Added to YB: 2026-09-11
Pitch date: 2026-09-09
GLXY [neutral]
Galaxy Digital Inc.
Author Info
No bio for this author
Company Info
Galaxy Digital Inc. engages in the digital asset and data centre infrastructure businesses in North America and internationally.
Market Cap
$4.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.16
P/E
-25.65
EV/Sales
0.16
Sector
Capital Markets
Category
value
3 Quick writeups - $GLXY
GLXY (pass): Galaxy Digital offers little economic substance at an estimated $9B enterprise value: H1 2026 crypto transaction volume exceeded $18B, but net revenue was only $37M at a 20-basis-point take rate and the segment remains loss-making. The emerging data-center business is also unprofitable, and its anticipated $1.2B of 2029 revenue depends on delivering all 526MW leased to a single customer, CoreWeave.
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