COMPARE · Reviewed August 3, 2026
EA vs PLTK
Verdict: Side-by-side breakdown using the Bull Rankings model. EA scored 40.7, PLTK scored 59.3 — PLTK leads.
Compare another set
Different reporting periods. EA's fundamentals are as of June 2026, but PLTK's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EA
Electronic Arts Inc.
40.7
$209.94 · $53.0B
fundamentals as of
Score gap
18.6
PLTK leads
PLTK
Playtika Holding Corp.
59.3
$4.04 · $1.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
EA
stronger →← stronger
PLTK
78
Qualityreturns · margins · balance sheet
78
33
Growthrevenue & earnings expansion
52
26
Valuevaluation vs sector peers
51
PLTK is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EA
PLTK
$2.3bB
FCF
$540mC+
+0.9%C
Rev
+7.3%B
0.27A-
D/E
—
59.8xC
P/E
—
1.30B
PEG
1.52C+
—
P/S
0.5xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EA
PLTK
2% below
Price vs fair valuelower is cheaper
76% below
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
-5%
1-yr DCF upside
+356%
+2%
5-yr DCF upside
+310%
+14%
10-yr DCF upside
+255%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EA
Why this score
- Durable high returns
PLTK
Why this score
- Short track record
The companies
EAElectronic Arts Inc.
Why now
Electronic Gaming & Multimedia · market cap $53.0b. Trading near 52-week high of $209.95 — momentum setup, limited technical margin of safety. 14 sell-side analysts rate this a Hold with a mean 1-yr target of $205.79 (implying -2% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $53.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 59.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
PLTKPlaytika Holding Corp.
Why now
Electronic Gaming & Multimedia · market cap $1.5b. 11% off the 52-week high of $4.52. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $5.05 (implying +25% upside).
Moat
ROE 64% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Currently unprofitable (margin -10.5%) — path to GAAP profitability is the core thesis risk. Dividend payout 167% of earnings on a 10.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.