vs
Side-by-side financial comparison of Electronic Arts (EA) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). 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 1.7× MARRIOTT VACATIONS WORLDWIDE Corp). Electronic Arts runs the higher net margin — 21.7% vs -35.0%, a 56.8% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs -0.7%). Electronic Arts produced more free cash flow last quarter ($495.0M vs $-6.0M). Over the past eight quarters, Electronic Arts's revenue compounded faster (13.0% CAGR vs 5.2%).
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".
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
EA vs VAC — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.2B |
| Net Profit | $461.0M | $-431.0M |
| Gross Margin | 82.8% | — |
| Operating Margin | 26.6% | — |
| Net Margin | 21.7% | -35.0% |
| Revenue YoY | 1.0% | -0.7% |
| Net Profit YoY | 81.5% | -962.0% |
| EPS (diluted) | $1.81 | $-12.00 |
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 | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.7B | $1.1B |
| Q1 26 | $461.0M | — | ||
| Q4 25 | $88.0M | $-431.0M | ||
| Q3 25 | $137.0M | $-2.0M | ||
| Q2 25 | $201.0M | $69.0M | ||
| Q1 25 | $254.0M | $56.0M | ||
| Q4 24 | $293.0M | $50.0M | ||
| Q3 24 | $294.0M | $84.0M | ||
| Q2 24 | $280.0M | $37.0M |
| 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% | — | ||
| Q2 24 | 84.2% | — |
| Q1 26 | 26.6% | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 20.8% | — | ||
| Q4 24 | 20.0% | — | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 21.9% | — |
| Q1 26 | 21.7% | — | ||
| Q4 25 | 4.6% | -35.0% | ||
| Q3 25 | 7.4% | -0.2% | ||
| Q2 25 | 12.0% | 6.0% | ||
| Q1 25 | 13.4% | 5.0% | ||
| Q4 24 | 15.6% | 4.0% | ||
| Q3 24 | 14.5% | 6.9% | ||
| Q2 24 | 16.9% | 3.5% |
| Q1 26 | $1.81 | — | ||
| Q4 25 | $0.35 | $-12.00 | ||
| Q3 25 | $0.54 | $-0.07 | ||
| Q2 25 | $0.79 | $1.77 | ||
| Q1 25 | $0.99 | $1.46 | ||
| Q4 24 | $1.11 | $1.29 | ||
| Q3 24 | $1.11 | $2.12 | ||
| Q2 24 | $1.04 | $0.98 |
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 | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.8M | $2.0B |
| Total Assets | $13.1M | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.8B | $406.0M | ||
| Q3 25 | $1.1B | $474.0M | ||
| Q2 25 | $1.5B | $205.0M | ||
| Q1 25 | $2.1B | $196.0M | ||
| Q4 24 | $2.8B | $197.0M | ||
| Q3 24 | $2.2B | $197.0M | ||
| Q2 24 | $2.4B | $206.0M |
| Q1 26 | $6.8M | — | ||
| Q4 25 | $6.2B | $2.0B | ||
| Q3 25 | $6.0B | $2.5B | ||
| Q2 25 | $6.1B | $2.5B | ||
| Q1 25 | $6.4B | $2.4B | ||
| Q4 24 | $7.4B | $2.4B | ||
| Q3 24 | $7.4B | $2.4B | ||
| Q2 24 | $7.4B | $2.4B |
| Q1 26 | $13.1M | — | ||
| Q4 25 | $13.3B | $9.8B | ||
| Q3 25 | $11.9B | $10.1B | ||
| Q2 25 | $11.7B | $9.9B | ||
| Q1 25 | $12.4B | $9.9B | ||
| Q4 24 | $13.5B | $9.8B | ||
| Q3 24 | $13.1B | $9.7B | ||
| Q2 24 | $12.7B | $9.6B |
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 | $580.0M | $6.0M |
| Free Cash FlowOCF − Capex | $495.0M | $-6.0M |
| FCF MarginFCF / Revenue | 23.3% | -0.5% |
| Capex IntensityCapex / Revenue | 2.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.26× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $580.0M | — | ||
| Q4 25 | $1.8B | $6.0M | ||
| Q3 25 | $130.0M | $62.0M | ||
| Q2 25 | $17.0M | $-48.0M | ||
| Q1 25 | $549.0M | $8.0M | ||
| Q4 24 | $1.2B | $100.0M | ||
| Q3 24 | $234.0M | $72.0M | ||
| Q2 24 | $120.0M | $30.0M |
| Q1 26 | $495.0M | — | ||
| Q4 25 | — | $-6.0M | ||
| Q3 25 | — | $51.0M | ||
| Q2 25 | — | $-68.0M | ||
| Q1 25 | — | $-6.0M | ||
| Q4 24 | — | $86.0M | ||
| Q3 24 | — | $58.0M | ||
| Q2 24 | — | $17.0M |
| Q1 26 | 23.3% | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | -5.9% | ||
| Q1 25 | — | -0.5% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 1.6% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
| Q1 26 | 1.26× | — | ||
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | -0.70× | ||
| Q1 25 | 2.16× | 0.14× | ||
| Q4 24 | 4.01× | 2.00× | ||
| Q3 24 | 0.80× | 0.86× | ||
| Q2 24 | 0.43× | 0.81× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
