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Side-by-side financial comparison of Electronic Arts (EA) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.2B, roughly 1.6× UPBOUND GROUP, INC.). Electronic Arts runs the higher net margin — 4.6% vs 1.7%, a 3.0% gap on every dollar of revenue. On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs 1.0%). Over the past eight quarters, UPBOUND GROUP, INC.'s revenue compounded faster (4.5% 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".
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
EA vs UPBD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.2B |
| Net Profit | $88.0M | $19.7M |
| Gross Margin | 73.8% | 49.0% |
| Operating Margin | 6.7% | 4.8% |
| Net Margin | 4.6% | 1.7% |
| Revenue YoY | 1.0% | 10.9% |
| Net Profit YoY | -70.0% | -36.3% |
| EPS (diluted) | $0.35 | $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.
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B | ||
| Q1 24 | $1.8B | $1.1B |
| Q4 25 | $88.0M | $19.7M | ||
| Q3 25 | $137.0M | $13.2M | ||
| Q2 25 | $201.0M | $15.5M | ||
| Q1 25 | $254.0M | $24.8M | ||
| Q4 24 | $293.0M | $31.0M | ||
| Q3 24 | $294.0M | $30.9M | ||
| Q2 24 | $280.0M | $33.9M | ||
| Q1 24 | $182.0M | $27.7M |
| Q4 25 | 73.8% | 49.0% | ||
| Q3 25 | 75.9% | 48.3% | ||
| Q2 25 | 83.3% | 49.4% | ||
| Q1 25 | 80.6% | 46.8% | ||
| Q4 24 | 75.8% | 47.1% | ||
| Q3 24 | 77.5% | 47.8% | ||
| Q2 24 | 84.2% | 49.4% | ||
| Q1 24 | 79.9% | 48.3% |
| Q4 25 | 6.7% | 4.8% | ||
| Q3 25 | 10.9% | 4.5% | ||
| Q2 25 | 16.2% | 4.4% | ||
| Q1 25 | 20.8% | 5.3% | ||
| Q4 24 | 20.0% | 7.3% | ||
| Q3 24 | 19.0% | 6.6% | ||
| Q2 24 | 21.9% | 7.5% | ||
| Q1 24 | 13.2% | 5.6% |
| Q4 25 | 4.6% | 1.7% | ||
| Q3 25 | 7.4% | 1.1% | ||
| Q2 25 | 12.0% | 1.3% | ||
| Q1 25 | 13.4% | 2.1% | ||
| Q4 24 | 15.6% | 2.9% | ||
| Q3 24 | 14.5% | 2.9% | ||
| Q2 24 | 16.9% | 3.2% | ||
| Q1 24 | 10.2% | 2.5% |
| Q4 25 | $0.35 | $0.35 | ||
| Q3 25 | $0.54 | $0.22 | ||
| Q2 25 | $0.79 | $0.26 | ||
| Q1 25 | $0.99 | $0.42 | ||
| Q4 24 | $1.11 | $0.55 | ||
| Q3 24 | $1.11 | $0.55 | ||
| Q2 24 | $1.04 | $0.61 | ||
| Q1 24 | $0.67 | $0.50 |
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 | $120.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.2B | $695.7M |
| Total Assets | $13.3B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $120.5M | ||
| Q3 25 | $1.1B | $107.0M | ||
| Q2 25 | $1.5B | $106.8M | ||
| Q1 25 | $2.1B | $107.3M | ||
| Q4 24 | $2.8B | $60.9M | ||
| Q3 24 | $2.2B | $85.1M | ||
| Q2 24 | $2.4B | $82.5M | ||
| Q1 24 | $2.9B | $84.8M |
| Q4 25 | $6.2B | $695.7M | ||
| Q3 25 | $6.0B | $687.3M | ||
| Q2 25 | $6.1B | $685.5M | ||
| Q1 25 | $6.4B | $679.2M | ||
| Q4 24 | $7.4B | $629.0M | ||
| Q3 24 | $7.4B | $611.8M | ||
| Q2 24 | $7.4B | $596.3M | ||
| Q1 24 | $7.5B | $578.3M |
| Q4 25 | $13.3B | $3.3B | ||
| Q3 25 | $11.9B | $3.2B | ||
| Q2 25 | $11.7B | $3.1B | ||
| Q1 25 | $12.4B | $3.0B | ||
| Q4 24 | $13.5B | $2.6B | ||
| Q3 24 | $13.1B | $2.6B | ||
| Q2 24 | $12.7B | $2.6B | ||
| Q1 24 | $13.4B | $2.6B |
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 | $41.6M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 2.0% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 20.75× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $41.6M | ||
| Q3 25 | $130.0M | $118.4M | ||
| Q2 25 | $17.0M | $7.8M | ||
| Q1 25 | $549.0M | $137.7M | ||
| Q4 24 | $1.2B | $-61.9M | ||
| Q3 24 | $234.0M | $106.2M | ||
| Q2 24 | $120.0M | $15.0M | ||
| Q1 24 | $580.0M | $45.4M |
| Q4 25 | — | $24.0M | ||
| Q3 25 | — | $97.9M | ||
| Q2 25 | — | $-10.4M | ||
| Q1 25 | — | $127.2M | ||
| Q4 24 | — | $-74.0M | ||
| Q3 24 | — | $88.3M | ||
| Q2 24 | — | $613.0K | ||
| Q1 24 | — | $33.6M |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | -6.9% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | 20.75× | 2.11× | ||
| Q3 25 | 0.95× | 8.96× | ||
| Q2 25 | 0.08× | 0.50× | ||
| Q1 25 | 2.16× | 5.56× | ||
| Q4 24 | 4.01× | -2.00× | ||
| Q3 24 | 0.80× | 3.44× | ||
| Q2 24 | 0.43× | 0.44× | ||
| Q1 24 | 3.19× | 1.64× |
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% |
UPBD
Segment breakdown not available.
