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Side-by-side financial comparison of Electronic Arts (EA) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.6B, roughly 1.2× Toast, Inc.). Toast, Inc. runs the higher net margin — 6.2% vs 4.6%, a 1.6% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 1.0%). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% 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".
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
EA vs TOST — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.6B |
| Net Profit | $88.0M | $101.0M |
| Gross Margin | 73.8% | 25.9% |
| Operating Margin | 6.7% | 5.2% |
| Net Margin | 4.6% | 6.2% |
| Revenue YoY | 1.0% | 22.0% |
| Net Profit YoY | -70.0% | 215.6% |
| EPS (diluted) | $0.35 | $0.18 |
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 | $1.6B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.8B | $1.1B |
| Q4 25 | $88.0M | $101.0M | ||
| Q3 25 | $137.0M | $105.0M | ||
| Q2 25 | $201.0M | $80.0M | ||
| Q1 25 | $254.0M | $56.0M | ||
| Q4 24 | $293.0M | $32.0M | ||
| Q3 24 | $294.0M | $56.0M | ||
| Q2 24 | $280.0M | $14.0M | ||
| Q1 24 | $182.0M | $-83.0M |
| Q4 25 | 73.8% | 25.9% | ||
| Q3 25 | 75.9% | 26.5% | ||
| Q2 25 | 83.3% | 25.3% | ||
| Q1 25 | 80.6% | 25.9% | ||
| Q4 24 | 75.8% | 24.9% | ||
| Q3 24 | 77.5% | 24.7% | ||
| Q2 24 | 84.2% | 23.0% | ||
| Q1 24 | 79.9% | 23.2% |
| Q4 25 | 6.7% | 5.2% | ||
| Q3 25 | 10.9% | 5.1% | ||
| Q2 25 | 16.2% | 5.2% | ||
| Q1 25 | 20.8% | 3.2% | ||
| Q4 24 | 20.0% | 2.5% | ||
| Q3 24 | 19.0% | 2.6% | ||
| Q2 24 | 21.9% | 0.4% | ||
| Q1 24 | 13.2% | -5.2% |
| Q4 25 | 4.6% | 6.2% | ||
| Q3 25 | 7.4% | 6.4% | ||
| Q2 25 | 12.0% | 5.2% | ||
| Q1 25 | 13.4% | 4.2% | ||
| Q4 24 | 15.6% | 2.4% | ||
| Q3 24 | 14.5% | 4.3% | ||
| Q2 24 | 16.9% | 1.1% | ||
| Q1 24 | 10.2% | -7.7% |
| Q4 25 | $0.35 | $0.18 | ||
| Q3 25 | $0.54 | $0.16 | ||
| Q2 25 | $0.79 | $0.13 | ||
| Q1 25 | $0.99 | $0.09 | ||
| Q4 24 | $1.11 | $0.09 | ||
| Q3 24 | $1.11 | $0.07 | ||
| Q2 24 | $1.04 | $0.02 | ||
| Q1 24 | $0.67 | $-0.15 |
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 | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.2B | $2.1B |
| Total Assets | $13.3B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.8B | $903.0M | ||
| Q3 24 | $2.2B | $761.0M | ||
| Q2 24 | $2.4B | $691.0M | ||
| Q1 24 | $2.9B | $578.0M |
| Q4 25 | $6.2B | $2.1B | ||
| Q3 25 | $6.0B | $2.0B | ||
| Q2 25 | $6.1B | $1.8B | ||
| Q1 25 | $6.4B | $1.7B | ||
| Q4 24 | $7.4B | $1.5B | ||
| Q3 24 | $7.4B | $1.4B | ||
| Q2 24 | $7.4B | $1.3B | ||
| Q1 24 | $7.5B | $1.2B |
| Q4 25 | $13.3B | $3.1B | ||
| Q3 25 | $11.9B | $3.0B | ||
| Q2 25 | $11.7B | $2.8B | ||
| Q1 25 | $12.4B | $2.6B | ||
| Q4 24 | $13.5B | $2.4B | ||
| Q3 24 | $13.1B | $2.2B | ||
| Q2 24 | $12.7B | $2.2B | ||
| Q1 24 | $13.4B | $2.1B |
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 | $194.0M |
| Free Cash FlowOCF − Capex | — | $178.0M |
| FCF MarginFCF / Revenue | — | 10.9% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 20.75× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | — | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $194.0M | ||
| Q3 25 | $130.0M | $165.0M | ||
| Q2 25 | $17.0M | $223.0M | ||
| Q1 25 | $549.0M | $79.0M | ||
| Q4 24 | $1.2B | $147.0M | ||
| Q3 24 | $234.0M | $109.0M | ||
| Q2 24 | $120.0M | $124.0M | ||
| Q1 24 | $580.0M | $-20.0M |
| Q4 25 | — | $178.0M | ||
| Q3 25 | — | $153.0M | ||
| Q2 25 | — | $208.0M | ||
| Q1 25 | — | $69.0M | ||
| Q4 24 | — | $134.0M | ||
| Q3 24 | — | $97.0M | ||
| Q2 24 | — | $108.0M | ||
| Q1 24 | — | $-33.0M |
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | — | 8.7% | ||
| Q1 24 | — | -3.1% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.2% |
| Q4 25 | 20.75× | 1.92× | ||
| Q3 25 | 0.95× | 1.57× | ||
| Q2 25 | 0.08× | 2.79× | ||
| Q1 25 | 2.16× | 1.41× | ||
| Q4 24 | 4.01× | 4.59× | ||
| Q3 24 | 0.80× | 1.95× | ||
| Q2 24 | 0.43× | 8.86× | ||
| Q1 24 | 3.19× | — |
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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
