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Side-by-side financial comparison of Electronic Arts (EA) and Molson Coors Beverage Company (TAP). Click either name above to swap in a different company.
Molson Coors Beverage Company is the larger business by last-quarter revenue ($3.1B vs $1.9B, roughly 1.6× Electronic Arts). Molson Coors Beverage Company runs the higher net margin — 7.6% vs 4.6%, a 3.0% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs -3.6%). Over the past eight quarters, Electronic Arts's revenue compounded faster (3.4% CAGR vs 1.2%).
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".
Molson Coors Beverage Company is a Canadian-American multinational drink and brewing company headquartered in Chicago, Illinois and Montreal, Quebec.
EA vs TAP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $3.1B |
| Net Profit | $88.0M | $238.3M |
| Gross Margin | 73.8% | 31.0% |
| Operating Margin | 6.7% | 10.4% |
| Net Margin | 4.6% | 7.6% |
| Revenue YoY | 1.0% | -3.6% |
| Net Profit YoY | -70.0% | -17.2% |
| EPS (diluted) | $0.35 | $1.32 |
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.
| Q4 25 | $1.9B | $3.1B | ||
| Q3 25 | $1.8B | $3.5B | ||
| Q2 25 | $1.7B | $3.7B | ||
| Q1 25 | $1.9B | $2.7B | ||
| Q4 24 | $1.9B | $3.2B | ||
| Q3 24 | $2.0B | $3.6B | ||
| Q2 24 | $1.7B | $3.8B | ||
| Q1 24 | $1.8B | $3.0B |
| Q4 25 | $88.0M | $238.3M | ||
| Q3 25 | $137.0M | $-2.9B | ||
| Q2 25 | $201.0M | $428.7M | ||
| Q1 25 | $254.0M | $121.0M | ||
| Q4 24 | $293.0M | $287.8M | ||
| Q3 24 | $294.0M | $199.8M | ||
| Q2 24 | $280.0M | $427.0M | ||
| Q1 24 | $182.0M | $207.8M |
| Q4 25 | 73.8% | 31.0% | ||
| Q3 25 | 75.9% | 33.7% | ||
| Q2 25 | 83.3% | 34.3% | ||
| Q1 25 | 80.6% | 31.6% | ||
| Q4 24 | 75.8% | 32.0% | ||
| Q3 24 | 77.5% | 33.4% | ||
| Q2 24 | 84.2% | 34.6% | ||
| Q1 24 | 79.9% | 31.6% |
| Q4 25 | 6.7% | 10.4% | ||
| Q3 25 | 10.9% | -98.5% | ||
| Q2 25 | 16.2% | 15.6% | ||
| Q1 25 | 20.8% | 6.9% | ||
| Q4 24 | 20.0% | 12.0% | ||
| Q3 24 | 19.0% | 12.5% | ||
| Q2 24 | 21.9% | 15.6% | ||
| Q1 24 | 13.2% | 10.3% |
| Q4 25 | 4.6% | 7.6% | ||
| Q3 25 | 7.4% | -84.0% | ||
| Q2 25 | 12.0% | 11.5% | ||
| Q1 25 | 13.4% | 4.5% | ||
| Q4 24 | 15.6% | 8.9% | ||
| Q3 24 | 14.5% | 5.5% | ||
| Q2 24 | 16.9% | 11.1% | ||
| Q1 24 | 10.2% | 6.8% |
| Q4 25 | $0.35 | $1.32 | ||
| Q3 25 | $0.54 | $-14.79 | ||
| Q2 25 | $0.79 | $2.13 | ||
| Q1 25 | $0.99 | $0.59 | ||
| Q4 24 | $1.11 | $1.39 | ||
| Q3 24 | $1.11 | $0.96 | ||
| Q2 24 | $1.04 | $2.03 | ||
| Q1 24 | $0.67 | $0.97 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.8B | $896.5M |
| Total DebtLower is stronger | — | $6.3B |
| Stockholders' EquityBook value | $6.2B | $10.2B |
| Total Assets | $13.3B | $22.7B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $896.5M | ||
| Q3 25 | $1.1B | $950.2M | ||
| Q2 25 | $1.5B | $613.8M | ||
| Q1 25 | $2.1B | $412.7M | ||
| Q4 24 | $2.8B | $969.3M | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.9B | $458.4M |
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | — | $7.0B | ||
| Q1 24 | — | $6.2B |
| Q4 25 | $6.2B | $10.2B | ||
| Q3 25 | $6.0B | $10.3B | ||
| Q2 25 | $6.1B | $13.4B | ||
| Q1 25 | $6.4B | $13.1B | ||
| Q4 24 | $7.4B | $13.1B | ||
| Q3 24 | $7.4B | $13.3B | ||
| Q2 24 | $7.4B | $13.2B | ||
| Q1 24 | $7.5B | $13.1B |
| Q4 25 | $13.3B | $22.7B | ||
| Q3 25 | $11.9B | $22.9B | ||
| Q2 25 | $11.7B | $26.8B | ||
| Q1 25 | $12.4B | $25.9B | ||
| Q4 24 | $13.5B | $26.1B | ||
| Q3 24 | $13.1B | $26.6B | ||
| Q2 24 | $12.7B | $27.4B | ||
| Q1 24 | $13.4B | $26.1B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.47× |
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 | $1.8B | $540.7M |
| Free Cash FlowOCF − Capex | — | $357.8M |
| FCF MarginFCF / Revenue | — | 11.4% |
| Capex IntensityCapex / Revenue | — | 5.9% |
| Cash ConversionOCF / Net Profit | 20.75× | 2.27× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $540.7M | ||
| Q3 25 | $130.0M | $616.1M | ||
| Q2 25 | $17.0M | $718.3M | ||
| Q1 25 | $549.0M | $-90.7M | ||
| Q4 24 | $1.2B | $494.5M | ||
| Q3 24 | $234.0M | $521.2M | ||
| Q2 24 | $120.0M | $869.2M | ||
| Q1 24 | $580.0M | $25.4M |
| Q4 25 | — | $357.8M | ||
| Q3 25 | — | $483.0M | ||
| Q2 25 | — | $555.0M | ||
| Q1 25 | — | $-328.0M | ||
| Q4 24 | — | $383.4M | ||
| Q3 24 | — | $350.4M | ||
| Q2 24 | — | $691.7M | ||
| Q1 24 | — | $-189.3M |
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | -12.2% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 18.0% | ||
| Q1 24 | — | -6.2% |
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 4.4% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 7.0% |
| Q4 25 | 20.75× | 2.27× | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | 1.68× | ||
| Q1 25 | 2.16× | -0.75× | ||
| Q4 24 | 4.01× | 1.72× | ||
| Q3 24 | 0.80× | 2.61× | ||
| Q2 24 | 0.43× | 2.04× | ||
| Q1 24 | 3.19× | 0.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
TAP
Segment breakdown not available.
