Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, video game publisher Electronic Arts (Nasdaq: EA) has received a distressing two-star ranking.

With that in mind, let's take a closer look at Electronic Arts' business and see what CAPS investors are saying about the stock right now.

Electronic Arts facts

Headquarters (founded) Redwood City, Calif. (1982)
Market Cap $4.0 billion
Industry Home entertainment software
Trailing-12-Month Revenue $4.1 billion
Management CEO John Riccitiello
Interim CFO Kenneth Barker
Return on Equity (average, past 3 years) (10.2%)
Cash/Debt $1.9 billion / $539.0 million
Competitors Activision Blizzard
Nintendo
Sony

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 12% of the 2,255 members who have rated Electronic Arts believe the stock will underperform the S&P 500 going forward.

Just yesterday, one of those Fools, All-Star ikkyu2, succinctly summed up the bear case for our community:

I never will understand this company's financials or management. It is a dominant player in its core business but is seeing its edge chipped away by social media, casual gaming, and mobile. ...

It's a case where the quality of the product and the excellence of execution on projects somehow isn't matched by the big-picture global management strategy.

I first made this thesis in 07 and it's netted me a couple hundred CAPS points so far. I'd sure like to hear from somebody telling me why I'm wrong.

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