MetaCap

Coinbase Global (COIN) vs Nu (NU)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Nu (NU) has outperformed Coinbase Global (COIN) over the past year, gaining 3.0% versus a loss of 52.5%. Nu is the larger company by market cap ($74.30 billion vs $45.38 billion), about 1.6 times the size. On valuation, Nu trades at a lower forward P/E (13.6x vs 60.6x for Coinbase Global).

Coinbase Global converts more of its revenue into profit, with a net margin of 17.6% versus 17.1%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

COIN-52.51%NU+2.97%
+28%-19%-67%
Oct 7, 20251 yearOct 7, 2026
COIN-30.23%NU+31.48%
+72%-11%-95%
Dec 6, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

COIN versus NU key metrics
MetricCOINNU
Share price$172.00$15.38
Market cap$45.38B$74.30B
1-day change-3.61%-1.28%
YTD return-21.09%-6.93%
1-year return-52.51%+2.97%
5-year return-36.41%—
P/E ratio (TTM)—21.07
Forward P/E60.6313.61
EPS (TTM)$-3.84$0.73
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$7.18B$11.52B
Revenue growth (YoY)+9.40%+43.44%
Net income (latest FY)$1.26B$1.97B
Gross margin—45.61%
Operating margin19.99%—
Net margin17.55%17.12%
52-week high$402.16$18.98
52-week low$139.11$11.20
Distance from 52-week high-57.23%-18.97%
Analyst consensusbuybuy
Avg. price target upside+22.74%+22.04%
Average volume8.92M85.58M
Shares outstanding222.80M3.81B
Employees4,951—
SectorFinanceFinance
IndustryFinance: Consumer ServicesFinance: 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

  • NU has outperformed COIN by 55.5 percentage points over the past year.
  • Nu grew revenue faster in its latest fiscal year (+43.44% 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 Nu

NU stock →

Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.

Finance · Finance: Consumer Services

COIN vs NU FAQ

Which is bigger, Coinbase Global or Nu?

Nu (NU) is larger, with a market capitalization of $74.30B compared with $45.38B for Coinbase Global (COIN).

Which stock has performed better over the past year, COIN or NU?

NU returned +2.97% over the past 12 months, compared with -52.51% for COIN (price return, excluding dividends). Past performance does not predict future results.

Are Coinbase Global and Nu in the same industry?

Yes. Both are classified in the Finance: Consumer Services industry within the Finance sector.

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