Coinbase Global (COIN) vs Circle Internet Group (CRCL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Circle Internet Group (CRCL) has outperformed Coinbase Global (COIN) over the past year, losing 46.3% versus a loss of 55.6%. Coinbase Global is the larger company by market cap ($47.33 billion vs $21.46 billion), about 2.2 times the size, while Circle Internet Group is growing revenue faster (+63.9% vs +9.4%). On valuation, Coinbase Global trades at a lower forward P/E (57.2x vs 59.8x for Circle Internet Group).
Coinbase Global converts more of its revenue into profit, with a net margin of 17.6% versus -2.5%.
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 | COIN | CRCL |
|---|---|---|
| Share price | $179.39 | $84.51 |
| Market cap | $47.33B | $21.46B |
| 1-day change | +4.30% | +4.54% |
| YTD return | -23.94% | +1.94% |
| 1-year return | -55.59% | -46.27% |
| 5-year return | -38.70% | — |
| P/E ratio (TTM) | — | 57.88 |
| Forward P/E | 57.17 | 59.85 |
| EPS (TTM) | $-3.84 | $1.46 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $7.18B | $2.75B |
| Revenue growth (YoY) | +9.40% | +63.86% |
| Net income (latest FY) | $1.26B | $-69.51M |
| Operating margin | 19.99% | -3.51% |
| Net margin | 17.55% | -2.53% |
| 52-week high | $402.16 | $159.47 |
| 52-week low | $139.11 | $49.90 |
| Distance from 52-week high | -55.39% | -47.01% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +17.69% | +24.91% |
| Average volume | 9.02M | 13.75M |
| Shares outstanding | 222.80M | 234.69M |
| Employees | 4,951 | 1,100 |
| 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
- Coinbase Global is about 2.2 times larger than Circle Internet Group by market value ($47.33B vs $21.46B).
- Coinbase Global is more profitable, keeping 17.6 cents of every revenue dollar as net income versus -2.5 cents for Circle Internet Group.
- Circle Internet Group grew revenue faster in its latest fiscal year (+63.86% vs +9.40%).
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
About Circle Internet Group
CRCL stock →Circle Internet Group, Inc. operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.
Finance · Finance: Consumer Services · 1,100 employees
COIN vs CRCL FAQ
Which is bigger, Coinbase Global or Circle Internet Group?
Coinbase Global (COIN) is larger, with a market capitalization of $47.33B compared with $21.46B for Circle Internet Group (CRCL).
Which stock has performed better over the past year, COIN or CRCL?
CRCL returned -46.27% over the past 12 months, compared with -55.59% for COIN (price return, excluding dividends). Past performance does not predict future results.
Are Coinbase Global and Circle Internet Group in the same industry?
Yes. Both are classified in the Finance: Consumer Services industry within the Finance sector.