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Side-by-side financial comparison of Electronic Arts (EA) and Zoetis (ZTS). Click either name above to swap in a different company.
Zoetis is the larger business by last-quarter revenue ($2.3B vs $2.1B, roughly 1.1× Electronic Arts). Zoetis runs the higher net margin — 26.6% vs 21.7%, a 4.8% gap on every dollar of revenue. On growth, Zoetis posted the faster year-over-year revenue change (2.9% vs 1.0%). Over the past eight quarters, Electronic Arts's revenue compounded faster (13.0% CAGR vs -2.1%).
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".
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
EA vs ZTS — Head-to-Head
Income Statement — Q4 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $2.3B |
| Net Profit | $461.0M | $601.0M |
| Gross Margin | 82.8% | 71.7% |
| Operating Margin | 26.6% | — |
| Net Margin | 21.7% | 26.6% |
| Revenue YoY | 1.0% | 2.9% |
| Net Profit YoY | 81.5% | -0.2% |
| EPS (diluted) | $1.81 | $1.42 |
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 | $2.3B | ||
| Q4 25 | $1.9B | $2.4B | ||
| Q3 25 | $1.8B | $2.4B | ||
| Q2 25 | $1.7B | $2.5B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $1.7B | $2.4B |
| Q1 26 | $461.0M | $601.0M | ||
| Q4 25 | $88.0M | $603.0M | ||
| Q3 25 | $137.0M | $721.0M | ||
| Q2 25 | $201.0M | $718.0M | ||
| Q1 25 | $254.0M | $631.0M | ||
| Q4 24 | $293.0M | $581.0M | ||
| Q3 24 | $294.0M | $682.0M | ||
| Q2 24 | $280.0M | $624.0M |
| Q1 26 | 82.8% | 71.7% | ||
| Q4 25 | 73.8% | 70.2% | ||
| Q3 25 | 75.9% | 71.5% | ||
| Q2 25 | 83.3% | 73.6% | ||
| Q1 25 | 80.6% | 72.0% | ||
| Q4 24 | 75.8% | 69.5% | ||
| Q3 24 | 77.5% | 70.6% | ||
| Q2 24 | 84.2% | 71.7% |
| Q1 26 | 26.6% | — | ||
| Q4 25 | 6.7% | 31.9% | ||
| Q3 25 | 10.9% | 37.0% | ||
| Q2 25 | 16.2% | 36.7% | ||
| Q1 25 | 20.8% | 36.5% | ||
| Q4 24 | 20.0% | 31.6% | ||
| Q3 24 | 19.0% | 36.6% | ||
| Q2 24 | 21.9% | 33.0% |
| Q1 26 | 21.7% | 26.6% | ||
| Q4 25 | 4.6% | 25.3% | ||
| Q3 25 | 7.4% | 30.0% | ||
| Q2 25 | 12.0% | 29.2% | ||
| Q1 25 | 13.4% | 28.4% | ||
| Q4 24 | 15.6% | 25.1% | ||
| Q3 24 | 14.5% | 28.6% | ||
| Q2 24 | 16.9% | 26.4% |
| Q1 26 | $1.81 | $1.42 | ||
| Q4 25 | $0.35 | $1.37 | ||
| Q3 25 | $0.54 | $1.63 | ||
| Q2 25 | $0.79 | $1.61 | ||
| Q1 25 | $0.99 | $1.41 | ||
| Q4 24 | $1.11 | $1.29 | ||
| Q3 24 | $1.11 | $1.50 | ||
| Q2 24 | $1.04 | $1.37 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.8M | — |
| Total Assets | $13.1M | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.8B | $2.0B | ||
| Q3 24 | $2.2B | $1.7B | ||
| Q2 24 | $2.4B | $1.6B |
| Q1 26 | $6.8M | — | ||
| Q4 25 | $6.2B | $3.3B | ||
| Q3 25 | $6.0B | $5.4B | ||
| Q2 25 | $6.1B | $5.0B | ||
| Q1 25 | $6.4B | $4.7B | ||
| Q4 24 | $7.4B | $4.8B | ||
| Q3 24 | $7.4B | $5.2B | ||
| Q2 24 | $7.4B | $5.0B |
| Q1 26 | $13.1M | — | ||
| Q4 25 | $13.3B | $15.5B | ||
| Q3 25 | $11.9B | $15.2B | ||
| Q2 25 | $11.7B | $14.5B | ||
| Q1 25 | $12.4B | $14.1B | ||
| Q4 24 | $13.5B | $14.2B | ||
| Q3 24 | $13.1B | $14.4B | ||
| Q2 24 | $12.7B | $14.2B |
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 | — |
| Free Cash FlowOCF − Capex | $495.0M | — |
| FCF MarginFCF / Revenue | 23.3% | — |
| Capex IntensityCapex / Revenue | 2.9% | — |
| Cash ConversionOCF / Net Profit | 1.26× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $580.0M | — | ||
| Q4 25 | $1.8B | $893.0M | ||
| Q3 25 | $130.0M | $938.0M | ||
| Q2 25 | $17.0M | $486.0M | ||
| Q1 25 | $549.0M | $587.0M | ||
| Q4 24 | $1.2B | $905.0M | ||
| Q3 24 | $234.0M | $951.0M | ||
| Q2 24 | $120.0M | $502.0M |
| Q1 26 | $495.0M | — | ||
| Q4 25 | — | $732.0M | ||
| Q3 25 | — | $805.0M | ||
| Q2 25 | — | $308.0M | ||
| Q1 25 | — | $438.0M | ||
| Q4 24 | — | $689.0M | ||
| Q3 24 | — | $784.0M | ||
| Q2 24 | — | $370.0M |
| Q1 26 | 23.3% | — | ||
| Q4 25 | — | 30.7% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 19.7% | ||
| Q4 24 | — | 29.7% | ||
| Q3 24 | — | 32.8% | ||
| Q2 24 | — | 15.7% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | — | 5.6% |
| Q1 26 | 1.26× | — | ||
| Q4 25 | 20.75× | 1.48× | ||
| Q3 25 | 0.95× | 1.30× | ||
| Q2 25 | 0.08× | 0.68× | ||
| Q1 25 | 2.16× | 0.93× | ||
| Q4 24 | 4.01× | 1.56× | ||
| Q3 24 | 0.80× | 1.39× | ||
| Q2 24 | 0.43× | 0.80× |
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% |
ZTS
| Companion Animal | $1.5B | 67% |
| Livestock | $720.0M | 32% |
| Contract Manufacturing & Human Health | $23.0M | 1% |
