Affirm (AFRM) vs Coinbase Global (COIN)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Affirm (AFRM) has outperformed Coinbase Global (COIN) over the past year, losing 1.7% versus a loss of 52.5%. Over five years, COIN leads with a -36.4% price change compared with -48.7% for AFRM. Coinbase Global is the larger company by market cap ($45.38 billion vs $26.03 billion), about 1.7 times the size, while Affirm is growing revenue faster (+32.2% vs +9.4%).
On valuation, Affirm trades at a lower forward P/E (16.0x vs 60.6x for Coinbase Global). Affirm converts more of its revenue into profit, with a net margin of 45.3% versus 17.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AFRM | COIN |
|---|---|---|
| Share price | $77.15 | $172.00 |
| Market cap | $26.03B | $45.38B |
| 1-day change | +2.44% | -3.61% |
| YTD return | +1.18% | -21.09% |
| 1-year return | -1.75% | -52.51% |
| 5-year return | -48.67% | -36.41% |
| P/E ratio (TTM) | 13.95 | — |
| Forward P/E | 15.98 | 60.63 |
| EPS (TTM) | $5.53 | $-3.84 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $4.26B | $7.18B |
| Revenue growth (YoY) | +32.15% | +9.40% |
| Net income (latest FY) | $1.93B | $1.26B |
| Operating margin | 9.79% | 19.99% |
| Net margin | 45.29% | 17.55% |
| 52-week high | $90.44 | $402.16 |
| 52-week low | $42.10 | $139.11 |
| Distance from 52-week high | -14.69% | -57.23% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +27.88% | +22.74% |
| Average volume | 4.20M | 8.92M |
| Shares outstanding | 296.88M | 222.80M |
| Employees | 2,358 | 4,951 |
| Sector | Finance | Finance |
| Industry | Finance: Consumer Services | Finance: Consumer Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- AFRM has outperformed COIN by 50.8 percentage points over the past year.
- Affirm is more profitable, keeping 45.3 cents of every revenue dollar as net income versus 17.6 cents for Coinbase Global.
- Affirm grew revenue faster in its latest fiscal year (+32.15% vs +9.40%).
About Affirm
AFRM stock →Affirm Holdings, Inc. operates payment network in the United States, Canada, and internationally.
Finance · Finance: Consumer Services · 2,358 employees
About Coinbase Global
COIN stock →Coinbase Global, Inc. operates platform for crypto assets in the United States and internationally.
Finance · Finance: Consumer Services · 4,951 employees
AFRM vs COIN FAQ
Which is bigger, Affirm or Coinbase Global?
Coinbase Global (COIN) is larger, with a market capitalization of $45.38B compared with $26.03B for Affirm (AFRM).
Which stock has performed better over the past year, AFRM or COIN?
AFRM returned -1.75% over the past 12 months, compared with -52.51% for COIN (price return, excluding dividends). Past performance does not predict future results.
Are Affirm and Coinbase Global in the same industry?
Yes. Both are classified in the Finance: Consumer Services industry within the Finance sector.