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

Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.7B, roughly 1.1× Ventas). Electronic Arts runs the higher net margin — 4.6% vs 3.6%, a 1.1% gap on every dollar of revenue. On growth, Ventas posted the faster year-over-year revenue change (22.0% vs 1.0%). Over the past eight quarters, Ventas's revenue compounded faster (17.5% 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".

Ventas is a leading real estate investment trust specializing in healthcare-related real estate assets. Its portfolio includes senior housing, medical offices, life science research facilities and rehabilitation centers, operating mainly across North America and the UK, serving healthcare operators and life science groups.

EA vs VTR — Head-to-Head

Bigger by revenue
EA
EA
1.1× larger
EA
$1.9B
$1.7B
VTR
Growing faster (revenue YoY)
VTR
VTR
+21.1% gap
VTR
22.0%
1.0%
EA
Higher net margin
EA
EA
1.1% more per $
EA
4.6%
3.6%
VTR
Faster 2-yr revenue CAGR
VTR
VTR
Annualised
VTR
17.5%
3.4%
EA

Income Statement — Q3 FY2026 vs Q1 FY2026

Metric
EA
EA
VTR
VTR
Revenue
$1.9B
$1.7B
Net Profit
$88.0M
$59.0M
Gross Margin
73.8%
Operating Margin
6.7%
Net Margin
4.6%
3.6%
Revenue YoY
1.0%
22.0%
Net Profit YoY
-70.0%
19.0%
EPS (diluted)
$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.

Revenue
EA
EA
VTR
VTR
Q1 26
$1.7B
Q4 25
$1.9B
$1.6B
Q3 25
$1.8B
$1.5B
Q2 25
$1.7B
$1.4B
Q1 25
$1.9B
$1.4B
Q4 24
$1.9B
$1.3B
Q3 24
$2.0B
$1.2B
Q2 24
$1.7B
$1.2B
Net Profit
EA
EA
VTR
VTR
Q1 26
$59.0M
Q4 25
$88.0M
$73.0M
Q3 25
$137.0M
$68.7M
Q2 25
$201.0M
$71.5M
Q1 25
$254.0M
$48.4M
Q4 24
$293.0M
$58.7M
Q3 24
$294.0M
$21.0M
Q2 24
$280.0M
$21.2M
Gross Margin
EA
EA
VTR
VTR
Q1 26
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%
Operating Margin
EA
EA
VTR
VTR
Q1 26
Q4 25
6.7%
4.9%
Q3 25
10.9%
3.0%
Q2 25
16.2%
3.0%
Q1 25
20.8%
3.0%
Q4 24
20.0%
-0.0%
Q3 24
19.0%
1.5%
Q2 24
21.9%
-1.6%
Net Margin
EA
EA
VTR
VTR
Q1 26
3.6%
Q4 25
4.6%
4.7%
Q3 25
7.4%
4.6%
Q2 25
12.0%
5.0%
Q1 25
13.4%
3.6%
Q4 24
15.6%
4.6%
Q3 24
14.5%
1.7%
Q2 24
16.9%
1.8%
EPS (diluted)
EA
EA
VTR
VTR
Q1 26
Q4 25
$0.35
$0.15
Q3 25
$0.54
$0.14
Q2 25
$0.79
$0.15
Q1 25
$0.99
$0.10
Q4 24
$1.11
$0.13
Q3 24
$1.11
$0.05
Q2 24
$1.04
$0.05

Balance Sheet & Financial Strength

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

Metric
EA
EA
VTR
VTR
Cash + ST InvestmentsLiquidity on hand
$2.8B
$183.6M
Total DebtLower is stronger
Stockholders' EquityBook value
$6.2B
$13.2B
Total Assets
$13.3B
$27.7B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EA
EA
VTR
VTR
Q1 26
$183.6M
Q4 25
$2.8B
$741.1M
Q3 25
$1.1B
$188.6M
Q2 25
$1.5B
$614.2M
Q1 25
$2.1B
$182.3M
Q4 24
$2.8B
$897.9M
Q3 24
$2.2B
$1.1B
Q2 24
$2.4B
$557.1M
Total Debt
EA
EA
VTR
VTR
Q1 26
Q4 25
$13.0B
Q3 25
Q2 25
Q1 25
Q4 24
$13.5B
Q3 24
Q2 24
Stockholders' Equity
EA
EA
VTR
VTR
Q1 26
$13.2B
Q4 25
$6.2B
$12.5B
Q3 25
$6.0B
$12.4B
Q2 25
$6.1B
$11.5B
Q1 25
$6.4B
$11.5B
Q4 24
$7.4B
$10.8B
Q3 24
$7.4B
$9.8B
Q2 24
$7.4B
$9.6B
Total Assets
EA
EA
VTR
VTR
Q1 26
$27.7B
Q4 25
$13.3B
$27.6B
Q3 25
$11.9B
$26.9B
Q2 25
$11.7B
$26.5B
Q1 25
$12.4B
$26.0B
Q4 24
$13.5B
$26.2B
Q3 24
$13.1B
$25.3B
Q2 24
$12.7B
$24.5B
Debt / Equity
EA
EA
VTR
VTR
Q1 26
Q4 25
1.04×
Q3 25
Q2 25
Q1 25
Q4 24
1.26×
Q3 24
Q2 24

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
VTR
VTR
Operating Cash FlowLast quarter
$1.8B
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
20.75×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EA
EA
VTR
VTR
Q1 26
Q4 25
$1.8B
$471.7M
Q3 25
$130.0M
$378.6M
Q2 25
$17.0M
$475.3M
Q1 25
$549.0M
$321.1M
Q4 24
$1.2B
$373.6M
Q3 24
$234.0M
$353.7M
Q2 24
$120.0M
$335.9M
Cash Conversion
EA
EA
VTR
VTR
Q1 26
Q4 25
20.75×
6.46×
Q3 25
0.95×
5.51×
Q2 25
0.08×
6.65×
Q1 25
2.16×
6.64×
Q4 24
4.01×
6.36×
Q3 24
0.80×
16.84×
Q2 24
0.43×
15.87×

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%

VTR
VTR

Resident fees and services$1.3B78%
Outpatient medical and research portfolio$230.1M14%
Triple-net leased properties$123.1M7%
Third-party capital management revenues$4.4M0%

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