
KEY
KEY
Q4 25
4.6%
25.4%
Q3 25
7.4%
25.8%
Q2 25
12.0%
23.1%
Q1 25
13.4%
22.8%
Q4 24
15.6%
-54.7%
Q3 24
14.5%
-59.0%
Q2 24
16.9%
18.0%
Q1 24
10.2%
14.3%
EPS (diluted)
EA
EA
KEY
KEY
Q4 25
$0.35
$0.43
Q3 25
$0.54
$0.41
Q2 25
$0.79
$0.35
Q1 25
$0.99
$0.33
Q4 24
$1.11
$-0.30
Q3 24
$1.11
$-0.47
Q2 24
$1.04
$0.25
Q1 24
$0.67
$0.20

Balance Sheet & Financial Strength

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

Metric
EA
EA
KEY
KEY
Cash + ST InvestmentsLiquidity on hand
$2.8B
$10.2B
Total DebtLower is stronger
$9.9B
Stockholders' EquityBook value
$6.2B
$20.4B
Total Assets
$13.3B
$184.4B
Debt / EquityLower = less leverage
0.49×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EA
EA
KEY
KEY
Q4 25
$2.8B
$10.2B
Q3 25
$1.1B
$13.3B
Q2 25
$1.5B
$11.6B
Q1 25
$2.1B
$15.3B
Q4 24
$2.8B
$17.5B
Q3 24
$2.2B
$22.8B
Q2 24
$2.4B
$15.5B
Q1 24
$2.9B
$13.2B
Total Debt
EA
EA
KEY
KEY
Q4 25
$9.9B
Q3 25
$10.9B
Q2 25
$12.1B
Q1 25
$12.4B
Q4 24
$12.1B
Q3 24
$15.7B
Q2 24
$16.9B
Q1 24
$20.8B
Stockholders' Equity
EA
EA
KEY
KEY
Q4 25
$6.2B
$20.4B
Q3 25
$6.0B
$20.1B
Q2 25
$6.1B
$19.5B
Q1 25
$6.4B
$19.0B
Q4 24
$7.4B
$18.2B
Q3 24
$7.4B
$16.9B
Q2 24
$7.4B
$14.8B
Q1 24
$7.5B
$14.5B
Total Assets
EA
EA
KEY
KEY
Q4 25
$13.3B
$184.4B
Q3 25
$11.9B
$187.4B
Q2 25
$11.7B
$185.5B
Q1 25
$12.4B
$188.7B
Q4 24
$13.5B
$187.2B
Q3 24
$13.1B
$189.8B
Q2 24
$12.7B
$187.4B
Q1 24
$13.4B
$187.5B
Debt / Equity
EA
EA
KEY
KEY
Q4 25
0.49×
Q3 25
0.54×
Q2 25
0.62×
Q1 25
0.65×
Q4 24
0.67×
Q3 24
0.93×
Q2 24
1.14×
Q1 24
1.43×

Cash Flow & Capital Efficiency

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

Metric
EA
EA
KEY
KEY
Operating Cash FlowLast quarter
$1.8B
$2.2B
Free Cash FlowOCF − Capex
$2.1B
FCF MarginFCF / Revenue
104.8%
Capex IntensityCapex / Revenue
5.3%
Cash ConversionOCF / Net Profit
20.75×
4.33×
TTM Free Cash FlowTrailing 4 quarters
$3.5B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EA
EA
KEY
KEY
Q4 25
$1.8B
$2.2B
Q3 25
$130.0M
$396.0M
Q2 25
$17.0M
$1.2B
Q1 25
$549.0M
$-140.0M
Q4 24
$1.2B
$664.0M
Q3 24
$234.0M
$-1.2B
Q2 24
$120.0M
$-217.0M
Q1 24
$580.0M
$359.0M
Free Cash Flow
EA
EA
KEY
KEY
Q4 25
$2.1B
Q3 25
$367.0M
Q2 25
$1.2B
Q1 25
$-150.0M
Q4 24
$599.0M
Q3 24
$-1.2B
Q2 24
$-230.0M
Q1 24
$347.0M
FCF Margin
EA
EA
KEY
KEY
Q4 25
104.8%
Q3 25
19.4%
Q2 25
65.8%
Q1 25
-8.5%
Q4 24
69.2%
Q3 24
-175.8%
Q2 24
-15.1%
Q1 24
22.6%
Capex Intensity
EA
EA
KEY
KEY
Q4 25
5.3%
Q3 25
1.5%
Q2 25
1.3%
Q1 25
0.6%
Q4 24
7.5%
Q3 24
2.4%
Q2 24
0.9%
Q1 24
0.8%
Cash Conversion
EA
EA
KEY
KEY
Q4 25
20.75×
4.33×
Q3 25
0.95×
0.81×
Q2 25
0.08×
2.90×
Q1 25
2.16×
-0.35×
Q4 24
4.01×
Q3 24
0.80×
Q2 24
0.43×
-0.79×
Q1 24
3.19×
1.64×

Financial Flow Comparison

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

Revenue Breakdown by Segment

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%

KEY
KEY

Segment breakdown not available.

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