Electronic Arts Inc (EA)vsSkillz Platform Inc (SKLZ)
EA
Electronic Arts Inc
$203.00
-0.20%
COMMUNICATION SERVICES · Cap: $50.65B
SKLZ
Skillz Platform Inc
$8.43
-12.19%
COMMUNICATION SERVICES · Cap: $136.57M
Smart Verdict
WallStSmart Research — data-driven comparison
Electronic Arts Inc generates 6642% more annual revenue ($7.53B vs $111.70M). EA leads profitability with a 11.8% profit margin vs -57.5%. EA earns a higher WallStSmart Score of 65/100 (C+).
EA
Buy65
out of 100
Grade: C+
SKLZ
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.9%
Fair Value
$106.49
Current Price
$203.00
$96.51 premium
Margin of Safety
+52.7%
Fair Value
$6.93
Current Price
$8.43
$1.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 85.3% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 24.0%
Reasonable price relative to book value
Revenue surging 32.9% year-over-year
Earnings expanding 3054.0% YoY
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -65.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : EA
The strongest argument for EA centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 11.9% demonstrates continued momentum. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bull Case : SKLZ
The strongest argument for SKLZ centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 32.9% demonstrates continued momentum.
Bear Case : EA
The primary concerns for EA are Piotroski F-Score, P/E Ratio. A P/E of 57.5x leaves little room for execution misses.
Bear Case : SKLZ
The primary concerns for SKLZ are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
EA profiles as a value stock while SKLZ is a hypergrowth play — different risk/reward profiles.
SKLZ carries more volatility with a beta of 4.60 — expect wider price swings.
SKLZ is growing revenue faster at 32.9% — sustainability is the question.
EA generates stronger free cash flow (519M), providing more financial flexibility.
Bottom Line
EA scores higher overall (65/100 vs 47/100) and 11.9% revenue growth. SKLZ offers better value entry with a 52.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Electronic Arts Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. It is the second-largest gaming company in the Americas and Europe by revenue and market capitalization after Activision Blizzard and ahead of Take-Two Interactive, and Ubisoft as of May 2020.
Visit Website →Skillz Platform Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Skillz Inc. operates a mobile gaming platform that connects gamers globally. The company is headquartered in San Francisco, California.
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