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Side-by-side financial comparison of Electronic Arts (EA) and Willis Towers Watson (WTW). Click either name above to swap in a different company.
Willis Towers Watson is the larger business by last-quarter revenue ($2.9B vs $1.9B, roughly 1.5× Electronic Arts). Willis Towers Watson runs the higher net margin — 25.5% vs 4.6%, a 20.9% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs -3.5%). Over the past eight quarters, Willis Towers Watson's revenue compounded faster (12.0% 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".
Willis Towers Watson plc is a British-American multinational advisory, broking and solutions company. Its operations span commercial insurance brokerage and risk advisory, employee benefits and rewards consulting, retirement and actuarial services, and investment advice for pension funds and institutional investors.
EA vs WTW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $1.9B | $2.9B |
| Net Profit | $88.0M | $735.0M |
| Gross Margin | 73.8% | — |
| Operating Margin | 6.7% | 35.3% |
| Net Margin | 4.6% | 25.5% |
| Revenue YoY | 1.0% | -3.5% |
| Net Profit YoY | -70.0% | -41.0% |
| EPS (diluted) | $0.35 | $7.50 |
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 | $2.9B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $3.0B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $1.7B | $2.2B | ||
| Q1 24 | $1.8B | $2.3B |
| Q4 25 | $88.0M | $735.0M | ||
| Q3 25 | $137.0M | $304.0M | ||
| Q2 25 | $201.0M | $331.0M | ||
| Q1 25 | $254.0M | $235.0M | ||
| Q4 24 | $293.0M | $1.2B | ||
| Q3 24 | $294.0M | $-1.7B | ||
| Q2 24 | $280.0M | $141.0M | ||
| Q1 24 | $182.0M | $190.0M |
| 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 24 | 79.9% | — |
| Q4 25 | 6.7% | 35.3% | ||
| Q3 25 | 10.9% | 18.7% | ||
| Q2 25 | 16.2% | 16.6% | ||
| Q1 25 | 20.8% | 19.8% | ||
| Q4 24 | 20.0% | 30.2% | ||
| Q3 24 | 19.0% | -34.2% | ||
| Q2 24 | 21.9% | 9.6% | ||
| Q1 24 | 13.2% | 12.2% |
| Q4 25 | 4.6% | 25.5% | ||
| Q3 25 | 7.4% | 13.6% | ||
| Q2 25 | 12.0% | 14.9% | ||
| Q1 25 | 13.4% | 10.8% | ||
| Q4 24 | 15.6% | 41.7% | ||
| Q3 24 | 14.5% | -74.8% | ||
| Q2 24 | 16.9% | 6.4% | ||
| Q1 24 | 10.2% | 8.3% |
| Q4 25 | $0.35 | $7.50 | ||
| Q3 25 | $0.54 | $3.11 | ||
| Q2 25 | $0.79 | $3.32 | ||
| Q1 25 | $0.99 | $2.33 | ||
| Q4 24 | $1.11 | $12.29 | ||
| Q3 24 | $1.11 | $-16.44 | ||
| Q2 24 | $1.04 | $1.36 | ||
| Q1 24 | $0.67 | $1.83 |
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 | $3.2B |
| Total DebtLower is stronger | — | $9.7B |
| Stockholders' EquityBook value | $6.2B | $8.0B |
| Total Assets | $13.3B | $29.5B |
| Debt / EquityLower = less leverage | — | 1.21× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $3.2B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.9B | $1.9B |
| Q4 25 | — | $9.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $6.2B | $8.0B | ||
| Q3 25 | $6.0B | $7.7B | ||
| Q2 25 | $6.1B | $8.1B | ||
| Q1 25 | $6.4B | $8.1B | ||
| Q4 24 | $7.4B | $7.9B | ||
| Q3 24 | $7.4B | $7.5B | ||
| Q2 24 | $7.4B | $9.3B | ||
| Q1 24 | $7.5B | $9.5B |
| Q4 25 | $13.3B | $29.5B | ||
| Q3 25 | $11.9B | $27.4B | ||
| Q2 25 | $11.7B | $28.5B | ||
| Q1 25 | $12.4B | $28.1B | ||
| Q4 24 | $13.5B | $27.7B | ||
| Q3 24 | $13.1B | $27.2B | ||
| Q2 24 | $12.7B | $29.6B | ||
| Q1 24 | $13.4B | $30.2B |
| Q4 25 | — | 1.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.08× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $771.0M |
| Free Cash FlowOCF − Capex | — | $708.0M |
| FCF MarginFCF / Revenue | — | 24.6% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | 20.75× | 1.05× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $771.0M | ||
| Q3 25 | $130.0M | $678.0M | ||
| Q2 25 | $17.0M | $361.0M | ||
| Q1 25 | $549.0M | $-35.0M | ||
| Q4 24 | $1.2B | $599.0M | ||
| Q3 24 | $234.0M | $482.0M | ||
| Q2 24 | $120.0M | $407.0M | ||
| Q1 24 | $580.0M | $24.0M |
| Q4 25 | — | $708.0M | ||
| Q3 25 | — | $621.0M | ||
| Q2 25 | — | $303.0M | ||
| Q1 25 | — | $-86.0M | ||
| Q4 24 | — | $543.0M | ||
| Q3 24 | — | $419.0M | ||
| Q2 24 | — | $341.0M | ||
| Q1 24 | — | $-36.0M |
| Q4 25 | — | 24.6% | ||
| Q3 25 | — | 27.7% | ||
| Q2 25 | — | 13.7% | ||
| Q1 25 | — | -3.9% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | — | 18.7% | ||
| Q2 24 | — | 15.4% | ||
| Q1 24 | — | -1.6% |
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 2.6% |
| Q4 25 | 20.75× | 1.05× | ||
| Q3 25 | 0.95× | 2.23× | ||
| Q2 25 | 0.08× | 1.09× | ||
| Q1 25 | 2.16× | -0.15× | ||
| Q4 24 | 4.01× | 0.48× | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | 2.89× | ||
| Q1 24 | 3.19× | 0.13× |
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% |
WTW
| Health Wealth And Career | $1.7B | 58% |
| GB | $566.0M | 20% |
| Broking | $465.0M | 16% |
| Other | $113.0M | 4% |
| December Thirty One Two Thousand And Twenty Four | $67.0M | 2% |
| IE | $38.0M | 1% |