Added to YB: 2026-08-25
Pitch date: 2026-08-20
COIN [bullish]
Coinbase Global, Inc.
-0.32%
current return
Author Info
No bio for this author
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
$49.2B
Pitch Price
$180.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
67.30
P/E
-50.01
EV/Sales
7.79
Sector
Capital Markets
Category
growth
Coinbase - Rebuilding the World's Financial Infrastructure
COIN: Crypto infra play trading at 52-wk low $139, $39.8B mkt cap, 60% below $402 ATH; cheap vs HOOD's $87B cap w/ 18% more rev. Q2'26 record 10.3% trading share, $20B avg USDC (+44%), 14 straight +EBITDA quarters. Genius Act Jan'27 catalyst. Risks: competition, USDC payout ratio 41%, Circle dependency. Circle deal could yield $8-14.7B rev by 2030. Strong Buy, 12.1% position.
Read full article (4 min)