Professional
Added to YB: 2025-06-02
Pitch date: 2025-04-09
EA [neutral]
Electronic Arts Inc.
+50.11%
current return
Author Info
Maple Tree Capital is a fictitious fund run by @HenryInvests. Follow on Twitter/X.
Company Info
Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide.
Market Cap
$44.6B
Pitch Price
$135.72
Price Target
N/A
Dividend
0.43%
EV/EBITDA
22.55
P/E
44.52
EV/Sales
6.05
Sector
Entertainment
Category
value
Maple Tree Capital Portfolio Holding: Electronic Arts Inc.
EA (holding update): Trades at 33x earnings but <20x FCF due to high R&D spend - a disconnect between near-term profit & long-term value. Despite Dragon Age flopping & soft Q1 gaming trends, strong licensing power positions EA well. Potential activist catalyst to improve capital allocation & close valuation gap.
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