Added to YB: 2026-04-13
Pitch date: 2026-04-09
COIN [neutral]
Coinbase Global, Inc.
+3.06%
current return
Author Info
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Company Info
Coinbase Global, Inc. operates platform for crypto assets in the United States and internationally. It provides the primary financial account in the crypto economy for consumers; a brokerage platform with a pool of liquidity across the crypto marketplace for institutions; and a suite of products granting access to build onchain for developers.
Market Cap
$46.2B
Pitch Price
$169.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.43
P/E
39.37
EV/Sales
6.17
Sector
Capital Markets
Category
growth
Rebound Watchlist: Coinbase Global, Inc.
COIN (watchlist): Q4 rev $1.78B (-5% QoQ) missed $1.85B est; non-GAAP EPS $0.66 vs $1.05 est; $667M net loss on crypto mark-downs. Transaction rev -33% from Q4'24 peak as Bitcoin plunged. But USDC balances $17.8B (+117% YoY), subscription rev +23% YoY, Deribit adds derivatives. GENIUS Act stablecoin legislation = catalyst. $11.3B cash, core biz 31x PE ex-cash reasonable for secular growth. Q1'26 results May critical.
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